Compare · 3 funds side by side · dividends reinvested

VTV, NETL and IJH

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,626VTV · best of the three

02 / 04

VTV, NETL and IJH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Value ETFUS Stock Styles · Value0.03%1.86%+19.0%+24.0%+21.3%+12.0%−6.4%10.7%$184B1.1

iShares Core S&P Mid-Cap ETFUS Stock Styles · Mid cap0.05%1.26%+9.5%+12.9%+16.5%+6.7%−8.8%15.5%$121B2.3

Colterpoint Net Lease Real Estate ETFSectors · Real estate0.60%5.18%+6.8%+7.5%+10.5%−0.6%−16.7%14.9%$48M2.6

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 5, 2026 · returns include dividends · since: VTV 2004 · NETL 2019 · IJH 2000

Head to Head

Swap sides Versus in desk

Head to Head

iShares Core S&P Mid-Cap ETF · $121B$13,830

IJH

NETL

Colterpoint Net Lease Real Estate ETF · $48M$9,724

$10,000 five years ago, dividends reinvested · they hold 1.6% in common

IJHMeasureNETL

+9.5%Year to dateJan 1 → Nov 5+6.8%

+12.9%1 yearTotal return+7.5%

+16.5%3 years · per year$10,000 became $15,806 · $13,485+10.5%

+6.7%5 years · per year$10,000 became $13,830 · $9,724−0.6%

0.05%Expense ratio$5 · $60 a year on $10k · lower is better0.60%

1.26%Trailing 12-mo yield$126 · $518 a year on $10k5.18%

−8.8%Worst dropSmaller is better−16.7%

15.5%VolatilityLower is calmer14.9%

IJHNETL Winner of the row, in its colourEach row: the bigger of the two fills its side

6–2IJH wins

End-of-day Nov 5, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

IJH vs NETL: Top 5 Holdings

Today

IJH

3.5%in top 5

NETL

in top 542.3%

IJHStockNETL

not top 5VICI8.7%

not top 5ADC8.6%

not top 5O8.6%

not top 5WPC8.3%

not top 5NNN8.2%

0.8%UTHRnot top 5

0.7%FTInot top 5

0.7%ATInot top 5

0.7%USFDnot top 5

0.7%THCnot top 5

Held in common1.6%

End-of-day Nov 5, 2026 · share of each fund

IJH vs NETL Returns, Every Period

iSharesIJH

+6.7%

5 years, per year

NETLNETL

−0.6%

5 years, per year

IJHNETLFaded: behind in that period

4–0IJH wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

Stocks vs Sector: IJH vs NETL

YTD

iSharesIJH

+9.5%

NETLNETL

+6.8%

+9.5%Year to date+6.8%

−8.8%Worst drop · 1Y−16.7%

15.5%Volatility · 1Y14.9%

1.3%Yield5.2%

$121BAssets$47.9M

2–2level

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: VTV, NETL, IJH

Today

0.03%lowest, VTV

FundExpense ratioFee$10k

VTV0.03%$3

IJH0.05%$5

NETL0.60%$60

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: VTV, NETL, IJH

5.18%highest, NETL

FundTrailing yieldYield$10k

NETL5.18%$518

VTV1.86%$186

IJH1.26%$126

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$458most kept, NETL

NETL$518 − $60 = $458

VTV$186 − $3 = $183

IJH$126 − $5 = $121

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: VTV, NETL, IJH

Today

1.6%most shared, NETL and IJH

VTVNETLIJH

VTV—0.3%0.2%

NETL0.3%—1.6%

IJH0.2%1.6%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+24.0%VTV, at 10.7% volatility

VTVWorst drop−6.4%10.7% vol

NETLWorst drop−16.7%14.9% vol

IJHWorst drop−8.8%15.5% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

NETLVTV

+6.8%Year to date+19.0%

5.2%Yield1.9%

+7.5%Past year+24.0%

0.60%Fee0.03%

3–1VTV wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

VTV vs SCHV

YTD

VanguardVTV

+19.0%

SCHVSchwab

+16.6%

+19.0%Year to date+16.6%

1.9%Yield1.8%

$184BAssets$15.4B

2–0VTV wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026