IJH vs NETL

AIJH

BNETL

Measures won4–2IJH wins · of 6 · 5Y

$10,000 · 5Y$18,352VTV · IJH $14,620

Lowest cost0.03%VTV · $3 on $10k

Most income5.13%NETL · $513 on $10k

Smallest drop−6.4%VTV · worst fall in 1Y

Held in common1.6%IJH and NETL

IJH

NETL

iShares Core S&P Mid-Cap ETF · $125BColterpoint Net Lease Real Estate ETF · $47M

+18.4%3 years · per year$16,594 · $13,839+11.4%

+7.9%5 years · per year$14,620 · $9,951−0.1%

0.05%Expense ratio$5 · $60 on $10k · lower wins0.60%

1.21%12-mo yield$121 · $513 on $10k5.13%

−8.8%Worst dropSmaller wins−16.7%

15.0%VolatilityLower wins14.9%

4–2IJH wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsIJH · NETL

0.4%WPC8.3%

0.3%GLPI3.7%

0.2%ADC8.6%

0.2%NNN8.3%

Held in common1.6%

End-of-day Nov 4, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.80%	+1.5%	+22.8%	+27.5%	+22.9%	+12.9%	−6.4%	$184.2B
2	AIJH	iShares Core S&P Mid-Cap ETFRead Desk	0.05%	1.21%	+0.6%	+13.9%	+16.4%	+18.4%	+7.9%	−8.8%	$125.4B
3	BNETL	Colterpoint Net Lease Real Estate ETFRead Desk	0.60%	5.13%	+1.6%	+7.8%	+7.5%	+11.4%	−0.1%	−16.7%	$47M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.80%	+1.5%	+22.8%	+27.5%	+22.9%	+12.9%	−6.4%	$184.2B
2	AIJH	iShares Core S&P Mid-Cap ETFRead Desk	0.05%	1.21%	+0.6%	+13.9%	+16.4%	+18.4%	+7.9%	−8.8%	$125.4B
3	BNETL	Colterpoint Net Lease Real Estate ETFRead Desk	0.60%	5.13%	+1.6%	+7.8%	+7.5%	+11.4%	−0.1%	−16.7%	$47M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

IJH vs NETL

IJH

iShares Core S&P Mid-Cap

$14,620

NETL

Colterpoint Net Lease Real Estate

$9,951

MeasureIJHNETL

Fee0.05%0.60%

Cost on $10k a year$5$60

Yield1.21%5.13%

5 years, per year+7.9%−0.1%

3 years, per year+18.4%+11.4%

Worst drop · 1Y−8.8%−16.7%

Volatility · 1Y15.0%14.9%

4–2measures won
IJH first

1.6%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

VTV vs SCHV

YTD

VanguardVTV

+22.8%

SCHVSchwab

+20.4%

+22.8%Year to date+20.4%

1.8%Yield1.8%

$184BAssets$15.9B

1–0VTV wins

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

Overlap: IJH, NETL, VTV

Today

1.6%most shared, IJH and NETL

IJHNETLVTV

IJH—1.6%0.2%

NETL1.6%—0.3%

VTV0.2%0.3%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$453most kept, NETL

NETL$513 − $60 = $453

VTV$180 − $3 = $177

IJH$121 − $5 = $116

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee