IJR vs NETL

AIJR

BNETL

Measures won4–2IJR wins · of 6 · 5Y

$10,000 · 5Y$17,585VTV · IWF $15,441

Lowest cost0.03%VTV · $3 on $10k

Most income5.22%NETL · $522 on $10k

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

Held in common1.1%IJR and NETL

IJR

NETL

iShares Core S&P Small-Cap ETF · $104BColterpoint Net Lease Real Estate ETF · $48M

+17.3%3 years · per year$16,147 · $13,159+9.6%

+5.7%5 years · per year$13,170 · $9,825−0.4%

0.06%Expense ratio$6 · $60 on $10k · lower wins0.60%

1.24%12-mo yield$124 · $522 on $10k5.22%

−9.7%Worst dropSmaller wins−16.7%

16.2%VolatilityLower wins14.9%

4–2IJR wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsIJR · NETL

0.4%EPRT4.2%

0.2%BNL3.8%

0.2%FCPT4.2%

0.1%GTY3.9%

Held in common1.1%

End-of-day Nov 6, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Four

5Y4 funds

#
1	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.87%	−0.4%	+18.5%	+22.9%	+20.9%	+12.0%	−6.4%	$184.2B
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	+1.3%	−5.3%	−6.5%	+19.4%	+9.1%	−14.6%	$114.6B
3	AIJR	iShares Core S&P Small-Cap ETFRead Desk	0.06%	1.24%	+0.1%	+15.5%	+17.6%	+17.3%	+5.7%	−9.7%	$103.8B
4	BNETL	Colterpoint Net Lease Real Estate ETFRead Desk	0.60%	5.22%	−0.7%	+6.1%	+6.2%	+9.6%	−0.4%	−16.7%	$48M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Four

5Y4 funds

#
1	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.87%	−0.4%	+18.5%	+22.9%	+20.9%	+12.0%	−6.4%	$184.2B
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	+1.3%	−5.3%	−6.5%	+19.4%	+9.1%	−14.6%	$114.6B
3	AIJR	iShares Core S&P Small-Cap ETFRead Desk	0.06%	1.24%	+0.1%	+15.5%	+17.6%	+17.3%	+5.7%	−9.7%	$103.8B
4	BNETL	Colterpoint Net Lease Real Estate ETFRead Desk	0.60%	5.22%	−0.7%	+6.1%	+6.2%	+9.6%	−0.4%	−16.7%	$48M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

IJR vs NETL

IJR

iShares Core S&P Small-Cap

$13,170

NETL

Colterpoint Net Lease Real Estate

$9,825

MeasureIJRNETL

Fee0.06%0.60%

Cost on $10k a year$6$60

Yield1.24%5.22%

5 years, per year+5.7%−0.4%

3 years, per year+17.3%+9.6%

Worst drop · 1Y−9.7%−16.7%

Volatility · 1Y16.2%14.9%

4–2measures won
IJR first

1.1%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$59.7B

1–1level

End-of-day Nov 6, 2026

VTV vs SCHV

YTD

VanguardVTV

+18.5%

SCHVSchwab

+16.2%

+18.5%Year to date+16.2%

1.9%Yield1.8%

$184BAssets$15.4B

2–0VTV wins

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

Overlap: IJR, NETL, VTV, IWF

Today

11.8%most shared, VTV and IWF

IJRNETLVTVIWF

IJR—1.1%0.0%0.1%

NETL1.1%—0.3%0.0%

VTV0.0%0.3%—11.8%

IWF0.1%0.0%11.8%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$462most kept, NETL

NETL$522 − $60 = $462

VTV$187 − $3 = $184

IJR$124 − $6 = $118

IWF$39 − $18 = $21

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee