IJR vs NETL

AIJR

BNETL

Measures won4–2IJR wins · of 6 · 5Y

$10,000 · 5Y$16,052VUG · IJR $13,136

Lowest cost0.03%VUG · $3 on $10k

Most income5.18%NETL · $518 on $10k

Smallest drop−9.7%IJR · worst fall in 1Y

Held in common1.0%IJR and NETL

IJR

NETL

iShares Core S&P Small-Cap ETF · $108BColterpoint Net Lease Real Estate ETF · $47M

+17.4%3 years · per year$16,200 · $13,485+10.5%

+5.6%5 years · per year$13,136 · $9,724−0.6%

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

1.24%12-mo yield$124 · $518 on $10k5.18%

−9.7%Worst dropSmaller wins−16.7%

16.3%VolatilityLower wins14.9%

4–2IJR wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsIJR · NETL

0.3%EPRT4.1%

0.2%BNL3.8%

0.1%FCPT4.2%

0.1%GTY3.9%

Held in common1.0%

End-of-day Nov 5, 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	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.43%	−5.5%	+0.5%	−0.6%	+22.8%	+9.9%	−15.1%	$232.9B
2	AIJR	iShares Core S&P Small-Cap ETFRead Desk	0.06%	1.24%	−3.8%	+15.4%	+19.4%	+17.4%	+5.6%	−9.7%	$107.7B
3	BNETL	Colterpoint Net Lease Real Estate ETFRead Desk	0.60%	5.18%	−0.9%	+6.8%	+7.5%	+10.5%	−0.6%	−16.7%	$47M

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

All Three

5Y3 funds

#
1	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.43%	−5.5%	+0.5%	−0.6%	+22.8%	+9.9%	−15.1%	$232.9B
2	AIJR	iShares Core S&P Small-Cap ETFRead Desk	0.06%	1.24%	−3.8%	+15.4%	+19.4%	+17.4%	+5.6%	−9.7%	$107.7B
3	BNETL	Colterpoint Net Lease Real Estate ETFRead Desk	0.60%	5.18%	−0.9%	+6.8%	+7.5%	+10.5%	−0.6%	−16.7%	$47M

End-of-day Nov 5, 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

$13,136

NETL

Colterpoint Net Lease Real Estate

$9,724

MeasureIJRNETL

Fee0.06%0.60%

Cost on $10k a year$6$60

Yield1.24%5.18%

5 years, per year+5.6%−0.6%

3 years, per year+17.4%+10.5%

Worst drop · 1Y−9.7%−16.7%

Volatility · 1Y16.3%14.9%

4–2measures won
IJR first

1.0%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+0.5%

SCHGSchwab

+0.9%

+0.5%Year to date+0.9%

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

$233BAssets$62.5B

1–1level

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%

$123BAssets$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%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: IJR, NETL, VUG

Today

1.0%most shared, IJR and NETL

IJRNETLVUG

IJR—1.0%0.0%

NETL1.0%—0.0%

VUG0.0%0.0%—

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

Income After Fees on $10,000

$458most kept, NETL

NETL$518 − $60 = $458

IJR$124 − $6 = $118

VUG$43 − $3 = $40

KeptFee

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