IJR vs NETL

AIJR

BNETL

Measures won4–2IJR wins · of 6 · 5Y

$10,000 · 5Y$15,892IWF · IJR $13,254

Lowest cost0.06%IJR · $6 on $10k

Most income5.14%NETL · $514 on $10k

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

Held in common1.1%IJR and NETL

IJR

NETL

iShares Core S&P Small-Cap ETF · $107BColterpoint Net Lease Real Estate ETF · $48M

+17.4%3 years · per year$16,193 · $12,949+9.0%

+5.8%5 years · per year$13,254 · $9,871−0.3%

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

1.21%12-mo yield$121 · $514 on $10k5.14%

−9.7%Worst dropSmaller wins−16.7%

16.4%VolatilityLower wins15.0%

4–2IJR wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsIJR · NETL

0.4%EPRT4.2%

0.2%BNL3.8%

0.1%FCPT4.2%

0.1%GTY4.0%

Held in common1.1%

End-of-day Nov 9, 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	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.38%	+2.9%	−2.5%	−2.2%	+19.8%	+9.7%	−14.6%	$118.1B
2	AIJR	iShares Core S&P Small-Cap ETFRead Desk	0.06%	1.21%	+3.0%	+18.9%	+22.8%	+17.4%	+5.8%	−9.7%	$106.7B
3	BNETL	Colterpoint Net Lease Real Estate ETFRead Desk	0.60%	5.14%	+1.4%	+7.6%	+8.6%	+9.0%	−0.3%	−16.7%	$48M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.38%	+2.9%	−2.5%	−2.2%	+19.8%	+9.7%	−14.6%	$118.1B
2	AIJR	iShares Core S&P Small-Cap ETFRead Desk	0.06%	1.21%	+3.0%	+18.9%	+22.8%	+17.4%	+5.8%	−9.7%	$106.7B
3	BNETL	Colterpoint Net Lease Real Estate ETFRead Desk	0.60%	5.14%	+1.4%	+7.6%	+8.6%	+9.0%	−0.3%	−16.7%	$48M

End-of-day Nov 9, 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

$13,254

NETL

Colterpoint Net Lease Real Estate

$9,871

MeasureIJRNETL

Fee0.06%0.60%

Cost on $10k a year$6$60

Yield1.21%5.14%

5 years, per year+5.8%−0.3%

3 years, per year+17.4%+9.0%

Worst drop · 1Y−9.7%−16.7%

Volatility · 1Y16.4%15.0%

4–2measures won
IJR first

1.1%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

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

$233BAssets$61.4B

1–1level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

Overlap: IWF, NETL, IJR

Today

1.1%most shared, NETL and IJR

IWFNETLIJR

IWF—0.0%0.1%

NETL0.0%—1.1%

IJR0.1%1.1%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$454most kept, NETL

NETL$514 − $60 = $454

IJR$121 − $6 = $115

IWF$38 − $18 = $20

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee