NETL vs VTV

ANETL

BVTV

Measures won1–5VTV wins · of 6 · 5Y

$10,000 · 5Y$17,865VTV · IJH $14,049

Lowest cost0.03%VTV · $3 on $10k

Most income5.14%NETL · $514 on $10k

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

Held in common0.3%NETL and VTV

NETL

VTV

Colterpoint Net Lease Real Estate ETF · $48MVanguard Morningstar Value ETF · $184B

+9.0%3 years · per year$12,949 · $17,700+21.0%

−0.3%5 years · per year$9,871 · $17,865+12.3%

0.60%Expense ratio$60 · $3 on $10k · lower wins0.03%

5.14%12-mo yield$514 · $183 on $10k1.83%

−16.7%Worst dropSmaller wins−6.4%

15.0%VolatilityLower wins10.8%

1–5VTV wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsNETL · VTV

8.7%O0.2%

8.7%VICI0.1%

Held in common0.3%

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	BVTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.83%	+2.0%	+20.9%	+25.4%	+21.0%	+12.3%	−6.4%	$184.2B
2	IJH	iShares Core S&P Mid-Cap ETFRead Desk	0.05%	1.21%	+3.2%	+13.6%	+17.5%	+16.9%	+7.0%	−8.8%	$125.2B
3	ANETL	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	BVTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.83%	+2.0%	+20.9%	+25.4%	+21.0%	+12.3%	−6.4%	$184.2B
2	IJH	iShares Core S&P Mid-Cap ETFRead Desk	0.05%	1.21%	+3.2%	+13.6%	+17.5%	+16.9%	+7.0%	−8.8%	$125.2B
3	ANETL	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

NETL vs VTV

NETL

Colterpoint Net Lease Real Estate

$9,871

VTV

Vanguard Morningstar Value

$17,865

MeasureNETLVTV

Fee0.60%0.03%

Cost on $10k a year$60$3

Yield5.14%1.83%

5 years, per year−0.3%+12.3%

3 years, per year+9.0%+21.0%

Worst drop · 1Y−16.7%−6.4%

Volatility · 1Y15.0%10.8%

5–1measures won
VTV first

0.3%

holdings shared

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

VTV vs SCHV

YTD

VanguardVTV

+20.9%

SCHVSchwab

+18.7%

+20.9%Year to date+18.7%

1.8%Yield1.8%

$184BAssets$15.7B

1–0VTV wins

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: NETL, IJH, VTV

Today

1.6%most shared, NETL and IJH

NETLIJHVTV

NETL—1.6%0.3%

IJH1.6%—0.2%

VTV0.3%0.2%—

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

VTV$183 − $3 = $180

IJH$121 − $5 = $116

KeptFee

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