NETL vs IJR

ANETL

BIJR

Measures won2–4IJR wins · of 6 · 5Y

$10,000 · 5Y$13,830IJH · IJR $13,136

Lowest cost0.05%IJH · $5 on $10k

Most income5.18%NETL · $518 on $10k

Smallest drop−8.8%IJH · worst fall in 1Y

Held in common1.0%NETL and IJR

NETL

IJR

Colterpoint Net Lease Real Estate ETF · $47MiShares Core S&P Small-Cap ETF · $108B

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

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

0.60%Expense ratio$60 · $6 on $10k · lower wins0.06%

5.18%12-mo yield$518 · $124 on $10k1.24%

−16.7%Worst dropSmaller wins−9.7%

14.9%VolatilityLower wins16.3%

2–4IJR wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsNETL · IJR

4.1%EPRT0.3%

3.8%BNL0.2%

4.2%FCPT0.1%

3.9%GTY0.1%

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	IJH	iShares Core S&P Mid-Cap ETFRead Desk	0.05%	1.26%	−3.9%	+9.5%	+12.9%	+16.5%	+6.7%	−8.8%	$125.4B
2	BIJR	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	ANETL	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	IJH	iShares Core S&P Mid-Cap ETFRead Desk	0.05%	1.26%	−3.9%	+9.5%	+12.9%	+16.5%	+6.7%	−8.8%	$125.4B
2	BIJR	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	ANETL	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

NETL vs IJR

NETL

Colterpoint Net Lease Real Estate

$9,724

IJR

iShares Core S&P Small-Cap

$13,136

MeasureNETLIJR

Fee0.60%0.06%

Cost on $10k a year$60$6

Yield5.18%1.24%

5 years, per year−0.6%+5.6%

3 years, per year+10.5%+17.4%

Worst drop · 1Y−16.7%−9.7%

Volatility · 1Y14.9%16.3%

4–2measures won
IJR first

1.0%

holdings shared

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

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

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: NETL, IJR, IJH

Today

1.6%most shared, NETL and IJH

NETLIJRIJH

NETL—1.0%1.6%

IJR1.0%—0.0%

IJH1.6%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

IJH$126 − $5 = $121

IJR$124 − $6 = $118

KeptFee

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