NETL vs SMMV

ANETL

BSMMV

Measures won1–5SMMV wins · of 6 · 5Y

$10,000 · 5Y$13,866SMMV · NETL $9,951

Lowest cost0.20%SMMV · $20 on $10k

Most income5.13%NETL · $513 on $10k

Smallest drop−7.0%SMMV · worst fall in 1Y

Held in common3.1%NETL and SMMV

NETL

SMMV

Colterpoint Net Lease Real Estate ETF · $47MiShares MSCI USA Small-Cap Min Vol Factor ETF · $280M

+11.4%3 years · per year$13,839 · $15,637+16.1%

−0.1%5 years · per year$9,951 · $13,866+6.8%

0.60%Expense ratio$60 · $20 on $10k · lower wins0.20%

5.13%12-mo yield$513 · $154 on $10k1.54%

−16.7%Worst dropSmaller wins−7.0%

14.9%VolatilityLower wins9.5%

1–5SMMV wins

$10,000 · 5 yearsOne scale

Shared top holdingsNETL · SMMV

8.6%ADC1.2%

8.3%NNN0.8%

4.2%FCPT0.3%

4.0%NTST0.2%

Held in common3.1%

End-of-day Nov 4, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	BSMMV	iShares MSCI USA Small-Cap Min Vol Factor ETFRead Desk		0.20%	1.54%	+1.9%	+11.8%	+15.9%	+16.1%	+6.8%	−7.0%	$280M
2	ANETL	Colterpoint Net Lease Real Estate ETFRead Desk		0.60%	5.13%	+1.6%	+7.8%	+7.5%	+11.4%	−0.1%	−16.7%	$47M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BSMMV	iShares MSCI USA Small-Cap Min Vol Factor ETFRead Desk		0.20%	1.54%	+1.9%	+11.8%	+15.9%	+16.1%	+6.8%	−7.0%	$280M
2	ANETL	Colterpoint Net Lease Real Estate ETFRead Desk		0.60%	5.13%	+1.6%	+7.8%	+7.5%	+11.4%	−0.1%	−16.7%	$47M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

NETL vs SMMV

NETL

Colterpoint Net Lease Real Estate

$9,951

SMMV

iShares MSCI USA Small-Cap Min Vol Factor

$13,866

MeasureNETLSMMV

Fee0.60%0.20%

Cost on $10k a year$60$20

Yield5.13%1.54%

5 years, per year−0.1%+6.8%

3 years, per year+11.4%+16.1%

Worst drop · 1Y−16.7%−7.0%

Volatility · 1Y14.9%9.5%

5–1measures won
SMMV first

3.1%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: NETL, SMMV

Today

3.1%most shared, NETL and SMMV

NETLSMMV

NETL—3.1%

SMMV3.1%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$453most kept, NETL

NETL$513 − $60 = $453

SMMV$154 − $20 = $134

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee