NETL vs IJH

ANETL

BIJH

Measures won2–4IJH wins · of 6 · 5Y

$10,000 · 5Y$13,830IJH · SMMV $13,412

Lowest cost0.05%IJH · $5 on $10k

Most income5.18%NETL · $518 on $10k

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

Held in common1.6%NETL and IJH

NETL

IJH

Colterpoint Net Lease Real Estate ETF · $47MiShares Core S&P Mid-Cap ETF · $125B

+10.5%3 years · per year$13,485 · $15,806+16.5%

−0.6%5 years · per year$9,724 · $13,830+6.7%

0.60%Expense ratio$60 · $5 on $10k · lower wins0.05%

5.18%12-mo yield$518 · $126 on $10k1.26%

−16.7%Worst dropSmaller wins−8.8%

14.9%VolatilityLower wins15.5%

2–4IJH wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsNETL · IJH

8.3%WPC0.4%

3.7%GLPI0.3%

8.6%ADC0.3%

8.2%NNN0.2%

Held in common1.6%

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	BIJH	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	SMMV	iShares MSCI USA Small-Cap Min Vol Factor ETFRead Desk	0.20%	1.57%	−2.0%	+9.6%	+13.3%	+15.1%	+6.0%	−7.0%	$285M
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	BIJH	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	SMMV	iShares MSCI USA Small-Cap Min Vol Factor ETFRead Desk	0.20%	1.57%	−2.0%	+9.6%	+13.3%	+15.1%	+6.0%	−7.0%	$285M
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 IJH

NETL

Colterpoint Net Lease Real Estate

$9,724

IJH

iShares Core S&P Mid-Cap

$13,830

MeasureNETLIJH

Fee0.60%0.05%

Cost on $10k a year$60$5

Yield5.18%1.26%

5 years, per year−0.6%+6.7%

3 years, per year+10.5%+16.5%

Worst drop · 1Y−16.7%−8.8%

Volatility · 1Y14.9%15.5%

4–2measures won
IJH first

1.6%

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, SMMV, IJH

Today

27.9%most shared, SMMV and IJH

NETLSMMVIJH

NETL—3.1%1.6%

SMMV3.1%—27.9%

IJH1.6%27.9%—

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

SMMV$157 − $20 = $137

IJH$126 − $5 = $121

KeptFee

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