VTV vs NETL

AVTV

BNETL

Measures won5–1VTV wins · of 6 · 5Y

$10,000 · 5Y$17,585VTV · IWF $15,441

Lowest cost0.03%VTV · $3 on $10k

Most income5.22%NETL · $522 on $10k

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

Held in common0.3%VTV and NETL

VTV

NETL

Vanguard Morningstar Value ETF · $184BColterpoint Net Lease Real Estate ETF · $48M

+20.9%3 years · per year$17,687 · $13,159+9.6%

+12.0%5 years · per year$17,585 · $9,825−0.4%

0.03%Expense ratio$3 · $60 on $10k · lower wins0.60%

1.87%12-mo yield$187 · $522 on $10k5.22%

−6.4%Worst dropSmaller wins−16.7%

10.7%VolatilityLower wins14.9%

5–1VTV wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsVTV · NETL

0.2%O8.7%

0.1%VICI8.8%

Held in common0.3%

End-of-day Nov 6, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Four

5Y4 funds

#
1	AVTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.87%	−0.4%	+18.5%	+22.9%	+20.9%	+12.0%	−6.4%	$184.2B
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	+1.3%	−5.3%	−6.5%	+19.4%	+9.1%	−14.6%	$112.9B
3	SMMV	iShares MSCI USA Small-Cap Min Vol Factor ETFRead Desk	0.20%	1.58%	−0.7%	+8.8%	+11.9%	+14.5%	+5.9%	−7.0%	$279M
4	BNETL	Colterpoint Net Lease Real Estate ETFRead Desk	0.60%	5.22%	−0.7%	+6.1%	+6.2%	+9.6%	−0.4%	−16.7%	$48M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Four

5Y4 funds

#
1	AVTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.87%	−0.4%	+18.5%	+22.9%	+20.9%	+12.0%	−6.4%	$184.2B
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	+1.3%	−5.3%	−6.5%	+19.4%	+9.1%	−14.6%	$112.9B
3	SMMV	iShares MSCI USA Small-Cap Min Vol Factor ETFRead Desk	0.20%	1.58%	−0.7%	+8.8%	+11.9%	+14.5%	+5.9%	−7.0%	$279M
4	BNETL	Colterpoint Net Lease Real Estate ETFRead Desk	0.60%	5.22%	−0.7%	+6.1%	+6.2%	+9.6%	−0.4%	−16.7%	$48M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

VTV vs NETL

VTV

Vanguard Morningstar Value

$17,585

NETL

Colterpoint Net Lease Real Estate

$9,825

MeasureVTVNETL

Fee0.03%0.60%

Cost on $10k a year$3$60

Yield1.87%5.22%

5 years, per year+12.0%−0.4%

3 years, per year+20.9%+9.6%

Worst drop · 1Y−6.4%−16.7%

Volatility · 1Y10.7%14.9%

5–1measures won
VTV first

0.3%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

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

$233BAssets$59.1B

1–1level

End-of-day Nov 6, 2026

VTV vs SCHV

YTD

VanguardVTV

+18.5%

SCHVSchwab

+16.2%

+18.5%Year to date+16.2%

1.9%Yield1.8%

$184BAssets$15.4B

2–0VTV wins

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

Overlap: NETL, SMMV, IWF, VTV

Today

11.8%most shared, IWF and VTV

NETLSMMVIWFVTV

NETL—3.2%0.0%0.3%

SMMV3.2%—0.6%0.0%

IWF0.0%0.6%—11.8%

VTV0.3%0.0%11.8%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$462most kept, NETL

NETL$522 − $60 = $462

VTV$187 − $3 = $184

SMMV$158 − $20 = $138

IWF$39 − $18 = $21

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee