SMMV vs NETL

ASMMV

BNETL

Measures won5–1SMMV wins · of 6 · 5Y

$10,000 · 5Y$16,124VUG · IJH $13,830

Lowest cost0.03%VUG · $3 on $10k

Most income5.22%NETL · $522 on $10k

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

Held in common3.2%SMMV and NETL

SMMV

NETL

iShares MSCI USA Small-Cap Min Vol Factor ETF · $279MColterpoint Net Lease Real Estate ETF · $48M

+14.5%3 years · per year$15,003 · $13,159+9.6%

+5.9%5 years · per year$13,312 · $9,825−0.4%

0.20%Expense ratio$20 · $60 on $10k · lower wins0.60%

1.58%12-mo yield$158 · $522 on $10k5.22%

−7.0%Worst dropSmaller wins−16.7%

9.8%VolatilityLower wins14.9%

5–1SMMV wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsSMMV · NETL

1.3%ADC8.7%

0.8%NNN8.2%

0.3%FCPT4.2%

0.3%NTST4.1%

Held in common3.2%

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	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
2	IJH	iShares Core S&P Mid-Cap ETFRead Desk	0.05%	1.26%	+0.6%	+9.5%	+12.9%	+16.5%	+6.7%	−8.8%	$120.8B
3	ASMMV	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	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
2	IJH	iShares Core S&P Mid-Cap ETFRead Desk	0.05%	1.26%	+0.6%	+9.5%	+12.9%	+16.5%	+6.7%	−8.8%	$120.8B
3	ASMMV	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

SMMV vs NETL

SMMV

iShares MSCI USA Small-Cap Min Vol Factor

$13,312

NETL

Colterpoint Net Lease Real Estate

$9,825

MeasureSMMVNETL

Fee0.20%0.60%

Cost on $10k a year$20$60

Yield1.58%5.22%

5 years, per year+5.9%−0.4%

3 years, per year+14.5%+9.6%

Worst drop · 1Y−7.0%−16.7%

Volatility · 1Y9.8%14.9%

5–1measures won
SMMV first

3.2%

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

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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: NETL, SMMV, VUG, IJH

Today

28.2%most shared, SMMV and IJH

NETLSMMVVUGIJH

NETL—3.2%0.0%1.6%

SMMV3.2%—0.0%28.2%

VUG0.0%0.0%—0.0%

IJH1.6%28.2%0.0%—

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

SMMV$158 − $20 = $138

IJH$126 − $5 = $121

VUG$42 − $3 = $39

KeptFee

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