NETL vs VUG

ANETL

BVUG

Measures won2–4VUG wins · of 6 · 5Y

$10,000 · 5Y$17,153VUG · SMMV $13,866

Lowest cost0.03%VUG · $3 on $10k

Most income5.13%NETL · $513 on $10k

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

Held in common0.0%NETL and VUG

NETL

VUG

Colterpoint Net Lease Real Estate ETF · $47MVanguard Morningstar Growth ETF · $233B

+11.4%3 years · per year$13,839 · $19,712+25.4%

−0.1%5 years · per year$9,951 · $17,153+11.4%

0.60%Expense ratio$60 · $3 on $10k · lower wins0.03%

5.13%12-mo yield$513 · $40 on $10k0.40%

−16.7%Worst dropSmaller wins−16.1%

14.9%VolatilityLower wins18.2%

2–4VUG wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsNETL · VUG

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

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

All Three

5Y3 funds

#
1	BVUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.40%	+1.5%	+6.3%	+3.4%	+25.4%	+11.4%	−16.1%	$232.9B
2	SMMV	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
3	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

All Three

5Y3 funds

#
1	BVUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.40%	+1.5%	+6.3%	+3.4%	+25.4%	+11.4%	−16.1%	$232.9B
2	SMMV	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
3	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 VUG

NETL

Colterpoint Net Lease Real Estate

$9,951

VUG

Vanguard Morningstar Growth

$17,153

MeasureNETLVUG

Fee0.60%0.03%

Cost on $10k a year$60$3

Yield5.13%0.40%

5 years, per year−0.1%+11.4%

3 years, per year+11.4%+25.4%

Worst drop · 1Y−16.7%−16.1%

Volatility · 1Y14.9%18.2%

4–2measures won
VUG first

0.0%

holdings shared

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

VUG vs SCHG

YTD

VanguardVUG

+6.3%

SCHGSchwab

+6.8%

+6.3%Year to date+6.8%

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

$233BAssets$61.1B

1–1level

End-of-day Nov 4, 2026

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

Overlap: NETL, SMMV, VUG

Today

3.1%most shared, NETL and SMMV

NETLSMMVVUG

NETL—3.1%0.0%

SMMV3.1%—0.0%

VUG0.0%0.0%—

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

VUG$40 − $3 = $37

KeptFee

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