NETL vs SMMV

ANETL

BSMMV

Measures won1–5SMMV wins · of 6 · 5Y

$10,000 · 5Y$25,404XLE · IWF $15,330

Lowest cost0.08%XLE · $8 on $10k

Most income5.18%NETL · $518 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 · $285M

+10.5%3 years · per year$13,485 · $15,234+15.1%

−0.6%5 years · per year$9,724 · $13,412+6.0%

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

5.18%12-mo yield$518 · $157 on $10k1.57%

−16.7%Worst dropSmaller wins−7.0%

14.9%VolatilityLower wins9.8%

1–5SMMV wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsNETL · SMMV

8.6%ADC1.2%

8.2%NNN0.7%

4.2%FCPT0.3%

4.1%NTST0.2%

Held in common3.1%

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 Four

5Y4 funds

#
1	XLE	State Street Energy Select Sector SPDR ETFRead Desk	0.08%	2.47%	−3.0%	+40.6%	+45.4%	+16.7%	+20.5%	−15.0%	$44.1B
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	−6.4%	−6.5%	−7.6%	+19.5%	+8.9%	−14.6%	$120.5B
3	BSMMV	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
4	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 Four

5Y4 funds

#
1	XLE	State Street Energy Select Sector SPDR ETFRead Desk	0.08%	2.47%	−3.0%	+40.6%	+45.4%	+16.7%	+20.5%	−15.0%	$44.1B
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	−6.4%	−6.5%	−7.6%	+19.5%	+8.9%	−14.6%	$120.5B
3	BSMMV	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
4	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 SMMV

NETL

Colterpoint Net Lease Real Estate

$9,724

SMMV

iShares MSCI USA Small-Cap Min Vol Factor

$13,413

MeasureNETLSMMV

Fee0.60%0.20%

Cost on $10k a year$60$20

Yield5.18%1.57%

5 years, per year−0.6%+6.0%

3 years, per year+10.5%+15.1%

Worst drop · 1Y−16.7%−7.0%

Volatility · 1Y14.9%9.8%

5–1measures won
SMMV first

3.1%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+0.5%

SCHGSchwab

+0.9%

+0.5%Year to date+0.9%

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

$233BAssets$62.5B

1–1level

End-of-day Nov 5, 2026

XLE vs VDE

YTD

SPDRXLE

+40.6%

VDEVanguard

+38.4%

+40.6%Year to date+38.4%

2.5%Yield2.4%

$44.1BAssets$10.4B

2–0XLE wins

End-of-day Nov 5, 2026

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

Overlap: NETL, SMMV, XLE, IWF

Today

3.1%most shared, NETL and SMMV

NETLSMMVXLEIWF

NETL—3.1%0.0%0.0%

SMMV3.1%—0.3%0.6%

XLE0.0%0.3%—0.5%

IWF0.0%0.6%0.5%—

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

XLE$247 − $8 = $239

SMMV$157 − $20 = $137

IWF$39 − $18 = $21

KeptFee

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