NETL vs SMMV

ANETL

BSMMV

Measures won1–5SMMV wins · of 6 · 5Y

$10,000 · 5Y$15,474XLF · XLV $14,979

Lowest cost0.08%XLF · $8 on $10k

Most income5.22%NETL · $522 on $10k

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

Held in common3.2%NETL and SMMV

NETL

SMMV

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

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

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

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

5.22%12-mo yield$522 · $158 on $10k1.58%

−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

8.7%ADC1.3%

8.2%NNN0.8%

4.2%FCPT0.3%

4.1%NTST0.3%

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	XLF	State Street Financial Select Sector SPDR ETFRead Desk	0.08%	1.44%	−0.6%	+5.7%	+10.4%	+22.5%	+9.1%	−14.8%	$55.5B
2	XLV	State Street Health Care Select Sector SPDR ETFRead Desk	0.08%	1.38%	−0.1%	+20.9%	+29.0%	+15.9%	+8.4%	−10.5%	$50.9B
3	BSMMV	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	ANETL	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	XLF	State Street Financial Select Sector SPDR ETFRead Desk	0.08%	1.44%	−0.6%	+5.7%	+10.4%	+22.5%	+9.1%	−14.8%	$55.5B
2	XLV	State Street Health Care Select Sector SPDR ETFRead Desk	0.08%	1.38%	−0.1%	+20.9%	+29.0%	+15.9%	+8.4%	−10.5%	$50.9B
3	BSMMV	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	ANETL	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

NETL vs SMMV

NETL

Colterpoint Net Lease Real Estate

$9,825

SMMV

iShares MSCI USA Small-Cap Min Vol Factor

$13,312

MeasureNETLSMMV

Fee0.60%0.20%

Cost on $10k a year$60$20

Yield5.22%1.58%

5 years, per year−0.4%+5.9%

3 years, per year+9.6%+14.5%

Worst drop · 1Y−16.7%−7.0%

Volatility · 1Y14.9%9.8%

5–1measures won
SMMV first

3.2%

holdings shared

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

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

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: NETL, SMMV, XLF, XLV

Today

3.2%most shared, NETL and SMMV

NETLSMMVXLFXLV

NETL—3.2%0.0%0.0%

SMMV3.2%—0.5%0.4%

XLF0.0%0.5%—0.0%

XLV0.0%0.4%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

XLF$144 − $8 = $136

XLV$138 − $8 = $130

KeptFee

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