NETL vs SMMV

ANETL

BSMMV

Measures won1–5SMMV wins · of 6 · 5Y

$10,000 · 5Y$15,284XLV · IJH $14,049

Lowest cost0.05%IJH · $5 on $10k

Most income5.14%NETL · $514 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 · $48MiShares MSCI USA Small-Cap Min Vol Factor ETF · $277M

+9.0%3 years · per year$12,949 · $15,054+14.6%

−0.3%5 years · per year$9,871 · $13,257+5.8%

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

5.14%12-mo yield$514 · $156 on $10k1.56%

−16.7%Worst dropSmaller wins−7.0%

15.0%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 common3.1%

End-of-day Nov 9, 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	XLV	State Street Health Care Select Sector SPDR ETFRead Desk	0.08%	1.35%	+1.9%	+23.2%	+31.2%	+16.0%	+8.9%	−10.5%	$49.7B
2	IJH	iShares Core S&P Mid-Cap ETFRead Desk	0.05%	1.21%	+3.2%	+13.6%	+17.5%	+16.9%	+7.0%	−8.8%	$121.4B
3	BSMMV	iShares MSCI USA Small-Cap Min Vol Factor ETFRead Desk	0.20%	1.56%	+1.4%	+10.3%	+14.4%	+14.6%	+5.8%	−7.0%	$277M
4	ANETL	Colterpoint Net Lease Real Estate ETFRead Desk	0.60%	5.14%	+1.4%	+7.6%	+8.6%	+9.0%	−0.3%	−16.7%	$48M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Four

5Y4 funds

#
1	XLV	State Street Health Care Select Sector SPDR ETFRead Desk	0.08%	1.35%	+1.9%	+23.2%	+31.2%	+16.0%	+8.9%	−10.5%	$49.7B
2	IJH	iShares Core S&P Mid-Cap ETFRead Desk	0.05%	1.21%	+3.2%	+13.6%	+17.5%	+16.9%	+7.0%	−8.8%	$121.4B
3	BSMMV	iShares MSCI USA Small-Cap Min Vol Factor ETFRead Desk	0.20%	1.56%	+1.4%	+10.3%	+14.4%	+14.6%	+5.8%	−7.0%	$277M
4	ANETL	Colterpoint Net Lease Real Estate ETFRead Desk	0.60%	5.14%	+1.4%	+7.6%	+8.6%	+9.0%	−0.3%	−16.7%	$48M

End-of-day Nov 9, 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

$9,871

SMMV

iShares MSCI USA Small-Cap Min Vol Factor

$13,257

MeasureNETLSMMV

Fee0.60%0.20%

Cost on $10k a year$60$20

Yield5.14%1.56%

5 years, per year−0.3%+5.8%

3 years, per year+9.0%+14.6%

Worst drop · 1Y−16.7%−7.0%

Volatility · 1Y15.0%9.8%

5–1measures won
SMMV first

3.1%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

Overlap: NETL, SMMV, XLV, IJH

Today

28.0%most shared, SMMV and IJH

NETLSMMVXLVIJH

NETL—3.1%0.0%1.6%

SMMV3.1%—0.4%28.0%

XLV0.0%0.4%—0.0%

IJH1.6%28.0%0.0%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$454most kept, NETL

NETL$514 − $60 = $454

SMMV$156 − $20 = $136

XLV$135 − $8 = $127

IJH$121 − $5 = $116

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee