NETL vs IJR

ANETL

BIJR

Measures won2–4IJR wins · of 6 · 5Y

$10,000 · 5Y$16,124VUG · IJR $13,170

Lowest cost0.03%VUG · $3 on $10k

Most income5.22%NETL · $522 on $10k

Smallest drop−9.7%IJR · worst fall in 1Y

Held in common1.1%NETL and IJR

NETL

IJR

Colterpoint Net Lease Real Estate ETF · $48MiShares Core S&P Small-Cap ETF · $104B

+9.6%3 years · per year$13,159 · $16,147+17.3%

−0.4%5 years · per year$9,825 · $13,170+5.7%

0.60%Expense ratio$60 · $6 on $10k · lower wins0.06%

5.22%12-mo yield$522 · $124 on $10k1.24%

−16.7%Worst dropSmaller wins−9.7%

14.9%VolatilityLower wins16.2%

2–4IJR wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsNETL · IJR

4.2%EPRT0.4%

3.8%BNL0.2%

4.2%FCPT0.2%

3.9%GTY0.1%

Held in common1.1%

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 Three

5Y3 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	BIJR	iShares Core S&P Small-Cap ETFRead Desk	0.06%	1.24%	+0.1%	+15.5%	+17.6%	+17.3%	+5.7%	−9.7%	$103.7B
3	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 Three

5Y3 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	BIJR	iShares Core S&P Small-Cap ETFRead Desk	0.06%	1.24%	+0.1%	+15.5%	+17.6%	+17.3%	+5.7%	−9.7%	$103.7B
3	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 IJR

NETL

Colterpoint Net Lease Real Estate

$9,825

IJR

iShares Core S&P Small-Cap

$13,170

MeasureNETLIJR

Fee0.60%0.06%

Cost on $10k a year$60$6

Yield5.22%1.24%

5 years, per year−0.4%+5.7%

3 years, per year+9.6%+17.3%

Worst drop · 1Y−16.7%−9.7%

Volatility · 1Y14.9%16.2%

4–2measures won
IJR first

1.1%

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, VUG, IJR

Today

1.1%most shared, NETL and IJR

NETLVUGIJR

NETL—0.0%1.1%

VUG0.0%—0.0%

IJR1.1%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

IJR$124 − $6 = $118

VUG$42 − $3 = $39

KeptFee

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