SMMV vs NETL

ASMMV

BNETL

Measures won5–1SMMV wins · of 6 · 5Y

$10,000 · 5Y$16,565VUG · SMMV $13,257

Lowest cost0.03%VUG · $3 on $10k

Most income5.14%NETL · $514 on $10k

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

Held in common3.1%SMMV and NETL

SMMV

NETL

iShares MSCI USA Small-Cap Min Vol Factor ETF · $281MColterpoint Net Lease Real Estate ETF · $48M

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

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

0.20%Expense ratio$20 · $60 on $10k · lower wins0.60%

1.56%12-mo yield$156 · $514 on $10k5.14%

−7.0%Worst dropSmaller wins−16.7%

9.8%VolatilityLower wins15.0%

5–1SMMV wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsSMMV · NETL

1.3%ADC8.7%

0.8%NNN8.2%

0.3%FCPT4.2%

0.3%NTST4.1%

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	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+2.8%	+4.2%	+4.7%	+22.9%	+10.6%	−15.1%	$232.9B
2	ASMMV	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%	$281M
3	VNQ	Vanguard Real Estate ETFRead Desk	0.13%	3.50%	+1.6%	+13.1%	+13.7%	+13.0%	+1.5%	−11.4%	$35.9B
4	BNETL	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	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+2.8%	+4.2%	+4.7%	+22.9%	+10.6%	−15.1%	$232.9B
2	ASMMV	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%	$281M
3	VNQ	Vanguard Real Estate ETFRead Desk	0.13%	3.50%	+1.6%	+13.1%	+13.7%	+13.0%	+1.5%	−11.4%	$35.9B
4	BNETL	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

SMMV vs NETL

SMMV

iShares MSCI USA Small-Cap Min Vol Factor

$13,257

NETL

Colterpoint Net Lease Real Estate

$9,871

MeasureSMMVNETL

Fee0.20%0.60%

Cost on $10k a year$20$60

Yield1.56%5.14%

5 years, per year+5.8%−0.3%

3 years, per year+14.6%+9.0%

Worst drop · 1Y−7.0%−16.7%

Volatility · 1Y9.8%15.0%

5–1measures won
SMMV first

3.1%

holdings shared

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

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

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

$233BAssets$61.4B

1–1level

End-of-day Nov 9, 2026

VNQ vs SCHH

YTD

VanguardVNQ

+13.1%

SCHHSchwab

+16.5%

+13.1%Year to date+16.5%

3.5%Yield2.8%

$35.9BAssets$11.4B

1–1level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

Overlap: SMMV, NETL, VNQ, VUG

Today

9.7%most shared, NETL and VNQ

SMMVNETLVNQVUG

SMMV—3.1%6.7%0.0%

NETL3.1%—9.7%0.0%

VNQ6.7%9.7%—0.9%

VUG0.0%0.0%0.9%—

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

VNQ$350 − $13 = $337

SMMV$156 − $20 = $136

VUG$41 − $3 = $38

KeptFee

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