SMMV vs NETL

ASMMV

BNETL

Measures won5–1SMMV wins · of 6 · 5Y

$10,000 · 5Y$17,626VTV · VUG $16,052

Lowest cost0.03%VTV · $3 on $10k

Most income5.18%NETL · $518 on $10k

Smallest drop−6.4%VTV · worst fall in 1Y

Held in common3.1%SMMV and NETL

SMMV

NETL

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

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

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

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

1.57%12-mo yield$157 · $518 on $10k5.18%

−7.0%Worst dropSmaller wins−16.7%

9.8%VolatilityLower wins14.9%

5–1SMMV wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsSMMV · NETL

1.2%ADC8.6%

0.7%NNN8.2%

0.3%FCPT4.2%

0.2%NTST4.1%

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	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.86%	−3.1%	+19.0%	+24.0%	+21.3%	+12.0%	−6.4%	$184.2B
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.43%	−5.5%	+0.5%	−0.6%	+22.8%	+9.9%	−15.1%	$232.9B
3	ASMMV	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%	$279M
4	BNETL	Colterpoint Net Lease Real Estate ETFRead Desk	0.60%	5.18%	−0.9%	+6.8%	+7.5%	+10.5%	−0.6%	−16.7%	$48M

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	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.86%	−3.1%	+19.0%	+24.0%	+21.3%	+12.0%	−6.4%	$184.2B
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.43%	−5.5%	+0.5%	−0.6%	+22.8%	+9.9%	−15.1%	$232.9B
3	ASMMV	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%	$279M
4	BNETL	Colterpoint Net Lease Real Estate ETFRead Desk	0.60%	5.18%	−0.9%	+6.8%	+7.5%	+10.5%	−0.6%	−16.7%	$48M

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

SMMV vs NETL

SMMV

iShares MSCI USA Small-Cap Min Vol Factor

$13,413

NETL

Colterpoint Net Lease Real Estate

$9,724

MeasureSMMVNETL

Fee0.20%0.60%

Cost on $10k a year$20$60

Yield1.57%5.18%

5 years, per year+6.0%−0.6%

3 years, per year+15.1%+10.5%

Worst drop · 1Y−7.0%−16.7%

Volatility · 1Y9.8%14.9%

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$59.1B

1–1level

End-of-day Nov 5, 2026

VTV vs SCHV

YTD

VanguardVTV

+19.0%

SCHVSchwab

+16.6%

+19.0%Year to date+16.6%

1.9%Yield1.8%

$184BAssets$15.4B

2–0VTV 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%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

Overlap: SMMV, NETL, VTV, VUG

Today

3.1%most shared, SMMV and NETL

SMMVNETLVTVVUG

SMMV—3.1%0.0%0.0%

NETL3.1%—0.3%0.0%

VTV0.0%0.3%—1.9%

VUG0.0%0.0%1.9%—

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

VTV$186 − $3 = $183

SMMV$157 − $20 = $137

VUG$43 − $3 = $40

KeptFee

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