VTV vs NETL

AVTV

BNETL

Measures won5–1VTV wins · of 6 · 5Y

$10,000 · 5Y$17,865VTV · VUG $16,565

Lowest cost0.03%VTV · $3 on $10k

Most income5.14%NETL · $514 on $10k

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

Held in common0.3%VTV and NETL

VTV

NETL

Vanguard Morningstar Value ETF · $184BColterpoint Net Lease Real Estate ETF · $48M

+21.0%3 years · per year$17,700 · $12,949+9.0%

+12.3%5 years · per year$17,865 · $9,871−0.3%

0.03%Expense ratio$3 · $60 on $10k · lower wins0.60%

1.83%12-mo yield$183 · $514 on $10k5.14%

−6.4%Worst dropSmaller wins−16.7%

10.8%VolatilityLower wins15.0%

5–1VTV wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsVTV · NETL

0.2%O8.7%

0.1%VICI8.7%

Held in common0.3%

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	AVTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.83%	+2.0%	+20.9%	+25.4%	+21.0%	+12.3%	−6.4%	$184.2B
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+2.8%	+4.2%	+4.7%	+22.9%	+10.6%	−15.1%	$232.9B
3	IJR	iShares Core S&P Small-Cap ETFRead Desk	0.06%	1.21%	+3.0%	+18.9%	+22.8%	+17.4%	+5.8%	−9.7%	$106.7B
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	AVTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.83%	+2.0%	+20.9%	+25.4%	+21.0%	+12.3%	−6.4%	$184.2B
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+2.8%	+4.2%	+4.7%	+22.9%	+10.6%	−15.1%	$232.9B
3	IJR	iShares Core S&P Small-Cap ETFRead Desk	0.06%	1.21%	+3.0%	+18.9%	+22.8%	+17.4%	+5.8%	−9.7%	$106.7B
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

VTV vs NETL

VTV

Vanguard Morningstar Value

$17,865

NETL

Colterpoint Net Lease Real Estate

$9,871

MeasureVTVNETL

Fee0.03%0.60%

Cost on $10k a year$3$60

Yield1.83%5.14%

5 years, per year+12.3%−0.3%

3 years, per year+21.0%+9.0%

Worst drop · 1Y−6.4%−16.7%

Volatility · 1Y10.8%15.0%

5–1measures won
VTV first

0.3%

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

VTV vs SCHV

YTD

VanguardVTV

+20.9%

SCHVSchwab

+18.7%

+20.9%Year to date+18.7%

1.8%Yield1.8%

$184BAssets$15.7B

1–0VTV wins

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: VTV, NETL, VUG, IJR

Today

1.9%most shared, VTV and VUG

VTVNETLVUGIJR

VTV—0.3%1.9%0.0%

NETL0.3%—0.0%1.1%

VUG1.9%0.0%—0.0%

IJR0.0%1.1%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

VTV$183 − $3 = $180

IJR$121 − $6 = $115

VUG$41 − $3 = $38

KeptFee

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