Compare · 2 funds side by side · dividends reinvested

REGL and SMMV

Story of the two · Growth1Y$10,000 one year agoDividends reinvested · both on one scale$11,676REGL · best of the two

02 / 04

REGL and SMMV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

ProShares - S&P MidCap 400 Dividend Aristocrats ETFIncome · Dividend stocks0.40%2.14%+12.3%+16.8%+16.2%+8.0%−9.7%12.6%$1.8B1.4

iShares MSCI USA Small-Cap Min Vol Factor ETFUS Stock Styles · Small cap0.20%1.57%+9.8%+13.8%+15.6%+6.0%−7.0%9.4%$280M1.6

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 3, 2026 · returns include dividends · since: REGL 2015 · SMMV 2016

Head to Head

Swap sides Versus in desk

Head to Head

ProShares - S&P MidCap 400 Dividend Aristocrats ETF · $1.8B$14,670

REGL

SMMV

iShares MSCI USA Small-Cap Min Vol Factor ETF · $280M$13,382

$10,000 five years ago, dividends reinvested · they hold 19.2% in common

REGLMeasureSMMV

+12.3%Year to dateJan 1 → Nov 3+9.8%

+16.8%1 yearTotal return+13.8%

+16.2%3 years · per year$10,000 became $15,689 · $15,435+15.6%

+8.0%5 years · per year$10,000 became $14,670 · $13,382+6.0%

0.40%Expense ratio$40 · $20 a year on $10k · lower is better0.20%

2.14%Trailing 12-mo yield$214 · $157 a year on $10k1.57%

−9.7%Worst dropSmaller is better−7.0%

12.6%VolatilityLower is calmer9.4%

REGLSMMV Winner of the row, in its colourEach row: the bigger of the two fills its side

5–3REGL wins

End-of-day Nov 3, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

REGL vs SMMV: Top 5 Holdings

Today

REGL

8.7%in top 5

SMMV

in top 56.8%

REGLStockSMMV

1.8%EVRnot top 5

1.7%THOnot top 5

1.7%CHDNnot top 5

1.7%Rnot top 5

1.7%WLKnot top 5

not top 5PNW1.5%

not top 5RNR1.4%

not top 5OHI1.4%

not top 5THG1.3%

not top 5OGE1.2%

Held in common19.2%

End-of-day Nov 3, 2026 · share of each fund

REGL vs SMMV Returns, Every Period

ProSharesREGL

+8.0%

5 years, per year

SMMViShares

+6.0%

5 years, per year

REGLSMMVFaded: behind in that period

4–0REGL wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

Income vs Stocks: REGL vs SMMV

YTD

ProSharesREGL

+12.3%

SMMViShares

+9.8%

+12.3%Year to date+9.8%

−9.7%Worst drop · 1Y−7.0%

12.6%Volatility · 1Y9.4%

2.1%Yield1.6%

$1.8BAssets$280M

2–2level

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: REGL, SMMV

Today

0.20%lowest, SMMV

FundExpense ratioFee$10k

SMMV0.20%$20

REGL0.40%$40

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: REGL, SMMV

2.14%highest, REGL

FundTrailing yieldYield$10k

REGL2.14%$214

SMMV1.57%$157

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$174most kept, REGL

REGL$214 − $40 = $174

SMMV$157 − $20 = $137

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: REGL, SMMV

Today

19.2%most shared, REGL and SMMV

REGLSMMV

REGL—19.2%

SMMV19.2%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+16.8%REGL, at 12.6% volatility

SMMVWorst drop−7.0%9.4% vol

REGLWorst drop−9.7%12.6% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

REGLSMMV

+12.3%Year to date+9.8%

2.1%Yield1.6%

+16.8%Past year+13.8%

0.40%Fee0.20%

3–1REGL wins

End-of-day Nov 3, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026