Compare · 2 funds side by side · dividends reinvested

SMIG and REGL

SMIGBahl & Gaynor×REGLProShares×

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

02 / 04

SMIG and REGL, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Bahl & Gaynor Small/Mid Cap Income Growth ETFIncome · Dividend stocks0.60%1.67%+14.0%+16.2%+16.7%+7.0%−8.5%11.4%$1.5B1.5

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%$1.8B1.5

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: SMIG 2021 · REGL 2015

Head to Head

Swap sides Versus in desk

Head to Head

Bahl & Gaynor Small/Mid Cap Income Growth ETF · $1.5B$14,057

SMIG

REGL

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

$10,000 five years ago, dividends reinvested · they hold 15.0% in common

SMIGMeasureREGL

+14.0%Year to dateJan 1 → Nov 3+12.3%

+16.2%1 yearTotal return+16.8%

+16.7%3 years · per year$10,000 became $15,886 · $15,689+16.2%

+7.0%5 years · per year$10,000 became $14,057 · $14,670+8.0%

0.60%Expense ratio$60 · $40 a year on $10k · lower is better0.40%

1.67%Trailing 12-mo yield$167 · $214 a year on $10k2.14%

−8.5%Worst dropSmaller is better−9.7%

11.4%VolatilityLower is calmer12.6%

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

4–4Level

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

More Ways to See the Pairs

SMIG vs REGL: Top 5 Holdings

Today

SMIG

22.2%in top 5

REGL

in top 58.7%

SMIGStockREGL

4.7%TRGPnot top 5

4.7%SIMOnot top 5

4.5%VCTRnot top 5

4.2%SNAnot top 5

4.0%RGAnot top 5

not top 5EVR1.8%

not top 5THO1.7%

not top 5CHDN1.7%

not top 5R1.7%

not top 5WLK1.7%

Held in common15.0%

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

SMIG vs REGL Returns, Every Period

Bahl & GaynorSMIG

+7.0%

5 years, per year

REGLProShares

+8.0%

5 years, per year

SMIGREGLFaded: behind in that period

2–2Level

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

SMIG vs REGL

YTD

Bahl & GaynorSMIG

+14.0%

REGLProShares

+12.3%

+14.0%Year to date+12.3%

−8.5%Worst drop · 1Y−9.7%

11.4%Volatility · 1Y12.6%

1.7%Yield2.1%

$1.5BAssets$1.8B

3–1SMIG wins

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

Cost, Income and Risk

Fees: SMIG, REGL

Today

0.40%lowest, REGL

FundExpense ratioFee$10k

REGL0.40%$40

SMIG0.60%$60

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

Yields: SMIG, REGL

2.14%highest, REGL

FundTrailing yieldYield$10k

REGL2.14%$214

SMIG1.67%$167

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

Income After Fees on $10,000

$174most kept, REGL

REGL$214 − $40 = $174

SMIG$167 − $60 = $107

KeptFee

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

Overlap: SMIG, REGL

Today

15.0%most shared, SMIG and REGL

SMIGREGL

SMIG—15.0%

REGL15.0%—

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

SMIGWorst drop−8.5%11.4% 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

REGLSMIG

+12.3%Year to date+14.0%

2.1%Yield1.7%

+16.8%Past year+16.2%

0.40%Fee0.60%

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