Compare · 2 funds side by side · dividends reinvested

REGL and SCHD

REGLProShares×SCHDSchwab×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,352SCHD · best of the two

02 / 04

REGL and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.97%+32.8%+37.6%+21.2%+10.3%−6.9%11.4%$121B1.0

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%$1.8B2.0

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 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

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

REGL

SCHD

Schwab U.S. Dividend Equity ETF · $121B$16,352

$10,000 five years ago, dividends reinvested · they hold 0.6% in common

REGLMeasureSCHD

+12.3%Year to dateJan 1 → Nov 3+32.8%

+16.8%1 yearTotal return+37.6%

+16.2%3 years · per year$10,000 became $15,689 · $17,784+21.2%

+8.0%5 years · per year$10,000 became $14,670 · $16,352+10.3%

0.40%Expense ratio$40 · $6 a year on $10k · lower is better0.06%

2.14%Trailing 12-mo yield$214 · $297 a year on $10k2.97%

−9.7%Worst dropSmaller is better−6.9%

12.6%VolatilityLower is calmer11.4%

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

0–8SCHD 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 SCHD: Top 5 Holdings

Today

REGL

8.7%in top 5

SCHD

in top 521.4%

REGLStockSCHD

not top 5TXN4.6%

not top 5PG4.3%

not top 5KO4.2%

not top 5CVX4.2%

not top 5HD4.2%

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

Held in common0.6%

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

REGL vs SCHD Returns, Every Period

ProSharesREGL

+8.0%

5 years, per year

SCHDSchwab

+10.3%

5 years, per year

REGLSCHDFaded: behind in that period

0–4SCHD wins

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

REGL vs SCHD

YTD

ProSharesREGL

+12.3%

SCHDSchwab

+32.8%

+12.3%Year to date+32.8%

−9.7%Worst drop · 1Y−6.9%

12.6%Volatility · 1Y11.4%

2.1%Yield3.0%

$1.8BAssets$121B

4–0SCHD wins

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

Cost, Income and Risk

Fees: REGL, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

REGL0.40%$40

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

Yields: REGL, SCHD

2.97%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.97%$297

REGL2.14%$214

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

Income After Fees on $10,000

$291most kept, SCHD

SCHD$297 − $6 = $291

REGL$214 − $40 = $174

KeptFee

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

Overlap: REGL, SCHD

Today

0.6%most shared, REGL and SCHD

REGLSCHD

REGL—0.6%

SCHD0.6%—

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

Return vs Bumpiness: 2 ETFs

+37.6%SCHD, at 11.4% volatility

SCHDWorst drop−6.9%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

SCHDREGL

+32.8%Year to date+12.3%

3.0%Yield2.1%

+37.6%Past year+16.8%

0.06%Fee0.40%

4–0SCHD 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