Compare · 3 funds side by side · dividends reinvested

REGL, SMMV and IWF

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$15,697IWF · best of the three

Story of the three · IncomeMost incomeREGL · 2.13% · $213 a year on $10k

Story of the three · RiskSmallest drop

REGL, SMMV and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

ProShares - S&P MidCap 400 Dividend Aristocrats ETFIncome · Dividend stocks0.40%2.13%+12.8%+14.8%+14.8%+7.8%−9.7%12.9%$1.8B1.8

iShares MSCI USA Small-Cap Min Vol Factor ETFUS Stock Styles · Small cap0.20%1.56%+10.2%+11.9%+14.3%+5.6%−7.0%9.8%$282M2.0

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.37%−1.5%−3.0%+19.2%+9.4%−14.6%19.6%$119B2.3

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 12, 2026 · returns include dividends · since: REGL 2015 · SMMV 2016 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

5Y

ProShares - S&P MidCap 400 Dividend Aristocrats ETF · $1.8B$14,581

REGL

SMMV

iShares MSCI USA Small-Cap Min Vol Factor ETF · $282M$13,128

$10,000 five years ago, dividends reinvested · they hold 19.4% in common

REGL

More Ways to See the Pairs

REGL vs SMMV: Top 5 Holdings

Today

REGL

8.7%in top 5

SMMV

in top 56.9%

REGLStockSMMV

1.8%PIInot top 5

1.8%CHDNnot top 5

1.7%EVRnot top 5

1.7%THOnot top 5

1.7%Rnot top 5

Cost, Income and Risk

Fees: REGL, SMMV, IWF

Today

0.18%lowest, IWF

FundExpense ratioFee$10k

IWF0.18%$18

SMMV0.20%$20

REGL0.40%$40

End-of-day Nov 12, 2026 · fee on $10,000 a year

Yields: REGL, SMMV, IWF

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+4.9%

SCHGSchwab

+5.6%

+4.9%Year to date+5.6%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$61.0B

1–1level

End-of-day Nov 12, 2026

SCHD vs VIG

YTD

SchwabSCHD

+34.2%

VIGVanguard

+16.0%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.8%

JEPIJ.P. Morgan

+8.3%

Measure

SMMV

+12.8%Year to dateJan 1 → Nov 12+10.2%

+14.8%1 yearTotal return+11.9%

+14.8%3 years · per year$10,000 became $15,114 · $14,918+14.3%

+7.8%5 years · per year$10,000 became $14,581 · $13,128+5.6%

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

2.13%Trailing 12-mo yield$213 · $156 a year on $10k1.56%

−9.7%Worst dropSmaller is better−7.0%

12.9%VolatilityLower is calmer9.8%

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

5–3REGL wins

End-of-day Nov 12, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5PNW1.5%

not top 5RNR1.4%

not top 5OHI1.4%

not top 5THG1.3%

not top 5ADC1.2%

Held in common19.4%

End-of-day Nov 12, 2026 · share of each fund

REGL vs SMMV Returns, Every Period

5Y

ProSharesREGL

+7.8%

5 years, per year

SMMViShares

+5.6%

5 years, per year

REGLSMMVFaded: behind in that period

4–0REGL wins

End-of-day Nov 12, 2026 · dividends in · faded = behind in that period

Income vs Stocks: REGL vs SMMV

YTD

ProSharesREGL

+12.8%

SMMViShares

+10.2%

+12.8%Year to date+10.2%

−9.7%Worst drop · 1Y−7.0%

12.9%Volatility · 1Y9.8%

2.1%Yield1.6%

$1.8BAssets$282M

2–2level

End-of-day Nov 12, 2026 · smaller drop and lower volatility win

1Y

2.13%highest, REGL

FundTrailing yieldYield$10k

REGL2.13%$213

SMMV1.56%$156

IWF0.37%$37

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

Income After Fees on $10,000

1Y

$173most kept, REGL

REGL$213 − $40 = $173

SMMV$156 − $20 = $136

IWF$37 − $18 = $19

KeptFee

End-of-day Nov 12, 2026 · yield in dollars minus the fee

Overlap: REGL, SMMV, IWF

Today

19.4%most shared, REGL and SMMV

REGLSMMVIWF

REGL—19.4%0.0%

SMMV19.4%—0.6%

IWF0.0%0.6%—

End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+14.8%REGL, at 12.9% volatility

SMMVWorst drop−7.0%9.8% vol

REGLWorst drop−9.7%12.9% vol

IWFWorst drop−14.6%19.6% vol

End-of-day Nov 12, 2026 · up and left is better

Paid More vs Made More

YTD

REGLSMMV

+12.8%Year to date+10.2%

2.1%Yield1.6%

+14.8%Past year+11.9%

0.40%Fee0.20%

3–1REGL wins

End-of-day Nov 12, 2026

+34.2%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 12, 2026

+7.8%Year to date+8.3%

12.2%Yield7.9%

$41.8BAssets$46.8B

1–1level

End-of-day Nov 12, 2026

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REGL, SMMV and IWF

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three