Compare · 3 funds side by side · dividends reinvested

REGL, SMMV and SCHD

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,881SCHD · best of the three

02 / 04

REGL, SMMV and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.91%+35.3%+41.6%+21.4%+11.0%−6.9%11.5%$123B1.1

ProShares - S&P MidCap 400 Dividend Aristocrats ETFIncome · Dividend stocks0.40%2.10%+14.1%+18.5%+16.5%+8.7%−9.7%12.7%$1.8B2.4

iShares MSCI USA Small-Cap Min Vol Factor ETFUS Stock Styles · Small cap0.20%1.54%+11.8%+15.9%+16.1%+6.8%−7.0%9.5%$285M2.5

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

End-of-day Nov 4, 2026 · returns include dividends · since: REGL 2015 · SMMV 2016 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

ProShares - S&P MidCap 400 Dividend Aristocrats ETF · $1.8B$15,163

REGL

SMMV

iShares MSCI USA Small-Cap Min Vol Factor ETF · $285M$13,866

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

REGLMeasureSMMV

+14.1%Year to dateJan 1 → Nov 4+11.8%

+18.5%1 yearTotal return+15.9%

+16.5%3 years · per year$10,000 became $15,814 · $15,637+16.1%

+8.7%5 years · per year$10,000 became $15,163 · $13,866+6.8%

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

2.10%Trailing 12-mo yield$210 · $154 a year on $10k1.54%

−9.7%Worst dropSmaller is better−7.0%

12.7%VolatilityLower is calmer9.5%

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

5–3REGL wins

End-of-day Nov 4, 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 56.9%

REGLStockSMMV

1.7%CHDNnot top 5

1.7%EVRnot top 5

1.7%Rnot top 5

1.7%THOnot top 5

1.7%PIInot top 5

not top 5PNW1.5%

not top 5RNR1.4%

not top 5OHI1.4%

not top 5THG1.3%

not top 5ADC1.2%

Held in common19.2%

End-of-day Nov 4, 2026 · share of each fund

REGL vs SMMV Returns, Every Period

ProSharesREGL

+8.7%

5 years, per year

SMMViShares

+6.8%

5 years, per year

REGLSMMVFaded: behind in that period

4–0REGL wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

REGL vs SCHD

YTD

ProSharesREGL

+14.1%

SCHDSchwab

+35.3%

+14.1%Year to date+35.3%

−9.7%Worst drop · 1Y−6.9%

12.7%Volatility · 1Y11.5%

2.1%Yield2.9%

$1.8BAssets$123B

4–0SCHD wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: REGL, SMMV, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

SMMV0.20%$20

REGL0.40%$40

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: REGL, SMMV, SCHD

2.91%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.91%$291

REGL2.10%$210

SMMV1.54%$154

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$285most kept, SCHD

SCHD$291 − $6 = $285

REGL$210 − $40 = $170

SMMV$154 − $20 = $134

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: REGL, SMMV, SCHD

Today

19.2%most shared, REGL and SMMV

REGLSMMVSCHD

REGL—19.2%0.6%

SMMV19.2%—1.5%

SCHD0.6%1.5%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+41.6%SCHD, at 11.5% volatility

SMMVWorst drop−7.0%9.5% vol

SCHDWorst drop−6.9%11.5% vol

REGLWorst drop−9.7%12.7% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

SCHDREGL

+35.3%Year to date+14.1%

2.9%Yield2.1%

+41.6%Past year+18.5%

0.06%Fee0.40%

4–0SCHD wins

End-of-day Nov 4, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026