Compare · 4 funds side by side · dividends reinvested

REGL, SMMV, SCHD and VIG

REGLProShares×SMMViShares×SCHDSchwab×VIGVanguard×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,583VIG · best of the four

02 / 04

REGL, SMMV, SCHD and VIG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.94%+33.8%+38.8%+19.5%+10.4%−6.9%11.8%$122B1.5

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.46%+15.1%+17.8%+18.6%+10.6%−7.9%11.0%$109B2.1

iShares MSCI USA Small-Cap Min Vol Factor ETFUS Stock Styles · Small cap0.20%1.55%+10.6%+13.7%+14.1%+5.9%−7.0%9.8%$281M3.1

ProShares - S&P MidCap 400 Dividend Aristocrats ETFIncome · Dividend stocks0.40%2.11%+13.6%+16.3%+14.4%+8.1%−9.7%12.9%$1.8B3.3

Rank among the four1st → 4thFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 10, 2026 · returns include dividends · since: REGL 2015 · SMMV 2016 · SCHD 2011 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

ProShares - S&P MidCap 400 Dividend Aristocrats ETF · $1.8B$14,753

REGL

SMMV

iShares MSCI USA Small-Cap Min Vol Factor ETF · $281M$13,291

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

REGLMeasureSMMV

+13.6%Year to dateJan 1 → Nov 10+10.6%

+16.3%1 yearTotal return+13.7%

+14.4%3 years · per year$10,000 became $14,976 · $14,846+14.1%

+8.1%5 years · per year$10,000 became $14,753 · $13,291+5.9%

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

2.11%Trailing 12-mo yield$211 · $155 a year on $10k1.55%

−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 10, 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

8.8%in top 5

SMMV

in top 56.9%

REGLStockSMMV

1.8%PIInot top 5

1.8%THOnot top 5

1.7%CHDNnot top 5

1.7%EVRnot top 5

1.7%RGLDnot top 5

not top 5PNW1.5%

not top 5RNR1.4%

not top 5OHI1.4%

not top 5THG1.3%

not top 5ADC1.3%

Held in common19.4%

End-of-day Nov 10, 2026 · share of each fund

REGL vs SMMV Returns, Every Period

ProSharesREGL

+8.1%

5 years, per year

SMMViShares

+5.9%

5 years, per year

REGLSMMVFaded: behind in that period

4–0REGL wins

End-of-day Nov 10, 2026 · dividends in · faded = behind in that period

REGL vs SCHD

YTD

ProSharesREGL

+13.6%

SCHDSchwab

+33.8%

+13.6%Year to date+33.8%

−9.7%Worst drop · 1Y−6.9%

12.9%Volatility · 1Y11.8%

2.1%Yield2.9%

$1.8BAssets$122B

4–0SCHD wins

End-of-day Nov 10, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: REGL, SMMV, SCHD, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

SCHD0.06%$6

SMMV0.20%$20

REGL0.40%$40

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

Yields: REGL, SMMV, SCHD, VIG

2.94%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.94%$294

REGL2.11%$211

SMMV1.55%$155

VIG1.46%$146

End-of-day Nov 10, 2026 · trailing 12-month yield

Income After Fees on $10,000

$288most kept, SCHD

SCHD$294 − $6 = $288

REGL$211 − $40 = $171

VIG$146 − $4 = $142

SMMV$155 − $20 = $135

KeptFee

End-of-day Nov 10, 2026 · yield in dollars minus the fee

Overlap: REGL, SMMV, SCHD, VIG

Today

19.4%most shared, REGL and SMMV

REGLSMMVSCHDVIG

REGL—19.4%0.6%1.9%

SMMV19.4%—1.4%2.0%

SCHD0.6%1.4%—14.5%

VIG1.9%2.0%14.5%—

End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+38.8%SCHD, at 11.8% volatility

SMMVWorst drop−7.0%9.8% vol

VIGWorst drop−7.9%11.0% vol

SCHDWorst drop−6.9%11.8% vol

REGLWorst drop−9.7%12.9% vol

End-of-day Nov 10, 2026 · up and left is better

Paid More vs Made More

YTD

SCHDVIG

+33.8%Year to date+15.1%

2.9%Yield1.5%

+38.8%Past year+17.8%

0.06%Fee0.04%

3–1SCHD wins

End-of-day Nov 10, 2026

Popular Pairs Near These Four

DGRO vs VIG

YTD

iSharesDGRO

+19.1%

VIGVanguard

+15.1%

+19.1%Year to date+15.1%

1.8%Yield1.5%

$45.5BAssets$109B

2–0DGRO wins

End-of-day Nov 10, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.0%

JEPIJ.P. Morgan

+7.6%

+6.0%Year to date+7.6%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 10, 2026

SPYM vs SPY

YTD

SPDRSPYM

+10.9%

SPYSPDR

+10.8%

+10.9%Year to date+10.8%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 10, 2026