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$16,459SCHD · 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%2.96%+33.2%+39.1%+19.6%+10.5%−6.9%11.8%$122B1.1

ProShares - S&P MidCap 400 Dividend Aristocrats ETFIncome · Dividend stocks0.40%2.12%+13.3%+17.4%+15.0%+8.1%−9.7%13.0%$1.8B2.4

iShares MSCI USA Small-Cap Min Vol Factor ETFUS Stock Styles · Small cap0.20%1.56%+10.3%+14.4%+14.6%+5.8%−7.0%9.8%$281M2.5

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

End-of-day Nov 9, 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$14,729

REGL

SMMV

iShares MSCI USA Small-Cap Min Vol Factor ETF · $281M$13,257

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

REGLMeasureSMMV

+13.3%Year to dateJan 1 → Nov 9+10.3%

+17.4%1 yearTotal return+14.4%

+15.0%3 years · per year$10,000 became $15,226 · $15,054+14.6%

+8.1%5 years · per year$10,000 became $14,730 · $13,257+5.8%

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

2.12%Trailing 12-mo yield$212 · $156 a year on $10k1.56%

−9.7%Worst dropSmaller is better−7.0%

13.0%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 9, 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

1.8%THOnot top 5

1.8%CHDNnot top 5

1.7%PIInot top 5

1.7%CUBEnot top 5

1.7%LADnot top 5

not top 5PNW1.5%

not top 5RNR1.5%

not top 5OHI1.4%

not top 5THG1.3%

not top 5ADC1.3%

Held in common19.4%

End-of-day Nov 9, 2026 · share of each fund

REGL vs SMMV Returns, Every Period

ProSharesREGL

+8.1%

5 years, per year

SMMViShares

+5.8%

5 years, per year

REGLSMMVFaded: behind in that period

4–0REGL wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

REGL vs SCHD

YTD

ProSharesREGL

+13.3%

SCHDSchwab

+33.2%

+13.3%Year to date+33.2%

−9.7%Worst drop · 1Y−6.9%

13.0%Volatility · 1Y11.8%

2.1%Yield3.0%

$1.8BAssets$122B

4–0SCHD wins

End-of-day Nov 9, 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 9, 2026 · fee on $10,000 a year

Yields: REGL, SMMV, SCHD

2.96%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.96%$296

REGL2.12%$212

SMMV1.56%$156

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$290most kept, SCHD

SCHD$296 − $6 = $290

REGL$212 − $40 = $172

SMMV$156 − $20 = $136

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: REGL, SMMV, SCHD

Today

19.4%most shared, REGL and SMMV

REGLSMMVSCHD

REGL—19.4%0.6%

SMMV19.4%—1.4%

SCHD0.6%1.4%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+39.1%SCHD, at 11.8% volatility

SMMVWorst drop−7.0%9.8% vol

SCHDWorst drop−6.9%11.8% vol

REGLWorst drop−9.7%13.0% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

SCHDREGL

+33.2%Year to date+13.3%

3.0%Yield2.1%

+39.1%Past year+17.4%

0.06%Fee0.40%

4–0SCHD wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026