Compare · 3 funds side by side · dividends reinvested

REGL, SMMV and VUG

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,052VUG · best of the three

02 / 04

REGL, SMMV and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

ProShares - S&P MidCap 400 Dividend Aristocrats ETFIncome · Dividend stocks0.40%2.14%+12.1%+15.9%+15.6%+8.1%−9.7%12.8%$1.8B1.8

iShares MSCI USA Small-Cap Min Vol Factor ETFUS Stock Styles · Small cap0.20%1.57%+9.6%+13.3%+15.1%+6.0%−7.0%9.8%$285M2.0

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.43%+0.5%−0.6%+22.8%+9.9%−15.1%19.0%$233B2.3

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

End-of-day Nov 5, 2026 · returns include dividends · since: REGL 2015 · SMMV 2016 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

ProShares - S&P MidCap 400 Dividend Aristocrats ETF · $1.8B$14,767

REGL

SMMV

iShares MSCI USA Small-Cap Min Vol Factor ETF · $285M$13,412

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

REGLMeasureSMMV

+12.1%Year to dateJan 1 → Nov 5+9.6%

+15.9%1 yearTotal return+13.3%

+15.6%3 years · per year$10,000 became $15,447 · $15,234+15.1%

+8.1%5 years · per year$10,000 became $14,767 · $13,412+6.0%

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

2.14%Trailing 12-mo yield$214 · $157 a year on $10k1.57%

−9.7%Worst dropSmaller is better−7.0%

12.8%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 5, 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

8.9%in top 5

SMMV

in top 56.8%

REGLStockSMMV

1.9%THOnot top 5

1.8%PIInot top 5

1.8%EVRnot top 5

1.7%CHDNnot top 5

1.7%Rnot 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 5, 2026 · share of each fund

REGL vs SMMV Returns, Every Period

ProSharesREGL

+8.1%

5 years, per year

SMMViShares

+6.0%

5 years, per year

REGLSMMVFaded: behind in that period

4–0REGL wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

Income vs Stocks: REGL vs SMMV

YTD

ProSharesREGL

+12.1%

SMMViShares

+9.6%

+12.1%Year to date+9.6%

−9.7%Worst drop · 1Y−7.0%

12.8%Volatility · 1Y9.8%

2.1%Yield1.6%

$1.8BAssets$285M

2–2level

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: REGL, SMMV, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

SMMV0.20%$20

REGL0.40%$40

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: REGL, SMMV, VUG

2.14%highest, REGL

FundTrailing yieldYield$10k

REGL2.14%$214

SMMV1.57%$157

VUG0.43%$43

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$174most kept, REGL

REGL$214 − $40 = $174

SMMV$157 − $20 = $137

VUG$43 − $3 = $40

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: REGL, SMMV, VUG

Today

19.2%most shared, REGL and SMMV

REGLSMMVVUG

REGL—19.2%0.0%

SMMV19.2%—0.0%

VUG0.0%0.0%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+15.9%REGL, at 12.8% volatility

SMMVWorst drop−7.0%9.8% vol

REGLWorst drop−9.7%12.8% vol

VUGWorst drop−15.1%19.0% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

REGLSMMV

+12.1%Year to date+9.6%

2.1%Yield1.6%

+15.9%Past year+13.3%

0.40%Fee0.20%

3–1REGL wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+0.5%

SCHGSchwab

+0.9%

+0.5%Year to date+0.9%

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

$233BAssets$62.5B

1–1level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026