Compare · 4 funds side by side · dividends reinvested

REGL, SMMV, VUG and SCHD

REGLProShares×SMMViShares×VUGVanguard×SCHDSchwab×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,267SCHD · best of the four

02 / 04

REGL, SMMV, VUG and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%3.00%+31.4%+37.0%+20.0%+10.2%−6.9%11.7%$120B1.4

ProShares - S&P MidCap 400 Dividend Aristocrats ETFIncome · Dividend stocks0.40%2.16%+11.2%+14.7%+14.9%+8.0%−9.7%12.9%$1.7B2.8

iShares MSCI USA Small-Cap Min Vol Factor ETFUS Stock Styles · Small cap0.20%1.58%+8.8%+11.9%+14.5%+5.9%−7.0%9.8%$277M2.9

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.42%+1.4%+0.2%+22.6%+10.0%−15.1%19.0%$233B3.0

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

End-of-day Nov 6, 2026 · returns include dividends · since: REGL 2015 · SMMV 2016 · VUG 2004 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

ProShares - S&P MidCap 400 Dividend Aristocrats ETF · $1.7B$14,697

REGL

SMMV

iShares MSCI USA Small-Cap Min Vol Factor ETF · $277M$13,312

$10,000 five years ago, dividends reinvested · they hold 19.5% in common

REGLMeasureSMMV

+11.2%Year to dateJan 1 → Nov 6+8.8%

+14.7%1 yearTotal return+11.9%

+14.9%3 years · per year$10,000 became $15,181 · $15,003+14.5%

+8.0%5 years · per year$10,000 became $14,697 · $13,312+5.9%

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

2.16%Trailing 12-mo yield$216 · $158 a year on $10k1.58%

−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 6, 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%THOnot top 5

1.8%CHDNnot top 5

1.8%PIInot top 5

1.7%LADnot top 5

1.7%CUBEnot top 5

not top 5PNW1.5%

not top 5RNR1.5%

not top 5OHI1.4%

not top 5THG1.3%

not top 5ADC1.3%

Held in common19.5%

End-of-day Nov 6, 2026 · share of each fund

REGL vs SMMV Returns, Every Period

ProSharesREGL

+8.0%

5 years, per year

SMMViShares

+5.9%

5 years, per year

REGLSMMVFaded: behind in that period

4–0REGL wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

REGL vs SCHD

YTD

ProSharesREGL

+11.2%

SCHDSchwab

+31.4%

+11.2%Year to date+31.4%

−9.7%Worst drop · 1Y−6.9%

12.9%Volatility · 1Y11.7%

2.2%Yield3.0%

$1.7BAssets$120B

4–0SCHD wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: REGL, SMMV, VUG, SCHD

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

SCHD0.06%$6

SMMV0.20%$20

REGL0.40%$40

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: REGL, SMMV, VUG, SCHD

3.00%highest, SCHD

FundTrailing yieldYield$10k

SCHD3.00%$300

REGL2.16%$216

SMMV1.58%$158

VUG0.42%$42

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$294most kept, SCHD

SCHD$300 − $6 = $294

REGL$216 − $40 = $176

SMMV$158 − $20 = $138

VUG$42 − $3 = $39

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: REGL, SMMV, VUG, SCHD

Today

19.5%most shared, REGL and SMMV

REGLSMMVVUGSCHD

REGL—19.5%0.0%0.6%

SMMV19.5%—0.0%1.4%

VUG0.0%0.0%—0.8%

SCHD0.6%1.4%0.8%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+37.0%SCHD, at 11.7% volatility

SMMVWorst drop−7.0%9.8% vol

SCHDWorst drop−6.9%11.7% vol

REGLWorst drop−9.7%12.9% vol

VUGWorst drop−15.1%19.0% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

SCHDREGL

+31.4%Year to date+11.2%

3.0%Yield2.2%

+37.0%Past year+14.7%

0.06%Fee0.40%

4–0SCHD wins

End-of-day Nov 6, 2026

Popular Pairs Near These Four

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

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

$233BAssets$59.7B

1–1level

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026