Compare · 3 funds side by side · dividends reinvested

REGL, SMMV and VUG

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,151VUG · best of the three

Story of the three · IncomeMost incomeREGL · 2.12% · $212 a year on $10k

Story of the three · RiskSmallest drop

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%2.12%+13.1%+14.8%+15.1%+7.7%−9.7%12.9%$1.8B1.8

iShares MSCI USA Small-Cap Min Vol Factor ETFUS Stock Styles · Small cap0.20%1.56%+10.5%+12.3%+14.7%+5.6%−7.0%9.8%$281M2.0

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+3.9%+2.8%+21.6%+10.1%−15.1%19.1%$221B2.3

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

End-of-day Nov 13, 2026 · returns include dividends · since: REGL 2015 · SMMV 2016 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

5Y

iShares MSCI USA Small-Cap Min Vol Factor ETF · $281M$13,102

SMMV

REGL

ProShares - S&P MidCap 400 Dividend Aristocrats ETF · $1.8B$14,479

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

SMMV

More Ways to See the Pairs

SMMV vs REGL: Top 5 Holdings

Today

SMMV

6.9%in top 5

REGL

in top 58.7%

SMMVStockREGL

not top 5CHDN1.8%

not top 5PII1.8%

not top 5EVR1.7%

not top 5THO1.7%

not top 5R1.7%

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 13, 2026 · fee on $10,000 a year

Yields: REGL, SMMV, VUG

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+3.9%

SCHGSchwab

+4.7%

+3.9%Year to date+4.7%

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

$221BAssets$61.4B

1–1level

End-of-day Nov 13, 2026

SCHD vs VIG

YTD

SchwabSCHD

+34.9%

VIGVanguard

+16.0%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.7%

JEPIJ.P. Morgan

+8.2%

Measure

REGL

+10.5%Year to dateJan 1 → Nov 13+13.1%

+12.3%1 yearTotal return+14.8%

+14.7%3 years · per year$10,000 became $15,097 · $15,252+15.1%

+5.6%5 years · per year$10,000 became $13,103 · $14,479+7.7%

0.20%Expense ratio$20 · $40 a year on $10k · lower is better0.40%

1.56%Trailing 12-mo yield$156 · $212 a year on $10k2.12%

−7.0%Worst dropSmaller is better−9.7%

9.8%VolatilityLower is calmer12.9%

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

3–5REGL wins

End-of-day Nov 13, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

1.5%PNWnot top 5

1.4%RNRnot top 5

1.4%OHInot top 5

1.3%THGnot top 5

1.2%ADCnot top 5

Held in common19.4%

End-of-day Nov 13, 2026 · share of each fund

SMMV vs REGL Returns, Every Period

5Y

iSharesSMMV

+5.6%

5 years, per year

REGLProShares

+7.7%

5 years, per year

SMMVREGLFaded: behind in that period

0–4REGL wins

End-of-day Nov 13, 2026 · dividends in · faded = behind in that period

Stocks vs Income: SMMV vs REGL

YTD

iSharesSMMV

+10.5%

REGLProShares

+13.1%

+10.5%Year to date+13.1%

−7.0%Worst drop · 1Y−9.7%

9.8%Volatility · 1Y12.9%

1.6%Yield2.1%

$281MAssets$1.8B

2–2level

End-of-day Nov 13, 2026 · smaller drop and lower volatility win

1Y

2.12%highest, REGL

FundTrailing yieldYield$10k

REGL2.12%$212

SMMV1.56%$156

VUG0.41%$41

End-of-day Nov 13, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$172most kept, REGL

REGL$212 − $40 = $172

SMMV$156 − $20 = $136

VUG$41 − $3 = $38

KeptFee

End-of-day Nov 13, 2026 · yield in dollars minus the fee

Overlap: REGL, SMMV, VUG

Today

19.4%most shared, REGL and SMMV

REGLSMMVVUG

REGL—19.4%0.0%

SMMV19.4%—0.0%

VUG0.0%0.0%—

End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+14.8%REGL, at 12.9% volatility

SMMVWorst drop−7.0%9.8% vol

REGLWorst drop−9.7%12.9% vol

VUGWorst drop−15.1%19.1% vol

End-of-day Nov 13, 2026 · up and left is better

Paid More vs Made More

YTD

REGLSMMV

+13.1%Year to date+10.5%

2.1%Yield1.6%

+14.8%Past year+12.3%

0.40%Fee0.20%

3–1REGL wins

End-of-day Nov 13, 2026

+34.9%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$116B

2–0SCHD wins

End-of-day Nov 13, 2026

+6.7%Year to date+8.2%

12.4%Yield7.9%

$42.1BAssets$47.0B

1–1level

End-of-day Nov 13, 2026

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REGL, SMMV and VUG

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three