Compare · 2 funds side by side · dividends reinvested

REGL and SPYM

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,164SPYM · best of the two

02 / 04

REGL and SPYM, 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%$1.8B1.5

State Street SPDR Portfolio S&P 500 ETFLow-Cost Core · S&P 5000.02%1.06%+8.4%+9.8%+22.1%+11.4%−8.9%13.6%$182B1.5

Rank among the two1st → 2ndFee, 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 · SPYM 2005

Head to Head

Swap sides Versus in desk

Head to Head

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

REGL

SPYM

State Street SPDR Portfolio S&P 500 ETF · $182B$17,164

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

REGLMeasureSPYM

+12.1%Year to dateJan 1 → Nov 5+8.4%

+15.9%1 yearTotal return+9.8%

+15.6%3 years · per year$10,000 became $15,447 · $18,222+22.1%

+8.1%5 years · per year$10,000 became $14,767 · $17,164+11.4%

0.40%Expense ratio$40 · $2 a year on $10k · lower is better0.02%

2.14%Trailing 12-mo yield$214 · $106 a year on $10k1.06%

−9.7%Worst dropSmaller is better−8.9%

12.8%VolatilityLower is calmer13.6%

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

4–4Level

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 SPYM: Top 5 Holdings

Today

REGL

8.9%in top 5

SPYM

in top 527.7%

REGLStockSPYM

not top 5AAPL7.7%

not top 5NVDA7.3%

not top 5MSFT6.2%

not top 5AMZN3.9%

not top 5GOOGL2.6%

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

Held in common0.0%

End-of-day Nov 5, 2026 · share of each fund

REGL vs SPYM Returns, Every Period

ProSharesREGL

+8.1%

5 years, per year

SPYMSPDR

+11.4%

5 years, per year

REGLSPYMFaded: behind in that period

2–2Level

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

Income vs Core: REGL vs SPYM

YTD

ProSharesREGL

+12.1%

SPYMSPDR

+8.4%

+12.1%Year to date+8.4%

−9.7%Worst drop · 1Y−8.9%

12.8%Volatility · 1Y13.6%

2.1%Yield1.1%

$1.8BAssets$182B

3–1REGL wins

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

Cost, Income and Risk

Fees: REGL, SPYM

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

REGL0.40%$40

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

Yields: REGL, SPYM

2.14%highest, REGL

FundTrailing yieldYield$10k

REGL2.14%$214

SPYM1.06%$106

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

Income After Fees on $10,000

$174most kept, REGL

REGL$214 − $40 = $174

SPYM$106 − $2 = $104

KeptFee

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

Overlap: REGL, SPYM

Today

0.0%most shared, REGL and SPYM

REGLSPYM

REGL—0.0%

SPYM0.0%—

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

Return vs Bumpiness: 2 ETFs

+15.9%REGL, at 12.8% volatility

REGLWorst drop−9.7%12.8% vol

SPYMWorst drop−8.9%13.6% vol

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

Paid More vs Made More

YTD

REGLSPYM

+12.1%Year to date+8.4%

2.1%Yield1.1%

+15.9%Past year+9.8%

0.40%Fee0.02%

3–1REGL wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

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