Compare · 3 funds side by side · dividends reinvested

SMIG, REGL and VYM

SMIGBahl & Gaynor×REGLProShares×VYMVanguard×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,002VYM · best of the three

02 / 04

SMIG, REGL and VYM, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard High Dividend Yield ETFIncome · Dividend stocks0.04%2.30%+13.3%+17.7%+20.0%+11.2%−6.7%10.6%$78.9B1.0

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%$1.8B2.3

Bahl & Gaynor Small/Mid Cap Income Growth ETFIncome · Dividend stocks0.60%1.70%+11.6%+13.8%+15.1%+6.8%−8.5%11.7%$1.5B2.8

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: SMIG 2021 · REGL 2015 · VYM 2006

Head to Head

Swap sides Versus in desk

Head to Head

Bahl & Gaynor Small/Mid Cap Income Growth ETF · $1.5B$13,925

SMIG

REGL

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

$10,000 five years ago, dividends reinvested · they hold 15.0% in common

SMIGMeasureREGL

+11.6%Year to dateJan 1 → Nov 5+12.1%

+13.8%1 yearTotal return+15.9%

+15.1%3 years · per year$10,000 became $15,260 · $15,447+15.6%

+6.8%5 years · per year$10,000 became $13,925 · $14,767+8.1%

0.60%Expense ratio$60 · $40 a year on $10k · lower is better0.40%

1.70%Trailing 12-mo yield$170 · $214 a year on $10k2.14%

−8.5%Worst dropSmaller is better−9.7%

11.7%VolatilityLower is calmer12.8%

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

2–6REGL wins

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

More Ways to See the Pairs

SMIG vs REGL: Top 5 Holdings

Today

SMIG

22.1%in top 5

REGL

in top 58.9%

SMIGStockREGL

4.7%VCTRnot top 5

4.5%TRGPnot top 5

4.3%SNAnot top 5

4.3%PKGnot top 5

4.3%SIMOnot top 5

not top 5THO1.9%

not top 5PII1.8%

not top 5EVR1.8%

not top 5CHDN1.7%

not top 5R1.7%

Held in common15.0%

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

SMIG vs REGL Returns, Every Period

Bahl & GaynorSMIG

+6.8%

5 years, per year

REGLProShares

+8.1%

5 years, per year

SMIGREGLFaded: behind in that period

0–4REGL wins

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

SMIG vs VYM

YTD

Bahl & GaynorSMIG

+11.6%

VYMVanguard

+13.3%

+11.6%Year to date+13.3%

−8.5%Worst drop · 1Y−6.7%

11.7%Volatility · 1Y10.6%

1.7%Yield2.3%

$1.5BAssets$78.9B

4–0VYM wins

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

Cost, Income and Risk

Fees: SMIG, REGL, VYM

Today

0.04%lowest, VYM

FundExpense ratioFee$10k

VYM0.04%$4

REGL0.40%$40

SMIG0.60%$60

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

Yields: SMIG, REGL, VYM

2.30%highest, VYM

FundTrailing yieldYield$10k

VYM2.30%$230

REGL2.14%$214

SMIG1.70%$170

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

Income After Fees on $10,000

$226most kept, VYM

VYM$230 − $4 = $226

REGL$214 − $40 = $174

SMIG$170 − $60 = $110

KeptFee

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

Overlap: SMIG, REGL, VYM

Today

15.0%most shared, SMIG and REGL

SMIGREGLVYM

SMIG—15.0%1.9%

REGL15.0%—1.5%

VYM1.9%1.5%—

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

Return vs Bumpiness: 3 ETFs

+17.7%VYM, at 10.6% volatility

VYMWorst drop−6.7%10.6% vol

SMIGWorst drop−8.5%11.7% vol

REGLWorst drop−9.7%12.8% vol

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

Paid More vs Made More

YTD

VYMREGL

+13.3%Year to date+12.1%

2.3%Yield2.1%

+17.7%Past year+15.9%

0.04%Fee0.40%

4–0VYM wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

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

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