Compare · 2 funds side by side · dividends reinvested

SMIG and REGL

SMIGBahl & Gaynor×REGLProShares×

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$15,163REGL · best of the two

02 / 04

SMIG and REGL, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

ProShares - S&P MidCap 400 Dividend Aristocrats ETFIncome · Dividend stocks0.40%2.10%+14.1%+18.5%+16.5%+8.7%−9.7%12.7%$1.8B1.4

Bahl & Gaynor Small/Mid Cap Income Growth ETFIncome · Dividend stocks0.60%1.66%+14.7%+17.0%+16.4%+7.6%−8.5%11.4%$1.5B1.6

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 4, 2026 · returns include dividends · since: SMIG 2021 · REGL 2015

Head to Head

Swap sides Versus in desk

Head to Head

Bahl & Gaynor Small/Mid Cap Income Growth ETF · $1.5B$14,428

SMIG

REGL

ProShares - S&P MidCap 400 Dividend Aristocrats ETF · $1.8B$15,163

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

SMIGMeasureREGL

+14.7%Year to dateJan 1 → Nov 4+14.1%

+17.0%1 yearTotal return+18.5%

+16.4%3 years · per year$10,000 became $15,778 · $15,814+16.5%

+7.6%5 years · per year$10,000 became $14,428 · $15,163+8.7%

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

1.66%Trailing 12-mo yield$166 · $210 a year on $10k2.10%

−8.5%Worst dropSmaller is better−9.7%

11.4%VolatilityLower is calmer12.7%

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

3–5REGL wins

End-of-day Nov 4, 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

22.4%in top 5

REGL

in top 58.7%

SMIGStockREGL

4.8%SIMOnot top 5

4.7%TRGPnot top 5

4.6%VCTRnot top 5

4.3%SNAnot top 5

4.0%RGAnot top 5

not top 5CHDN1.7%

not top 5EVR1.7%

not top 5R1.7%

not top 5THO1.7%

not top 5PII1.7%

Held in common15.0%

End-of-day Nov 4, 2026 · share of each fund

SMIG vs REGL Returns, Every Period

Bahl & GaynorSMIG

+7.6%

5 years, per year

REGLProShares

+8.7%

5 years, per year

SMIGREGLFaded: behind in that period

1–3REGL wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

SMIG vs REGL

YTD

Bahl & GaynorSMIG

+14.7%

REGLProShares

+14.1%

+14.7%Year to date+14.1%

−8.5%Worst drop · 1Y−9.7%

11.4%Volatility · 1Y12.7%

1.7%Yield2.1%

$1.5BAssets$1.8B

3–1SMIG wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SMIG, REGL

Today

0.40%lowest, REGL

FundExpense ratioFee$10k

REGL0.40%$40

SMIG0.60%$60

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: SMIG, REGL

2.10%highest, REGL

FundTrailing yieldYield$10k

REGL2.10%$210

SMIG1.66%$166

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$170most kept, REGL

REGL$210 − $40 = $170

SMIG$166 − $60 = $106

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: SMIG, REGL

Today

15.0%most shared, SMIG and REGL

SMIGREGL

SMIG—15.0%

REGL15.0%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+18.5%REGL, at 12.7% volatility

SMIGWorst drop−8.5%11.4% vol

REGLWorst drop−9.7%12.7% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

REGLSMIG

+14.1%Year to date+14.7%

2.1%Yield1.7%

+18.5%Past year+17.0%

0.40%Fee0.60%

3–1REGL wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026