Compare · 3 funds side by side · dividends reinvested

SMMV, REGL and SCHD

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

02 / 04

SMMV, REGL 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%$120B1.1

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%$1.7B2.4

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%$277M2.5

Rank among the three1st → 3rdFee, 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: SMMV 2016 · REGL 2015 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

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

SMMV

REGL

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

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

SMMVMeasureREGL

+8.8%Year to dateJan 1 → Nov 6+11.2%

+11.9%1 yearTotal return+14.7%

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

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

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

1.58%Trailing 12-mo yield$158 · $216 a year on $10k2.16%

−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 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

SMMV vs REGL: Top 5 Holdings

Today

SMMV

6.9%in top 5

REGL

in top 58.8%

SMMVStockREGL

not top 5THO1.8%

not top 5CHDN1.8%

not top 5PII1.8%

not top 5LAD1.7%

not top 5CUBE1.7%

1.5%PNWnot top 5

1.5%RNRnot top 5

1.4%OHInot top 5

1.3%THGnot top 5

1.3%ADCnot top 5

Held in common19.5%

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

SMMV vs REGL Returns, Every Period

iSharesSMMV

+5.9%

5 years, per year

REGLProShares

+8.0%

5 years, per year

SMMVREGLFaded: behind in that period

0–4REGL wins

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

Stocks vs Income: SMMV vs SCHD

YTD

iSharesSMMV

+8.8%

SCHDSchwab

+31.4%

+8.8%Year to date+31.4%

−7.0%Worst drop · 1Y−6.9%

9.8%Volatility · 1Y11.7%

1.6%Yield3.0%

$277MAssets$120B

3–1SCHD wins

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

Cost, Income and Risk

Fees: SMMV, REGL, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

SMMV0.20%$20

REGL0.40%$40

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

Yields: SMMV, REGL, SCHD

3.00%highest, SCHD

FundTrailing yieldYield$10k

SCHD3.00%$300

REGL2.16%$216

SMMV1.58%$158

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

KeptFee

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

Overlap: SMMV, REGL, SCHD

Today

19.5%most shared, SMMV and REGL

SMMVREGLSCHD

SMMV—19.5%1.4%

REGL19.5%—0.6%

SCHD1.4%0.6%—

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

Return vs Bumpiness: 3 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

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 Three

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

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

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026