Compare · 2 funds side by side · dividends reinvested

SMMV and REGL

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$14,697REGL · best of the two

02 / 04

SMMV and REGL, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

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%$1.7B1.4

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%$277M1.6

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

End-of-day Nov 6, 2026 · returns include dividends · since: SMMV 2016 · REGL 2015

Head to Head

Swap sides Versus in desk

Head to Head

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

REGL

SMMV

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

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

REGLMeasureSMMV

+11.2%Year to dateJan 1 → Nov 6+8.8%

+14.7%1 yearTotal return+11.9%

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

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

0.40%Expense ratio$40 · $20 a year on $10k · lower is better0.20%

2.16%Trailing 12-mo yield$216 · $158 a year on $10k1.58%

−9.7%Worst dropSmaller is better−7.0%

12.9%VolatilityLower is calmer9.8%

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

5–3REGL wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

REGL vs SMMV: Top 5 Holdings

Today

REGL

8.8%in top 5

SMMV

in top 56.9%

REGLStockSMMV

1.8%THOnot top 5

1.8%CHDNnot top 5

1.8%PIInot top 5

1.7%LADnot top 5

1.7%CUBEnot top 5

not top 5PNW1.5%

not top 5RNR1.5%

not top 5OHI1.4%

not top 5THG1.3%

not top 5ADC1.3%

Held in common19.5%

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

REGL vs SMMV Returns, Every Period

ProSharesREGL

+8.0%

5 years, per year

SMMViShares

+5.9%

5 years, per year

REGLSMMVFaded: behind in that period

4–0REGL wins

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

Income vs Stocks: REGL vs SMMV

YTD

ProSharesREGL

+11.2%

SMMViShares

+8.8%

+11.2%Year to date+8.8%

−9.7%Worst drop · 1Y−7.0%

12.9%Volatility · 1Y9.8%

2.2%Yield1.6%

$1.7BAssets$277M

2–2level

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

Cost, Income and Risk

Fees: SMMV, REGL

Today

0.20%lowest, SMMV

FundExpense ratioFee$10k

SMMV0.20%$20

REGL0.40%$40

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

Yields: SMMV, REGL

2.16%highest, REGL

FundTrailing yieldYield$10k

REGL2.16%$216

SMMV1.58%$158

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$176most kept, REGL

REGL$216 − $40 = $176

SMMV$158 − $20 = $138

KeptFee

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

Overlap: SMMV, REGL

Today

19.5%most shared, SMMV and REGL

SMMVREGL

SMMV—19.5%

REGL19.5%—

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

Return vs Bumpiness: 2 ETFs

+14.7%REGL, at 12.9% volatility

SMMVWorst drop−7.0%9.8% 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

REGLSMMV

+11.2%Year to date+8.8%

2.2%Yield1.6%

+14.7%Past year+11.9%

0.40%Fee0.20%

3–1REGL wins

End-of-day Nov 6, 2026

Popular Pairs Near These Two

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