Compare · 3 funds side by side · dividends reinvested

XME, REGL and CGBL

XMESPDR×REGLProShares×CGBLCapital Group×

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$22,385XME · best of the three

Story of the three · IncomeMost incomeREGL · 2.13% · $213 a year on $10k

Story of the three · RiskSmallest drop

XME, REGL and CGBL, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Capital Group Core Balanced ETFUnsorted0.33%1.95%+6.3%+8.1%+15.8%[…]−7.9%10.9%$8.1B1.6

ProShares - S&P MidCap 400 Dividend Aristocrats ETFIncome · Dividend stocks0.40%2.13%+12.8%+14.8%+14.8%+7.8%−9.7%12.9%$1.8B1.9

State Street SPDR S&P Metals & Mining ETFUS Stock Styles · Large cap0.35%0.36%−7.9%+1.7%+24.8%+17.5%−31.8%38.1%$3.5B2.4

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 12, 2026 · returns include dividends · since: XME 2006 · REGL 2015 · CGBL 2023

Head to Head

Swap sides Versus in desk

Head to Head

5Y

State Street SPDR S&P Metals & Mining ETF · $3.5B$22,385

XME

REGL

ProShares - S&P MidCap 400 Dividend Aristocrats ETF · $1.8B$14,581

$10,000 five years ago, dividends reinvested · they hold 3.1% in common

XME

More Ways to See the Pairs

XME vs REGL: Top 5 Holdings

Today

XME

30.2%in top 5

REGL

in top 58.7%

XMEStockREGL

6.3%RSnot top 5

6.3%CLFnot top 5

6.0%RGLDnot top 5

5.9%NUEnot top 5

5.8%STLDnot top 5

Cost, Income and Risk

Fees: XME, REGL, CGBL

Today

0.33%lowest, CGBL

FundExpense ratioFee$10k

CGBL0.33%$33

XME0.35%$35

REGL0.40%$40

End-of-day Nov 12, 2026 · fee on $10,000 a year

Yields: XME, REGL, CGBL

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+34.2%

VIGVanguard

+16.0%

+34.2%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 12, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.8%

JEPIJ.P. Morgan

+8.3%

SPYM vs SPY

YTD

SPDRSPYM

+12.0%

SPYSPDR

+11.9%

Measure

REGL

−7.9%Year to dateJan 1 → Nov 12+12.8%

+1.7%1 yearTotal return+14.8%

+24.8%3 years · per year$10,000 became $19,419 · $15,114+14.8%

+17.5%5 years · per year$10,000 became $22,385 · $14,581+7.8%

0.35%Expense ratio$35 · $40 a year on $10k · lower is better0.40%

0.36%Trailing 12-mo yield$36 · $213 a year on $10k2.13%

−31.8%Worst dropSmaller is better−9.7%

38.1%VolatilityLower is calmer12.9%

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

3–5REGL wins

End-of-day Nov 12, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5PII1.8%

not top 5CHDN1.8%

not top 5EVR1.7%

not top 5THO1.7%

not top 5R1.7%

Held in common3.1%

End-of-day Nov 12, 2026 · share of each fund

XME vs REGL Returns, Every Period

5Y

SPDRXME

+17.5%

5 years, per year

REGLProShares

+7.8%

5 years, per year

XMEREGLFaded: behind in that period

2–2Level

End-of-day Nov 12, 2026 · dividends in · faded = behind in that period

Stocks vs Income: XME vs REGL

YTD

SPDRXME

−7.9%

REGLProShares

+12.8%

−7.9%Year to date+12.8%

−31.8%Worst drop · 1Y−9.7%

38.1%Volatility · 1Y12.9%

0.4%Yield2.1%

$3.5BAssets$1.8B

4–0REGL wins

End-of-day Nov 12, 2026 · smaller drop and lower volatility win

1Y

2.13%highest, REGL

FundTrailing yieldYield$10k

REGL2.13%$213

CGBL1.95%$195

XME0.36%$36

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

Income After Fees on $10,000

1Y

$173most kept, REGL

REGL$213 − $40 = $173

CGBL$195 − $33 = $162

XME$36 − $35 = $1

KeptFee

End-of-day Nov 12, 2026 · yield in dollars minus the fee

Overlap: XME, REGL, CGBL

Today

3.1%most shared, XME and REGL

XMEREGLCGBL

XME—3.1%1.3%

REGL3.1%—1.3%

CGBL1.3%1.3%—

End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+14.8%REGL, at 12.9% volatility

CGBLWorst drop−7.9%10.9% vol

REGLWorst drop−9.7%12.9% vol

XMEWorst drop−31.8%38.1% vol

End-of-day Nov 12, 2026 · up and left is better

Paid More vs Made More

YTD

REGLCGBL

+12.8%Year to date+6.3%

2.1%Yield1.9%

+14.8%Past year+8.1%

0.40%Fee0.33%

3–1REGL wins

End-of-day Nov 12, 2026

+7.8%Year to date+8.3%

12.2%Yield7.9%

$41.8BAssets$46.8B

1–1level

End-of-day Nov 12, 2026

+12.0%Year to date+11.9%

1.0%Yield1.0%

$183BAssets$793B

1–0SPYM wins

End-of-day Nov 12, 2026

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XME, REGL and CGBL

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three