Compare · 3 funds side by side · dividends reinvested

XME, REGL and MDYG

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$22,393XME · best of the three

02 / 04

XME, REGL and MDYG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

ProShares - S&P MidCap 400 Dividend Aristocrats ETFIncome · Dividend stocks0.40%2.14%+12.3%+16.8%+16.2%+8.0%−9.7%12.6%$1.8B1.8

State Street SPDR S&P 400 Mid Cap Growth ETFUS Stock Styles · Mid cap0.15%0.67%+13.6%+14.7%+18.2%+6.4%−10.2%17.8%$2.8B1.9

State Street SPDR S&P Metals & Mining ETFUS Stock Styles · Large cap0.35%0.36%−6.4%+0.5%+25.8%+17.5%−27.6%37.5%$3.7B2.4

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

End-of-day Nov 3, 2026 · returns include dividends · since: XME 2006 · REGL 2015 · MDYG 2005

Head to Head

Swap sides Versus in desk

Head to Head

State Street SPDR S&P Metals & Mining ETF · $3.7B$22,393

XME

REGL

ProShares - S&P MidCap 400 Dividend Aristocrats ETF · $1.8B$14,670

$10,000 five years ago, dividends reinvested · they hold 3.0% in common

XMEMeasureREGL

−6.4%Year to dateJan 1 → Nov 3+12.3%

+0.5%1 yearTotal return+16.8%

+25.8%3 years · per year$10,000 became $19,885 · $15,689+16.2%

+17.5%5 years · per year$10,000 became $22,393 · $14,670+8.0%

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

0.36%Trailing 12-mo yield$36 · $214 a year on $10k2.14%

−27.6%Worst dropSmaller is better−9.7%

37.5%VolatilityLower is calmer12.6%

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

3–5REGL wins

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

More Ways to See the Pairs

XME vs REGL: Top 5 Holdings

Today

XME

30.0%in top 5

REGL

in top 58.7%

XMEStockREGL

6.6%CLFnot top 5

6.2%RSnot top 5

6.0%NUEnot top 5

5.9%STLDnot top 5

5.3%CMCnot top 5

not top 5EVR1.8%

not top 5THO1.7%

not top 5CHDN1.7%

not top 5R1.7%

not top 5WLK1.7%

Held in common3.0%

End-of-day Nov 3, 2026 · share of each fund

XME vs REGL Returns, Every Period

SPDRXME

+17.5%

5 years, per year

REGLProShares

+8.0%

5 years, per year

XMEREGLFaded: behind in that period

2–2Level

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

Stocks vs Income: XME vs REGL

YTD

SPDRXME

−6.4%

REGLProShares

+12.3%

−6.4%Year to date+12.3%

−27.6%Worst drop · 1Y−9.7%

37.5%Volatility · 1Y12.6%

0.4%Yield2.1%

$3.7BAssets$1.8B

4–0REGL wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: XME, REGL, MDYG

Today

0.15%lowest, MDYG

FundExpense ratioFee$10k

MDYG0.15%$15

XME0.35%$35

REGL0.40%$40

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: XME, REGL, MDYG

2.14%highest, REGL

FundTrailing yieldYield$10k

REGL2.14%$214

MDYG0.67%$67

XME0.36%$36

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$174most kept, REGL

REGL$214 − $40 = $174

MDYG$67 − $15 = $52

XME$36 − $35 = $1

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: XME, REGL, MDYG

Today

11.9%most shared, REGL and MDYG

XMEREGLMDYG

XME—3.0%2.7%

REGL3.0%—11.9%

MDYG2.7%11.9%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+16.8%REGL, at 12.6% volatility

REGLWorst drop−9.7%12.6% vol

MDYGWorst drop−10.2%17.8% vol

XMEWorst drop−27.6%37.5% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

REGLMDYG

+12.3%Year to date+13.6%

2.1%Yield0.7%

+16.8%Past year+14.7%

0.40%Fee0.15%

2–2level

End-of-day Nov 3, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026