FTDS vs REGL

AFTDS

BREGL

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$16,881SCHD · REGL $15,163

Lowest cost0.06%SCHD · $6 on $10k

Most income2.91%SCHD · $291 on $10k

Smallest drop−6.9%SCHD · worst fall in 1Y

Held in common7.6%FTDS and REGL

FTDS

REGL

First Trust Dividend Strength ETF · $40MProShares - S&P MidCap 400 Dividend Aristocrats ETF · $1.8B

+21.0%3 years · per year$17,706 · $15,814+16.5%

+8.3%5 years · per year$14,901 · $15,163+8.7%

0.81%Expense ratio$81 · $40 on $10k · lower wins0.40%

1.57%12-mo yield$157 · $210 on $10k2.10%

−7.3%Worst dropSmaller wins−9.7%

12.2%VolatilityLower wins12.7%

3–3Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsFTDS · REGL

2.1%RPM1.6%

2.1%TTC1.5%

2.0%CFR1.5%

1.9%INGR1.5%

Held in common7.6%

End-of-day Nov 4, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.91%	+1.9%	+35.3%	+41.6%	+21.4%	+11.0%	−6.9%	$122.9B
2	BREGL	ProShares - S&P MidCap 400 Dividend Aristocrats ETFRead Desk	0.40%	2.10%	+1.6%	+14.1%	+18.5%	+16.5%	+8.7%	−9.7%	$1.8B
3	AFTDS	First Trust Dividend Strength ETFRead Desk	0.81%	1.57%	+1.0%	+21.3%	+27.8%	+21.0%	+8.3%	−7.3%	$40M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.91%	+1.9%	+35.3%	+41.6%	+21.4%	+11.0%	−6.9%	$122.9B
2	BREGL	ProShares - S&P MidCap 400 Dividend Aristocrats ETFRead Desk	0.40%	2.10%	+1.6%	+14.1%	+18.5%	+16.5%	+8.7%	−9.7%	$1.8B
3	AFTDS	First Trust Dividend Strength ETFRead Desk	0.81%	1.57%	+1.0%	+21.3%	+27.8%	+21.0%	+8.3%	−7.3%	$40M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

FTDS vs REGL

FTDS

First Trust Dividend Strength

$14,901

REGL

ProShares - S&P MidCap 400 Dividend Aristocrats

$15,163

MeasureFTDSREGL

Fee0.81%0.40%

Cost on $10k a year$81$40

Yield1.57%2.10%

5 years, per year+8.3%+8.7%

3 years, per year+21.0%+16.5%

Worst drop · 1Y−7.3%−9.7%

Volatility · 1Y12.2%12.7%

3–3measures won
level

7.6%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

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

Overlap: FTDS, REGL, SCHD

Today

12.2%most shared, FTDS and SCHD

FTDSREGLSCHD

FTDS—7.6%12.2%

REGL7.6%—0.6%

SCHD12.2%0.6%—

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

Income After Fees on $10,000

$285most kept, SCHD

SCHD$291 − $6 = $285

REGL$210 − $40 = $170

FTDS$157 − $81 = $76

KeptFee

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