REGL vs CGDV

AREGL

BCGDV

Measures won1–2CGDV wins · of 6 · 5Y

$10,000 · 5Y$14,670REGL

Lowest cost0.33%CGDV · $33 on $10k

Most income2.14%REGL · $214 on $10k

Smallest drop−9.7%REGL · worst fall in 1Y

Held in common0.0%REGL and CGDV

REGL

CGDV

ProShares - S&P MidCap 400 Dividend Aristocrats ETF · $1.8BCapital Group Dividend Value ETF · $38.8B

+16.2%3 years · per year$15,689 · $19,988+26.0%

+8.0%5 years · per year$14,670 · […][…]

0.40%Expense ratio$40 · $33 on $10k · lower wins0.33%

2.14%12-mo yield$214 · $123 on $10k1.23%

−9.7%Worst dropSmaller wins−9.7%

12.6%VolatilityLower wins12.6%

1–2CGDV wins

$10,000 · 5 yearsOne scale

Shared top holdingsREGL · CGDV

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

End-of-day Nov 3, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	AREGL	ProShares - S&P MidCap 400 Dividend Aristocrats ETFRead Desk		0.40%	2.14%	−1.0%	+12.3%	+16.8%	+16.2%	+8.0%	−9.7%	$1.8B
2	BCGDV	Capital Group Dividend Value ETFRead Desk		0.33%	1.23%	+0.4%	+13.0%	+16.1%	+26.0%	new	−9.7%	$38.8B

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

Both

5Y2 funds

#			Trend
1	AREGL	ProShares - S&P MidCap 400 Dividend Aristocrats ETFRead Desk		0.40%	2.14%	−1.0%	+12.3%	+16.8%	+16.2%	+8.0%	−9.7%	$1.8B
2	BCGDV	Capital Group Dividend Value ETFRead Desk		0.33%	1.23%	+0.4%	+13.0%	+16.1%	+26.0%	new	−9.7%	$38.8B

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

Cards for this view

REGL vs CGDV

REGL

ProShares - S&P MidCap 400 Dividend Aristocrats

$14,670

CGDV

Capital Group Dividend Value

[…]

MeasureREGLCGDV

Fee0.40%0.33%

Cost on $10k a year$40$33

Yield2.14%1.23%

5 years, per year+8.0%[…]

3 years, per year+16.2%+26.0%

Worst drop · 1Y−9.7%−9.7%

Volatility · 1Y12.6%12.6%

2–1measures won
CGDV first

0.0%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

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

Overlap: REGL, CGDV

Today

0.0%most shared, REGL and CGDV

REGLCGDV

REGL—0.0%

CGDV0.0%—

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

Income After Fees on $10,000

$174most kept, REGL

REGL$214 − $40 = $174

CGDV$123 − $33 = $90

KeptFee

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