REGL vs FTDS

AREGL

BFTDS

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$16,459SCHD · REGL $14,729

Lowest cost0.06%SCHD · $6 on $10k

Most income2.96%SCHD · $296 on $10k

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

Held in common7.5%REGL and FTDS

REGL

FTDS

ProShares - S&P MidCap 400 Dividend Aristocrats ETF · $1.8BFirst Trust Dividend Strength ETF · $39M

+15.0%3 years · per year$15,226 · $16,903+19.1%

+8.1%5 years · per year$14,730 · $14,552+7.8%

0.40%Expense ratio$40 · $81 on $10k · lower wins0.81%

2.12%12-mo yield$212 · $160 on $10k1.60%

−9.7%Worst dropSmaller wins−7.3%

13.0%VolatilityLower wins12.5%

3–3Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsREGL · FTDS

1.5%RPM2.1%

1.5%TTC2.1%

1.5%CBSH2.0%

1.5%CFR2.0%

Held in common7.5%

End-of-day Nov 9, 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%	2.96%	+1.4%	+33.2%	+39.1%	+19.6%	+10.5%	−6.9%	$121.7B
2	AREGL	ProShares - S&P MidCap 400 Dividend Aristocrats ETFRead Desk	0.40%	2.12%	+1.9%	+13.3%	+17.4%	+15.0%	+8.1%	−9.7%	$1.8B
3	BFTDS	First Trust Dividend Strength ETFRead Desk	0.81%	1.60%	+1.5%	+19.4%	+25.3%	+19.1%	+7.8%	−7.3%	$39M

End-of-day Nov 9, 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%	2.96%	+1.4%	+33.2%	+39.1%	+19.6%	+10.5%	−6.9%	$121.7B
2	AREGL	ProShares - S&P MidCap 400 Dividend Aristocrats ETFRead Desk	0.40%	2.12%	+1.9%	+13.3%	+17.4%	+15.0%	+8.1%	−9.7%	$1.8B
3	BFTDS	First Trust Dividend Strength ETFRead Desk	0.81%	1.60%	+1.5%	+19.4%	+25.3%	+19.1%	+7.8%	−7.3%	$39M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

REGL vs FTDS

REGL

ProShares - S&P MidCap 400 Dividend Aristocrats

$14,730

FTDS

First Trust Dividend Strength

$14,552

MeasureREGLFTDS

Fee0.40%0.81%

Cost on $10k a year$40$81

Yield2.12%1.60%

5 years, per year+8.1%+7.8%

3 years, per year+15.0%+19.1%

Worst drop · 1Y−9.7%−7.3%

Volatility · 1Y13.0%12.5%

3–3measures won
level

7.5%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

Overlap: REGL, FTDS, SCHD

Today

12.0%most shared, FTDS and SCHD

REGLFTDSSCHD

REGL—7.5%0.6%

FTDS7.5%—12.0%

SCHD0.6%12.0%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$290most kept, SCHD

SCHD$296 − $6 = $290

REGL$212 − $40 = $172

FTDS$160 − $81 = $79

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee