REGL vs FVD

AREGL

BFVD

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$15,163REGL · FVD $14,259

Lowest cost0.40%REGL · $40 on $10k

Most income2.16%FVD · $216 on $10k

Smallest drop−7.6%FVD · worst fall in 1Y

Held in common11.7%REGL and FVD

REGL

FVD

ProShares - S&P MidCap 400 Dividend Aristocrats ETF · $1.8BFirst Trust Value Line Dividend Index Fund · $8.2B

+16.5%3 years · per year$15,814 · $15,339+15.3%

+8.7%5 years · per year$15,163 · $14,259+7.4%

0.40%Expense ratio$40 · $62 on $10k · lower wins0.62%

2.10%12-mo yield$210 · $216 on $10k2.16%

−9.7%Worst dropSmaller wins−7.6%

12.7%VolatilityLower wins10.7%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsREGL · FVD

1.7%ATR0.5%

1.6%LECO0.4%

1.6%RPM0.4%

1.2%GGG0.4%

Held in common11.7%

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

Both

5Y2 funds

#			Trend
1	AREGL	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
2	BFVD	First Trust Value Line Dividend Index FundRead Desk		0.62%	2.16%	+2.2%	+14.9%	+18.5%	+15.3%	+7.4%	−7.6%	$8.2B

End-of-day Nov 4, 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%	2.10%	+1.6%	+14.1%	+18.5%	+16.5%	+8.7%	−9.7%	$1.8B
2	BFVD	First Trust Value Line Dividend Index FundRead Desk		0.62%	2.16%	+2.2%	+14.9%	+18.5%	+15.3%	+7.4%	−7.6%	$8.2B

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

REGL vs FVD

REGL

ProShares - S&P MidCap 400 Dividend Aristocrats

$15,163

FVD

First Trust Value Line Dividend Index Fund

$14,259

MeasureREGLFVD

Fee0.40%0.62%

Cost on $10k a year$40$62

Yield2.10%2.16%

5 years, per year+8.7%+7.4%

3 years, per year+16.5%+15.3%

Worst drop · 1Y−9.7%−7.6%

Volatility · 1Y12.7%10.7%

3–3measures won
level

11.7%

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%

$121BAssets$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%

$41.8BAssets$46.0B

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%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: REGL, FVD

Today

11.7%most shared, REGL and FVD

REGLFVD

REGL—11.7%

FVD11.7%—

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

Income After Fees on $10,000

$170most kept, REGL

REGL$210 − $40 = $170

FVD$216 − $62 = $154

KeptFee

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