REGL vs FVD

AREGL

BFVD

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$16,243VIG · REGL $14,697

Lowest cost0.04%VIG · $4 on $10k

Most income2.20%FVD · $220 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 · $1.7BFirst Trust Value Line Dividend Index Fund · $8.3B

+14.9%3 years · per year$15,181 · $14,781+13.9%

+8.0%5 years · per year$14,697 · $13,865+6.8%

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

2.16%12-mo yield$216 · $220 on $10k2.20%

−9.7%Worst dropSmaller wins−7.6%

12.9%VolatilityLower wins10.8%

3–3Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsREGL · FVD

1.7%ATR0.5%

1.7%WTRG0.4%

1.6%RPM0.4%

1.6%RLI0.4%

Held in common11.7%

End-of-day Nov 6, 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	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.50%	−0.4%	+12.1%	+14.3%	+18.6%	+10.2%	−7.9%	$109.1B
2	AREGL	ProShares - S&P MidCap 400 Dividend Aristocrats ETFRead Desk	0.40%	2.16%	−0.8%	+11.2%	+14.7%	+14.9%	+8.0%	−9.7%	$1.7B
3	BFVD	First Trust Value Line Dividend Index FundRead Desk	0.62%	2.20%	−0.9%	+12.5%	+15.3%	+13.9%	+6.8%	−7.6%	$8.3B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.50%	−0.4%	+12.1%	+14.3%	+18.6%	+10.2%	−7.9%	$109.1B
2	AREGL	ProShares - S&P MidCap 400 Dividend Aristocrats ETFRead Desk	0.40%	2.16%	−0.8%	+11.2%	+14.7%	+14.9%	+8.0%	−9.7%	$1.7B
3	BFVD	First Trust Value Line Dividend Index FundRead Desk	0.62%	2.20%	−0.9%	+12.5%	+15.3%	+13.9%	+6.8%	−7.6%	$8.3B

End-of-day Nov 6, 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

$14,697

FVD

First Trust Value Line Dividend Index Fund

$13,865

MeasureREGLFVD

Fee0.40%0.62%

Cost on $10k a year$40$62

Yield2.16%2.20%

5 years, per year+8.0%+6.8%

3 years, per year+14.9%+13.9%

Worst drop · 1Y−9.7%−7.6%

Volatility · 1Y12.9%10.8%

3–2measures won
REGL first

11.7%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

DGRO vs VIG

YTD

iSharesDGRO

+16.6%

VIGVanguard

+12.1%

+16.6%Year to date+12.1%

1.9%Yield1.5%

$44.7BAssets$109B

2–0DGRO wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: REGL, FVD, VIG

Today

25.2%most shared, FVD and VIG

REGLFVDVIG

REGL—11.7%1.9%

FVD11.7%—25.2%

VIG1.9%25.2%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$176most kept, REGL

REGL$216 − $40 = $176

FVD$220 − $62 = $158

VIG$150 − $4 = $146

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee