REGL vs MDYG

AREGL

BMDYG

Measures won4–2REGL wins · of 6 · 5Y

$10,000 · 5Y$14,729REGL · MDYG $13,218

Lowest cost0.15%MDYG · $15 on $10k

Most income2.12%REGL · $212 on $10k

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

Held in common12.6%REGL and MDYG

REGL

MDYG

ProShares - S&P MidCap 400 Dividend Aristocrats ETF · $1.7BState Street SPDR S&P 400 Mid Cap Growth ETF · $2.7B

+15.0%3 years · per year$15,226 · $15,902+16.7%

+8.1%5 years · per year$14,730 · $13,218+5.7%

0.40%Expense ratio$40 · $15 on $10k · lower wins0.15%

2.12%12-mo yield$212 · $67 on $10k0.67%

−9.7%Worst dropSmaller wins−12.1%

13.0%VolatilityLower wins18.8%

4–2REGL wins

$10,000 · 5 yearsOne scale

Shared top holdingsREGL · MDYG

1.6%RGLD1.4%

1.7%RBA1.0%

1.6%ENSG0.6%

1.6%LECO0.6%

Held in common12.6%

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

Both

5Y2 funds

#			Trend
1	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%	$1.7B
2	BMDYG	State Street SPDR S&P 400 Mid Cap Growth ETFRead Desk		0.15%	0.67%	+3.6%	+13.8%	+16.5%	+16.7%	+5.7%	−12.1%	$2.7B

End-of-day Nov 9, 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%	2.12%	+1.9%	+13.3%	+17.4%	+15.0%	+8.1%	−9.7%	$1.7B
2	BMDYG	State Street SPDR S&P 400 Mid Cap Growth ETFRead Desk		0.15%	0.67%	+3.6%	+13.8%	+16.5%	+16.7%	+5.7%	−12.1%	$2.7B

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 MDYG

REGL

ProShares - S&P MidCap 400 Dividend Aristocrats

$14,730

MDYG

SPDR S&P 400 Mid Cap Growth

$13,218

MeasureREGLMDYG

Fee0.40%0.15%

Cost on $10k a year$40$15

Yield2.12%0.67%

5 years, per year+8.1%+5.7%

3 years, per year+15.0%+16.7%

Worst drop · 1Y−9.7%−12.1%

Volatility · 1Y13.0%18.8%

4–2measures won
REGL first

12.6%

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%

$120BAssets$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, MDYG

Today

12.6%most shared, REGL and MDYG

REGLMDYG

REGL—12.6%

MDYG12.6%—

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

Income After Fees on $10,000

$172most kept, REGL

REGL$212 − $40 = $172

MDYG$67 − $15 = $52

KeptFee

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