REGL vs SCHD

AREGL

BSCHD

Measures won0–6SCHD wins · of 6 · 5Y

$10,000 · 5Y$17,156VOO · SCHD $16,375

Lowest cost0.03%VOO · $3 on $10k

Most income2.98%SCHD · $298 on $10k

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

Held in common0.6%REGL and SCHD

REGL

SCHD

ProShares - S&P MidCap 400 Dividend Aristocrats ETF · $1.8BSchwab U.S. Dividend Equity ETF · $120B

+15.6%3 years · per year$15,447 · $17,414+20.3%

+8.1%5 years · per year$14,767 · $16,375+10.4%

0.40%Expense ratio$40 · $6 on $10k · lower wins0.06%

2.14%12-mo yield$214 · $298 on $10k2.98%

−9.7%Worst dropSmaller wins−6.9%

12.8%VolatilityLower wins11.7%

0–6SCHD wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsREGL · SCHD

1.5%AFG0.2%

1.4%ORI0.2%

1.6%OZK0.1%

1.5%MZTI0.1%

Held in common0.6%

End-of-day Nov 5, 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	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$1.00T
2	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.98%	−2.2%	+32.3%	+38.7%	+20.3%	+10.4%	−6.9%	$120.5B
3	AREGL	ProShares - S&P MidCap 400 Dividend Aristocrats ETFRead Desk	0.40%	2.14%	−1.7%	+12.1%	+15.9%	+15.6%	+8.1%	−9.7%	$1.8B

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

All Three

5Y3 funds

#
1	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$1.00T
2	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.98%	−2.2%	+32.3%	+38.7%	+20.3%	+10.4%	−6.9%	$120.5B
3	AREGL	ProShares - S&P MidCap 400 Dividend Aristocrats ETFRead Desk	0.40%	2.14%	−1.7%	+12.1%	+15.9%	+15.6%	+8.1%	−9.7%	$1.8B

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

Cards for this view

REGL vs SCHD

REGL

ProShares - S&P MidCap 400 Dividend Aristocrats

$14,767

SCHD

Schwab U.S. Dividend Equity

$16,375

MeasureREGLSCHD

Fee0.40%0.06%

Cost on $10k a year$40$6

Yield2.14%2.98%

5 years, per year+8.1%+10.4%

3 years, per year+15.6%+20.3%

Worst drop · 1Y−9.7%−6.9%

Volatility · 1Y12.8%11.7%

6–0measures won
SCHD first

0.6%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026

VOO vs IVV

YTD

VanguardVOO

+8.4%

IVViShares

+8.4%

+8.4%Year to date+8.4%

1.1%Yield1.1%

$1.00TAssets$850B

0–0level

End-of-day Nov 5, 2026

Overlap: REGL, SCHD, VOO

Today

7.6%most shared, SCHD and VOO

REGLSCHDVOO

REGL—0.6%0.0%

SCHD0.6%—7.6%

VOO0.0%7.6%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$292most kept, SCHD

SCHD$298 − $6 = $292

REGL$214 − $40 = $174

VOO$110 − $3 = $107

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee