REGL vs SMMV

AREGL

BSMMV

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$15,163REGL · SMMV $13,866

Lowest cost0.20%SMMV · $20 on $10k

Most income2.10%REGL · $210 on $10k

Smallest drop−7.0%SMMV · worst fall in 1Y

Held in common19.2%REGL and SMMV

REGL

SMMV

ProShares - S&P MidCap 400 Dividend Aristocrats ETF · $1.8BiShares MSCI USA Small-Cap Min Vol Factor ETF · $280M

+16.5%3 years · per year$15,814 · $15,637+16.1%

+8.7%5 years · per year$15,163 · $13,866+6.8%

0.40%Expense ratio$40 · $20 on $10k · lower wins0.20%

2.10%12-mo yield$210 · $154 on $10k1.54%

−9.7%Worst dropSmaller wins−7.0%

12.7%VolatilityLower wins9.5%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsREGL · SMMV

1.4%RNR1.4%

1.6%THG1.3%

1.5%IDA1.2%

1.5%OGE1.2%

Held in common19.2%

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	BSMMV	iShares MSCI USA Small-Cap Min Vol Factor ETFRead Desk		0.20%	1.54%	+1.9%	+11.8%	+15.9%	+16.1%	+6.8%	−7.0%	$280M

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	BSMMV	iShares MSCI USA Small-Cap Min Vol Factor ETFRead Desk		0.20%	1.54%	+1.9%	+11.8%	+15.9%	+16.1%	+6.8%	−7.0%	$280M

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 SMMV

REGL

ProShares - S&P MidCap 400 Dividend Aristocrats

$15,163

SMMV

iShares MSCI USA Small-Cap Min Vol Factor

$13,866

MeasureREGLSMMV

Fee0.40%0.20%

Cost on $10k a year$40$20

Yield2.10%1.54%

5 years, per year+8.7%+6.8%

3 years, per year+16.5%+16.1%

Worst drop · 1Y−9.7%−7.0%

Volatility · 1Y12.7%9.5%

3–3measures won
level

19.2%

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, SMMV

Today

19.2%most shared, REGL and SMMV

REGLSMMV

REGL—19.2%

SMMV19.2%—

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

SMMV$154 − $20 = $134

KeptFee

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