REGL vs SMMV

AREGL

BSMMV

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$16,881SCHD · REGL $15,163

Lowest cost0.06%SCHD · $6 on $10k

Most income2.91%SCHD · $291 on $10k

Smallest drop−6.9%SCHD · 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 · $285M

+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 yearsAll three, one 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

All Three

5Y3 funds

#
1	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.91%	+1.9%	+35.3%	+41.6%	+21.4%	+11.0%	−6.9%	$122.9B
2	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
3	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%	$285M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.91%	+1.9%	+35.3%	+41.6%	+21.4%	+11.0%	−6.9%	$122.9B
2	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
3	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%	$285M

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%

$123BAssets$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%

$42.1BAssets$46.1B

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%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: REGL, SMMV, SCHD

Today

19.2%most shared, REGL and SMMV

REGLSMMVSCHD

REGL—19.2%0.6%

SMMV19.2%—1.5%

SCHD0.6%1.5%—

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

Income After Fees on $10,000

$285most kept, SCHD

SCHD$291 − $6 = $285

REGL$210 − $40 = $170

SMMV$154 − $20 = $134

KeptFee

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