REGL vs SMMV

AREGL

BSMMV

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$16,638VIG · SCHD $16,459

Lowest cost0.04%VIG · $4 on $10k

Most income2.96%SCHD · $296 on $10k

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

Held in common19.4%REGL and SMMV

REGL

SMMV

ProShares - S&P MidCap 400 Dividend Aristocrats ETF · $1.8BiShares MSCI USA Small-Cap Min Vol Factor ETF · $281M

+15.0%3 years · per year$15,226 · $15,054+14.6%

+8.1%5 years · per year$14,730 · $13,257+5.8%

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

2.12%12-mo yield$212 · $156 on $10k1.56%

−9.7%Worst dropSmaller wins−7.0%

13.0%VolatilityLower wins9.8%

3–3Level

$10,000 · 5 yearsAll four, one scale

Shared top holdingsREGL · SMMV

1.5%RNR1.5%

1.6%THG1.3%

1.6%OGE1.2%

1.6%IDA1.2%

Held in common19.4%

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

All Four

5Y4 funds

#
1	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.46%	+2.4%	+14.8%	+17.6%	+18.8%	+10.7%	−7.9%	$109.1B
2	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.96%	+1.4%	+33.2%	+39.1%	+19.6%	+10.5%	−6.9%	$121.7B
3	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%	$1.8B
4	BSMMV	iShares MSCI USA Small-Cap Min Vol Factor ETFRead Desk	0.20%	1.56%	+1.4%	+10.3%	+14.4%	+14.6%	+5.8%	−7.0%	$281M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Four

5Y4 funds

#
1	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.46%	+2.4%	+14.8%	+17.6%	+18.8%	+10.7%	−7.9%	$109.1B
2	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.96%	+1.4%	+33.2%	+39.1%	+19.6%	+10.5%	−6.9%	$121.7B
3	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%	$1.8B
4	BSMMV	iShares MSCI USA Small-Cap Min Vol Factor ETFRead Desk	0.20%	1.56%	+1.4%	+10.3%	+14.4%	+14.6%	+5.8%	−7.0%	$281M

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 SMMV

REGL

ProShares - S&P MidCap 400 Dividend Aristocrats

$14,730

SMMV

iShares MSCI USA Small-Cap Min Vol Factor

$13,257

MeasureREGLSMMV

Fee0.40%0.20%

Cost on $10k a year$40$20

Yield2.12%1.56%

5 years, per year+8.1%+5.8%

3 years, per year+15.0%+14.6%

Worst drop · 1Y−9.7%−7.0%

Volatility · 1Y13.0%9.8%

3–3measures won
level

19.4%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

DGRO vs VIG

YTD

iSharesDGRO

+18.8%

VIGVanguard

+14.8%

+18.8%Year to date+14.8%

1.8%Yield1.5%

$45.5BAssets$109B

2–0DGRO 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, SMMV, SCHD, VIG

Today

19.4%most shared, REGL and SMMV

REGLSMMVSCHDVIG

REGL—19.4%0.6%1.9%

SMMV19.4%—1.4%2.0%

SCHD0.6%1.4%—14.5%

VIG1.9%2.0%14.5%—

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

Income After Fees on $10,000

$290most kept, SCHD

SCHD$296 − $6 = $290

REGL$212 − $40 = $172

VIG$146 − $4 = $142

SMMV$156 − $20 = $136

KeptFee

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