REGL vs SMMV

AREGL

BSMMV

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,585VTV · REGL $14,697

Lowest cost0.03%VTV · $3 on $10k

Most income2.16%REGL · $216 on $10k

Smallest drop−6.4%VTV · worst fall in 1Y

Held in common19.5%REGL and SMMV

REGL

SMMV

ProShares - S&P MidCap 400 Dividend Aristocrats ETF · $1.7BiShares MSCI USA Small-Cap Min Vol Factor ETF · $277M

+14.9%3 years · per year$15,181 · $15,003+14.5%

+8.0%5 years · per year$14,697 · $13,312+5.9%

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

2.16%12-mo yield$216 · $158 on $10k1.58%

−9.7%Worst dropSmaller wins−7.0%

12.9%VolatilityLower wins9.8%

3–3Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsREGL · SMMV

1.5%RNR1.5%

1.6%THG1.3%

1.6%OGE1.2%

1.6%IDA1.2%

Held in common19.5%

End-of-day Nov 6, 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	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.87%	−0.4%	+18.5%	+22.9%	+20.9%	+12.0%	−6.4%	$184.2B
2	AREGL	ProShares - S&P MidCap 400 Dividend Aristocrats ETFRead Desk	0.40%	2.16%	−0.8%	+11.2%	+14.7%	+14.9%	+8.0%	−9.7%	$1.7B
3	BSMMV	iShares MSCI USA Small-Cap Min Vol Factor ETFRead Desk	0.20%	1.58%	−0.7%	+8.8%	+11.9%	+14.5%	+5.9%	−7.0%	$277M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.87%	−0.4%	+18.5%	+22.9%	+20.9%	+12.0%	−6.4%	$184.2B
2	AREGL	ProShares - S&P MidCap 400 Dividend Aristocrats ETFRead Desk	0.40%	2.16%	−0.8%	+11.2%	+14.7%	+14.9%	+8.0%	−9.7%	$1.7B
3	BSMMV	iShares MSCI USA Small-Cap Min Vol Factor ETFRead Desk	0.20%	1.58%	−0.7%	+8.8%	+11.9%	+14.5%	+5.9%	−7.0%	$277M

End-of-day Nov 6, 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

$14,697

SMMV

iShares MSCI USA Small-Cap Min Vol Factor

$13,312

MeasureREGLSMMV

Fee0.40%0.20%

Cost on $10k a year$40$20

Yield2.16%1.58%

5 years, per year+8.0%+5.9%

3 years, per year+14.9%+14.5%

Worst drop · 1Y−9.7%−7.0%

Volatility · 1Y12.9%9.8%

3–3measures won
level

19.5%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

VTV vs SCHV

YTD

VanguardVTV

+18.5%

SCHVSchwab

+16.2%

+18.5%Year to date+16.2%

1.9%Yield1.8%

$184BAssets$15.4B

2–0VTV wins

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: REGL, SMMV, VTV

Today

19.5%most shared, REGL and SMMV

REGLSMMVVTV

REGL—19.5%0.0%

SMMV19.5%—0.0%

VTV0.0%0.0%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$184most kept, VTV

VTV$187 − $3 = $184

REGL$216 − $40 = $176

SMMV$158 − $20 = $138

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee