REGL vs SMMV

AREGL

BSMMV

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$16,052VUG · REGL $14,767

Lowest cost0.03%VUG · $3 on $10k

Most income2.14%REGL · $214 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 · $285M

+15.6%3 years · per year$15,447 · $15,234+15.1%

+8.1%5 years · per year$14,767 · $13,412+6.0%

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

2.14%12-mo yield$214 · $157 on $10k1.57%

−9.7%Worst dropSmaller wins−7.0%

12.8%VolatilityLower wins9.8%

3–3Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsREGL · SMMV

1.4%RNR1.4%

1.6%THG1.3%

1.5%OGE1.2%

1.5%IDA1.2%

Held in common19.2%

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	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.43%	−5.5%	+0.5%	−0.6%	+22.8%	+9.9%	−15.1%	$232.9B
2	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
3	BSMMV	iShares MSCI USA Small-Cap Min Vol Factor ETFRead Desk	0.20%	1.57%	−2.0%	+9.6%	+13.3%	+15.1%	+6.0%	−7.0%	$285M

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	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.43%	−5.5%	+0.5%	−0.6%	+22.8%	+9.9%	−15.1%	$232.9B
2	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
3	BSMMV	iShares MSCI USA Small-Cap Min Vol Factor ETFRead Desk	0.20%	1.57%	−2.0%	+9.6%	+13.3%	+15.1%	+6.0%	−7.0%	$285M

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 SMMV

REGL

ProShares - S&P MidCap 400 Dividend Aristocrats

$14,767

SMMV

iShares MSCI USA Small-Cap Min Vol Factor

$13,413

MeasureREGLSMMV

Fee0.40%0.20%

Cost on $10k a year$40$20

Yield2.14%1.57%

5 years, per year+8.1%+6.0%

3 years, per year+15.6%+15.1%

Worst drop · 1Y−9.7%−7.0%

Volatility · 1Y12.8%9.8%

3–3measures won
level

19.2%

holdings shared

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

VUG vs SCHG

YTD

VanguardVUG

+0.5%

SCHGSchwab

+0.9%

+0.5%Year to date+0.9%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$62.5B

1–1level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: REGL, SMMV, VUG

Today

19.2%most shared, REGL and SMMV

REGLSMMVVUG

REGL—19.2%0.0%

SMMV19.2%—0.0%

VUG0.0%0.0%—

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

Income After Fees on $10,000

$174most kept, REGL

REGL$214 − $40 = $174

SMMV$157 − $20 = $137

VUG$43 − $3 = $40

KeptFee

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