SMIG vs REGL

ASMIG

BREGL

Measures won2–4REGL wins · of 6 · 5Y

$10,000 · 5Y$16,267SCHD · REGL $14,697

Lowest cost0.06%SCHD · $6 on $10k

Most income3.00%SCHD · $300 on $10k

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

Held in common14.9%SMIG and REGL

SMIG

REGL

Bahl & Gaynor Small/Mid Cap Income Growth ETF · $1.5BProShares - S&P MidCap 400 Dividend Aristocrats ETF · $1.7B

+14.8%3 years · per year$15,141 · $15,181+14.9%

+6.9%5 years · per year$13,962 · $14,697+8.0%

0.60%Expense ratio$60 · $40 on $10k · lower wins0.40%

1.70%12-mo yield$170 · $216 on $10k2.16%

−8.5%Worst dropSmaller wins−9.7%

11.7%VolatilityLower wins12.9%

2–4REGL wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsSMIG · REGL

2.8%EVR1.7%

2.8%R1.7%

1.6%RBA1.7%

2.5%ELS1.6%

Held in common14.9%

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	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$119.9B
2	BREGL	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	ASMIG	Bahl & Gaynor Small/Mid Cap Income Growth ETFRead Desk	0.60%	1.70%	+0.2%	+11.8%	+13.7%	+14.8%	+6.9%	−8.5%	$1.5B

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	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$119.9B
2	BREGL	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	ASMIG	Bahl & Gaynor Small/Mid Cap Income Growth ETFRead Desk	0.60%	1.70%	+0.2%	+11.8%	+13.7%	+14.8%	+6.9%	−8.5%	$1.5B

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

SMIG vs REGL

SMIG

Bahl & Gaynor Small/Mid Cap Income Growth

$13,962

REGL

ProShares - S&P MidCap 400 Dividend Aristocrats

$14,697

MeasureSMIGREGL

Fee0.60%0.40%

Cost on $10k a year$60$40

Yield1.70%2.16%

5 years, per year+6.9%+8.0%

3 years, per year+14.8%+14.9%

Worst drop · 1Y−8.5%−9.7%

Volatility · 1Y11.7%12.9%

4–2measures won
REGL first

14.9%

holdings shared

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

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%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: SMIG, REGL, SCHD

Today

14.9%most shared, SMIG and REGL

SMIGREGLSCHD

SMIG—14.9%1.2%

REGL14.9%—0.6%

SCHD1.2%0.6%—

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

Income After Fees on $10,000

$294most kept, SCHD

SCHD$300 − $6 = $294

REGL$216 − $40 = $176

SMIG$170 − $60 = $110

KeptFee

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