SMIG vs REGL

ASMIG

BREGL

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,305VYM · REGL $14,670

Lowest cost0.04%VYM · $4 on $10k

Most income2.25%VYM · $225 on $10k

Smallest drop−6.7%VYM · worst fall in 1Y

Held in common15.0%SMIG and REGL

SMIG

REGL

Bahl & Gaynor Small/Mid Cap Income Growth ETF · $1.5BProShares - S&P MidCap 400 Dividend Aristocrats ETF · $1.8B

+16.7%3 years · per year$15,886 · $15,689+16.2%

+7.0%5 years · per year$14,057 · $14,670+8.0%

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

1.67%12-mo yield$167 · $214 on $10k2.14%

−8.5%Worst dropSmaller wins−9.7%

11.4%VolatilityLower wins12.6%

3–3Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsSMIG · REGL

2.8%EVR1.8%

2.9%R1.7%

2.1%RPM1.6%

1.6%RBA1.7%

Held in common15.0%

End-of-day Nov 3, 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	VYM	Vanguard High Dividend Yield ETFRead Desk	0.04%	2.25%	−0.3%	+15.8%	+19.0%	+21.5%	+11.6%	−6.7%	$78.9B
2	BREGL	ProShares - S&P MidCap 400 Dividend Aristocrats ETFRead Desk	0.40%	2.14%	−1.0%	+12.3%	+16.8%	+16.2%	+8.0%	−9.7%	$1.8B
3	ASMIG	Bahl & Gaynor Small/Mid Cap Income Growth ETFRead Desk	0.60%	1.67%	−0.1%	+14.0%	+16.2%	+16.7%	+7.0%	−8.5%	$1.5B

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

All Three

5Y3 funds

#
1	VYM	Vanguard High Dividend Yield ETFRead Desk	0.04%	2.25%	−0.3%	+15.8%	+19.0%	+21.5%	+11.6%	−6.7%	$78.9B
2	BREGL	ProShares - S&P MidCap 400 Dividend Aristocrats ETFRead Desk	0.40%	2.14%	−1.0%	+12.3%	+16.8%	+16.2%	+8.0%	−9.7%	$1.8B
3	ASMIG	Bahl & Gaynor Small/Mid Cap Income Growth ETFRead Desk	0.60%	1.67%	−0.1%	+14.0%	+16.2%	+16.7%	+7.0%	−8.5%	$1.5B

End-of-day Nov 3, 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

$14,057

REGL

ProShares - S&P MidCap 400 Dividend Aristocrats

$14,670

MeasureSMIGREGL

Fee0.60%0.40%

Cost on $10k a year$60$40

Yield1.67%2.14%

5 years, per year+7.0%+8.0%

3 years, per year+16.7%+16.2%

Worst drop · 1Y−8.5%−9.7%

Volatility · 1Y11.4%12.6%

3–3measures won
level

15.0%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

Overlap: SMIG, REGL, VYM

Today

15.0%most shared, SMIG and REGL

SMIGREGLVYM

SMIG—15.0%1.9%

REGL15.0%—1.5%

VYM1.9%1.5%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$221most kept, VYM

VYM$225 − $4 = $221

REGL$214 − $40 = $174

SMIG$167 − $60 = $107

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee