SMMV vs REGL

ASMMV

BREGL

Measures won3–3level · 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 common19.5%SMMV and REGL

SMMV

REGL

iShares MSCI USA Small-Cap Min Vol Factor ETF · $277MProShares - S&P MidCap 400 Dividend Aristocrats ETF · $1.7B

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

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

0.20%Expense ratio$20 · $40 on $10k · lower wins0.40%

1.58%12-mo yield$158 · $216 on $10k2.16%

−7.0%Worst dropSmaller wins−9.7%

9.8%VolatilityLower wins12.9%

3–3Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsSMMV · REGL

1.5%RNR1.5%

1.3%THG1.6%

1.2%OGE1.6%

1.2%IDA1.6%

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	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	ASMMV	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	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	ASMMV	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

SMMV vs REGL

SMMV

iShares MSCI USA Small-Cap Min Vol Factor

$13,312

REGL

ProShares - S&P MidCap 400 Dividend Aristocrats

$14,697

MeasureSMMVREGL

Fee0.20%0.40%

Cost on $10k a year$20$40

Yield1.58%2.16%

5 years, per year+5.9%+8.0%

3 years, per year+14.5%+14.9%

Worst drop · 1Y−7.0%−9.7%

Volatility · 1Y9.8%12.9%

3–3measures won
level

19.5%

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: SMMV, REGL, SCHD

Today

19.5%most shared, SMMV and REGL

SMMVREGLSCHD

SMMV—19.5%1.4%

REGL19.5%—0.6%

SCHD1.4%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

SMMV$158 − $20 = $138

KeptFee

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