ISMD vs. REGL
Compare and contrast key facts about Inspire Small/Mid Cap Impact ETF (ISMD) and ProShares S&P MidCap 400 Dividend Aristocrats ETF (REGL).
ISMD and REGL are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. ISMD is a passively managed fund by Inspire that tracks the performance of the Inspire Small/Mid Cap Impact Equal Weight Index. It was launched on Feb 28, 2017. REGL is a passively managed fund by ProShares that tracks the performance of the S&P MidCap 400 Dividend Aristocrats Index. It was launched on Feb 5, 2015. Both ISMD and REGL are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Performance
ISMD vs. REGL - Performance Comparison
Loading graphics...
ISMD vs. REGL - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
ISMD Inspire Small/Mid Cap Impact ETF | 4.62% | 4.14% | 9.53% | 16.74% | -13.44% | 29.38% | 7.45% | 24.62% | -12.63% | 8.43% |
REGL ProShares S&P MidCap 400 Dividend Aristocrats ETF | 3.68% | 6.89% | 12.26% | 5.41% | -0.62% | 20.38% | 7.50% | 18.79% | -3.25% | 6.69% |
Returns By Period
In the year-to-date period, ISMD achieves a 4.62% return, which is significantly higher than REGL's 3.68% return.
ISMD
- 1D
- 0.70%
- 1M
- -4.06%
- YTD
- 4.62%
- 6M
- 4.26%
- 1Y
- 19.45%
- 3Y*
- 10.42%
- 5Y*
- 5.29%
- 10Y*
- —
REGL
- 1D
- 0.45%
- 1M
- -5.49%
- YTD
- 3.68%
- 6M
- 3.27%
- 1Y
- 9.65%
- 3Y*
- 9.67%
- 5Y*
- 6.92%
- 10Y*
- 9.55%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
ISMD vs. REGL - Expense Ratio Comparison
ISMD has a 0.57% expense ratio, which is higher than REGL's 0.40% expense ratio.
Return for Risk
ISMD vs. REGL — Risk / Return Rank
ISMD
REGL
ISMD vs. REGL - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Inspire Small/Mid Cap Impact ETF (ISMD) and ProShares S&P MidCap 400 Dividend Aristocrats ETF (REGL). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| ISMD | REGL | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.89 | 0.60 | +0.29 |
Sortino ratioReturn per unit of downside risk | 1.37 | 0.97 | +0.39 |
Omega ratioGain probability vs. loss probability | 1.17 | 1.12 | +0.05 |
Calmar ratioReturn relative to maximum drawdown | 1.39 | 0.93 | +0.46 |
Martin ratioReturn relative to average drawdown | 4.87 | 3.24 | +1.64 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| ISMD | REGL | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.89 | 0.60 | +0.29 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.25 | 0.43 | -0.18 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.52 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.33 | 0.53 | -0.20 |
Correlation
The correlation between ISMD and REGL is 0.85, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
ISMD vs. REGL - Dividend Comparison
ISMD's dividend yield for the trailing twelve months is around 1.10%, less than REGL's 2.24% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ISMD Inspire Small/Mid Cap Impact ETF | 1.10% | 1.21% | 1.24% | 1.17% | 1.28% | 9.35% | 0.99% | 0.88% | 1.35% | 2.02% | 0.00% | 0.00% |
REGL ProShares S&P MidCap 400 Dividend Aristocrats ETF | 2.24% | 2.32% | 2.28% | 2.40% | 2.32% | 2.50% | 2.41% | 1.96% | 2.09% | 1.63% | 1.20% | 1.66% |
Drawdowns
ISMD vs. REGL - Drawdown Comparison
The maximum ISMD drawdown since its inception was -44.60%, which is greater than REGL's maximum drawdown of -36.37%. Use the drawdown chart below to compare losses from any high point for ISMD and REGL.
Loading graphics...
Drawdown Indicators
| ISMD | REGL | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -44.60% | -36.37% | -8.23% |
Max Drawdown (1Y)Largest decline over 1 year | -13.93% | -10.94% | -2.99% |
Max Drawdown (5Y)Largest decline over 5 years | -26.64% | -16.96% | -9.68% |
Max Drawdown (10Y)Largest decline over 10 years | — | -36.37% | — |
Current DrawdownCurrent decline from peak | -5.79% | -6.09% | +0.30% |
Average DrawdownAverage peak-to-trough decline | -8.31% | -4.09% | -4.22% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.97% | 3.13% | +0.84% |
Volatility
ISMD vs. REGL - Volatility Comparison
Inspire Small/Mid Cap Impact ETF (ISMD) has a higher volatility of 6.74% compared to ProShares S&P MidCap 400 Dividend Aristocrats ETF (REGL) at 4.30%. This indicates that ISMD's price experiences larger fluctuations and is considered to be riskier than REGL based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| ISMD | REGL | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.74% | 4.30% | +2.44% |
Volatility (6M)Calculated over the trailing 6-month period | 13.56% | 9.20% | +4.36% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.95% | 16.26% | +5.69% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.89% | 16.11% | +4.78% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.85% | 18.31% | +5.54% |