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REGL vs. IJR
Performance
Return for Risk
Drawdowns
Volatility
Dividends

REGL vs. IJR

Last updated Jun 24, 2026

REGL (ProShares S&P MidCap 400 Dividend Aristocrats ETF) and IJR (iShares Core S&P Small-Cap ETF) are both exchange-traded funds - REGL is a Mid Cap Value Equities fund tracking the S&P MidCap 400 Dividend Aristocrats Index, while IJR is a Small Cap Blend Equities fund tracking the S&P SmallCap 600 Index. Both are passively managed. Over the past 10 years, REGL returned 9.68%/yr vs 11.30%/yr for IJR. Their correlation of 0.85 suggests significant overlap in exposure. REGL charges 0.40%/yr vs 0.06%/yr for IJR.

Performance

REGL vs. IJR - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in ProShares S&P MidCap 400 Dividend Aristocrats ETF (REGL) and iShares Core S&P Small-Cap ETF (IJR). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, REGL achieves a 8.22% return, which is significantly lower than IJR's 19.34% return. Over the past 10 years, REGL has underperformed IJR with an annualized return of 9.68%, while IJR has yielded a comparatively higher 11.30% annualized return.

REGL

1D
0.50%
1M
1.92%
YTD
8.22%
6M
6.56%
1Y
13.68%
3Y*
12.57%
5Y*
7.41%
10Y*
9.68%

IJR

1D
-0.34%
1M
4.22%
YTD
19.34%
6M
16.86%
1Y
34.47%
3Y*
16.15%
5Y*
6.29%
10Y*
11.30%
*Multi-year figures are annualized to reflect compound growth (CAGR)

REGL vs. IJR - Yearly Performance Comparison

2026 (YTD)202520242023202220212020201920182017
REGL
ProShares S&P MidCap 400 Dividend Aristocrats ETF		8.22%6.89%12.26%5.41%-0.62%20.38%7.50%18.79%-3.25%10.17%
IJR
iShares Core S&P Small-Cap ETF		19.34%5.89%8.63%16.06%-16.20%26.58%11.28%22.82%-8.51%13.15%

Correlation

The correlation between REGL and IJR is 0.79, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.

Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.79

Correlation (3Y)
Calculated over the trailing 3-year period

0.85

Correlation (5Y)
Calculated over the trailing 5-year period

0.87

Correlation (10Y)
Calculated over the trailing 10-year period

0.87

Correlation (All Time)
Calculated using the full available price history since Feb 5, 2015

0.85

The correlation between REGL and IJR has been stable across timeframes, ranging from 0.79 to 0.87 - a consistent structural relationship.

REGL vs. IJR - Sectors Allocation Comparison

Sectors
REGL
IJR

Financial Services

31.0%
16.0%

Industrials

15.2%
16.0%

Utilities

13.7%
1.9%

Consumer Cyclical

10.7%
12.5%

Basic Materials

9.2%
4.7%

Real Estate

7.8%
7.5%

Healthcare

4.6%
11.0%

Energy

3.1%
6.8%

Consumer Defensive

2.8%
3.2%

Technology

1.9%
15.9%

Communication Services

-

3.2%

Financial Services

REGL
31.0%
IJR
16.0%

Industrials

REGL
15.2%
IJR
16.0%

Utilities

REGL
13.7%
IJR
1.9%

Consumer Cyclical

REGL
10.7%
IJR
12.5%

Basic Materials

REGL
9.2%
IJR
4.7%

Real Estate

REGL
7.8%
IJR
7.5%

Healthcare

REGL
4.6%
IJR
11.0%

Energy

REGL
3.1%
IJR
6.8%

Consumer Defensive

REGL
2.8%
IJR
3.2%

Technology

REGL
1.9%
IJR
15.9%

Communication Services

REGL

-

IJR
3.2%

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

ProShares S&P MidCap 400 Dividend Aristocrats ETF

iShares Core S&P Small-Cap ETF

Often compared with REGL:
REGL vs. NOBLREGL vs. SMDVREGL vs. SCHDREGL vs. CALFREGL vs. SDVYREGL vs. IWRREGL vs. TMDV
Often compared with IJR:
IJR vs. IWMIJR vs. VBIJR vs. AVUVIJR vs. IJHIJR vs. IJSIJR vs. SCHAIJR vs. VBR

Return for Risk

REGL vs. IJR — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
REGL
REGL Risk / Return Rank: 3030
Overall Rank
REGL Sharpe Ratio Rank: 3030
Sharpe Ratio Rank
REGL Sortino Ratio Rank: 3131
Sortino Ratio Rank
REGL Omega Ratio Rank: 2828
Omega Ratio Rank
REGL Calmar Ratio Rank: 2929
Calmar Ratio Rank
REGL Martin Ratio Rank: 3232
Martin Ratio Rank
IJR
IJR Risk / Return Rank: 6767
Overall Rank
IJR Sharpe Ratio Rank: 6161
Sharpe Ratio Rank
IJR Sortino Ratio Rank: 6363
Sortino Ratio Rank
IJR Omega Ratio Rank: 5656
Omega Ratio Rank
IJR Calmar Ratio Rank: 7979
Calmar Ratio Rank
IJR Martin Ratio Rank: 7474
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

REGL vs. IJR - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for ProShares S&P MidCap 400 Dividend Aristocrats ETF (REGL) and iShares Core S&P Small-Cap ETF (IJR). 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.

REGLIJRDifference
Sharpe ratioReturn per unit of total volatility
1.04
1.96

-0.91

Sortino ratioReturn per unit of downside risk
1.61
2.84

-1.22

Omega ratioGain probability vs. loss probability

1.18

1.34

-0.15

Calmar ratioReturn relative to maximum drawdown

1.42

3.99

-2.57

Martin ratioReturn relative to average drawdown

4.41

13.39

-8.98

REGL vs. IJR - Sharpe Ratio Comparison

The current REGL Sharpe Ratio is 1.04, which is lower than the IJR Sharpe Ratio of 1.96. The chart below compares the historical Sharpe Ratios of REGL and IJR, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

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Drawdowns

REGL vs. IJR - Drawdown Comparison

The maximum REGL drawdown since its inception was -36.37%, smaller than the maximum IJR drawdown of -58.15%. Use the drawdown chart below to compare losses from any high point for REGL and IJR.

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Drawdown Indicators

REGLIJRDifference

Max Drawdown

Largest peak-to-trough decline

-36.37%

-58.15%

+21.78%

Max Drawdown (1Y)

Largest decline over 1 year

-9.67%

-8.68%

-0.99%

Max Drawdown (3Y)

Largest decline over 3 years

-16.96%

-28.02%

+11.06%

Max Drawdown (5Y)

Largest decline over 5 years

-16.96%

-28.02%

+11.06%

Max Drawdown (10Y)

Largest decline over 10 years

-36.37%

-44.36%

+7.99%

Current Drawdown

Current decline from peak

-1.97%

-0.43%

-1.54%

Average Drawdown

Average peak-to-trough decline

-4.08%

-9.26%

+5.18%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.11%

2.58%

+0.53%

Volatility

REGL vs. IJR - Volatility Comparison

The current volatility for ProShares S&P MidCap 400 Dividend Aristocrats ETF (REGL) is 3.57%, while iShares Core S&P Small-Cap ETF (IJR) has a volatility of 4.96%. This indicates that REGL experiences smaller price fluctuations and is considered to be less risky than IJR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

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Volatility by Period

REGLIJRDifference

Volatility (1M)

Calculated over the trailing 1-month period

3.57%

4.96%

-1.39%

Volatility (6M)

Calculated over the trailing 6-month period

9.31%

12.06%

-2.75%

Volatility (1Y)

Calculated over the trailing 1-year period

13.24%

17.73%

-4.49%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

16.06%

21.40%

-5.34%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

18.32%

22.90%

-4.58%

REGL vs. IJR - Expense Ratio Comparison

REGL has a 0.40% expense ratio, which is higher than IJR's 0.06% expense ratio.

Dividends

REGL vs. IJR - Dividend Comparison

REGL's dividend yield for the trailing twelve months is around 2.15%, more than IJR's 1.15% yield.

PositionTTM20252024202320222021202020192018201720162015
IJR
iShares Core S&P Small-Cap ETF		1.15%1.44%2.05%1.31%1.41%1.53%1.11%1.44%1.58%1.20%1.22%1.48%
REGL
ProShares S&P MidCap 400 Dividend Aristocrats ETF		2.15%2.32%2.28%2.40%2.32%2.50%2.41%1.96%2.09%1.63%1.20%1.66%

Frequently Asked Questions

REGL and IJR have a correlation of 0.79, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

IJR has higher volatility (4.96%) compared to REGL (3.57%). In terms of maximum drawdown, REGL dropped -36.37% vs IJR's -58.15%.

On 10-year performance, IJR leads with 11.30% vs 9.68% for REGL. On fees, IJR is cheaper at 0.06% per year. On volatility, REGL has been the lower-risk option at 3.57%. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 10-year period, IJR has performed better with a 11.30% return vs 9.68%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

IJR is cheaper with a 0.06% expense ratio, compared with 0.40% for REGL.

REGL has the higher dividend yield at 2.15%, compared with 1.15% for IJR.

REGL is categorized as Mid Cap Value Equities, while IJR is Small Cap Blend Equities. REGL tracks S&P MidCap 400 Dividend Aristocrats Index, while IJR tracks S&P SmallCap 600 Index. They also come from different issuers: ProShares and iShares. Their fees differ too: 0.40% for REGL and 0.06% for IJR.

IJR currently has the higher Sharpe Ratio (1.96 vs 1.04), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

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