REGL vs. SDVY
Compare and contrast key facts about ProShares S&P MidCap 400 Dividend Aristocrats ETF (REGL) and First Trust SMID Cap Rising Dividend Achievers ETF (SDVY).
REGL and SDVY are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. 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. SDVY is a passively managed fund by First Trust that tracks the performance of the NASDAQ US Small Mid Cap Rising Dividend Achievers™ Index. It was launched on Nov 1, 2017. Both REGL and SDVY are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: REGL or SDVY.
Correlation
The correlation between REGL and SDVY is 0.70, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
REGL vs. SDVY - Performance Comparison
Key characteristics
REGL:
0.31
SDVY:
-0.05
REGL:
0.57
SDVY:
0.09
REGL:
1.07
SDVY:
1.01
REGL:
0.31
SDVY:
-0.05
REGL:
0.94
SDVY:
-0.14
REGL:
5.67%
SDVY:
8.85%
REGL:
17.26%
SDVY:
23.23%
REGL:
-36.37%
SDVY:
-44.70%
REGL:
-10.46%
SDVY:
-18.85%
Returns By Period
In the year-to-date period, REGL achieves a -2.17% return, which is significantly higher than SDVY's -9.15% return.
REGL
-2.17%
-2.79%
-1.64%
6.05%
13.53%
9.30%
SDVY
-9.15%
-5.10%
-8.84%
-0.84%
18.83%
N/A
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REGL vs. SDVY - Expense Ratio Comparison
REGL has a 0.40% expense ratio, which is lower than SDVY's 0.60% expense ratio.
Risk-Adjusted Performance
REGL vs. SDVY — Risk-Adjusted Performance Rank
REGL
SDVY
REGL vs. SDVY - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for ProShares S&P MidCap 400 Dividend Aristocrats ETF (REGL) and First Trust SMID Cap Rising Dividend Achievers ETF (SDVY). 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.
Dividends
REGL vs. SDVY - Dividend Comparison
REGL's dividend yield for the trailing twelve months is around 2.61%, more than SDVY's 1.94% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
REGL ProShares S&P MidCap 400 Dividend Aristocrats ETF | 2.61% | 2.28% | 2.40% | 2.32% | 2.50% | 2.41% | 1.96% | 2.09% | 1.63% | 1.20% | 1.66% |
SDVY First Trust SMID Cap Rising Dividend Achievers ETF | 1.94% | 1.60% | 1.90% | 2.28% | 1.09% | 1.48% | 1.70% | 1.57% | 0.29% | 0.00% | 0.00% |
Drawdowns
REGL vs. SDVY - Drawdown Comparison
The maximum REGL drawdown since its inception was -36.37%, smaller than the maximum SDVY drawdown of -44.70%. Use the drawdown chart below to compare losses from any high point for REGL and SDVY. For additional features, visit the drawdowns tool.
Volatility
REGL vs. SDVY - Volatility Comparison
The current volatility for ProShares S&P MidCap 400 Dividend Aristocrats ETF (REGL) is 10.01%, while First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) has a volatility of 13.83%. This indicates that REGL experiences smaller price fluctuations and is considered to be less risky than SDVY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.