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REGL vs. SMDV
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between REGL and SMDV is 0.65, 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.


-0.50.00.51.0
Correlation: 0.7

Performance

REGL vs. SMDV - 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 ProShares Russell 2000 Dividend Growers ETF (SMDV). The values are adjusted to include any dividend payments, if applicable.

80.00%100.00%120.00%140.00%160.00%180.00%NovemberDecember2025FebruaryMarchApril
145.37%
97.19%
REGL
SMDV

Key characteristics

Sharpe Ratio

REGL:

0.40

SMDV:

0.32

Sortino Ratio

REGL:

0.70

SMDV:

0.62

Omega Ratio

REGL:

1.09

SMDV:

1.07

Calmar Ratio

REGL:

0.40

SMDV:

0.31

Martin Ratio

REGL:

1.22

SMDV:

0.87

Ulcer Index

REGL:

5.63%

SMDV:

7.58%

Daily Std Dev

REGL:

17.25%

SMDV:

20.65%

Max Drawdown

REGL:

-36.37%

SMDV:

-34.12%

Current Drawdown

REGL:

-9.85%

SMDV:

-15.37%

Returns By Period

In the year-to-date period, REGL achieves a -1.50% return, which is significantly higher than SMDV's -5.85% return. Over the past 10 years, REGL has outperformed SMDV with an annualized return of 9.39%, while SMDV has yielded a comparatively lower 7.00% annualized return.


REGL

YTD

-1.50%

1M

-1.83%

6M

-1.89%

1Y

5.73%

5Y*

13.70%

10Y*

9.39%

SMDV

YTD

-5.85%

1M

-4.22%

6M

-6.40%

1Y

5.30%

5Y*

9.44%

10Y*

7.00%

*Annualized

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REGL vs. SMDV - Expense Ratio Comparison

Both REGL and SMDV have an expense ratio of 0.40%.


Expense ratio chart for REGL: current value is 0.40%, compared with the broader market range of 0.00% to 2.12%.0.50%1.00%1.50%2.00%
REGL: 0.40%
Expense ratio chart for SMDV: current value is 0.40%, compared with the broader market range of 0.00% to 2.12%.0.50%1.00%1.50%2.00%
SMDV: 0.40%

Risk-Adjusted Performance

REGL vs. SMDV — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

REGL
The Risk-Adjusted Performance Rank of REGL is 5151
Overall Rank
The Sharpe Ratio Rank of REGL is 5252
Sharpe Ratio Rank
The Sortino Ratio Rank of REGL is 5353
Sortino Ratio Rank
The Omega Ratio Rank of REGL is 4949
Omega Ratio Rank
The Calmar Ratio Rank of REGL is 5656
Calmar Ratio Rank
The Martin Ratio Rank of REGL is 4848
Martin Ratio Rank

SMDV
The Risk-Adjusted Performance Rank of SMDV is 4646
Overall Rank
The Sharpe Ratio Rank of SMDV is 4646
Sharpe Ratio Rank
The Sortino Ratio Rank of SMDV is 4949
Sortino Ratio Rank
The Omega Ratio Rank of SMDV is 4444
Omega Ratio Rank
The Calmar Ratio Rank of SMDV is 4949
Calmar Ratio Rank
The Martin Ratio Rank of SMDV is 4141
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

REGL vs. SMDV - 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 ProShares Russell 2000 Dividend Growers ETF (SMDV). 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.


The chart of Sharpe ratio for REGL, currently valued at 0.40, compared to the broader market-1.000.001.002.003.004.00
REGL: 0.40
SMDV: 0.32
The chart of Sortino ratio for REGL, currently valued at 0.70, compared to the broader market-2.000.002.004.006.008.00
REGL: 0.70
SMDV: 0.62
The chart of Omega ratio for REGL, currently valued at 1.09, compared to the broader market0.501.001.502.00
REGL: 1.09
SMDV: 1.07
The chart of Calmar ratio for REGL, currently valued at 0.40, compared to the broader market0.002.004.006.008.0010.0012.00
REGL: 0.40
SMDV: 0.31
The chart of Martin ratio for REGL, currently valued at 1.22, compared to the broader market0.0020.0040.0060.00
REGL: 1.22
SMDV: 0.87

The current REGL Sharpe Ratio is 0.40, which is comparable to the SMDV Sharpe Ratio of 0.32. The chart below compares the historical Sharpe Ratios of REGL and SMDV, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio0.000.501.001.502.00NovemberDecember2025FebruaryMarchApril
0.40
0.32
REGL
SMDV

Dividends

REGL vs. SMDV - Dividend Comparison

REGL's dividend yield for the trailing twelve months is around 2.59%, less than SMDV's 2.99% yield.


TTM2024202320222021202020192018201720162015
REGL
ProShares S&P MidCap 400 Dividend Aristocrats ETF
2.59%2.28%2.40%2.32%2.50%2.41%1.96%2.09%1.63%1.20%1.66%
SMDV
ProShares Russell 2000 Dividend Growers ETF
2.99%2.68%2.69%2.51%2.03%2.12%2.03%1.97%1.84%1.08%1.47%

Drawdowns

REGL vs. SMDV - Drawdown Comparison

The maximum REGL drawdown since its inception was -36.37%, which is greater than SMDV's maximum drawdown of -34.12%. Use the drawdown chart below to compare losses from any high point for REGL and SMDV. For additional features, visit the drawdowns tool.


-20.00%-15.00%-10.00%-5.00%0.00%NovemberDecember2025FebruaryMarchApril
-9.85%
-15.37%
REGL
SMDV

Volatility

REGL vs. SMDV - Volatility Comparison

ProShares S&P MidCap 400 Dividend Aristocrats ETF (REGL) and ProShares Russell 2000 Dividend Growers ETF (SMDV) have volatilities of 10.00% and 9.61%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.


4.00%6.00%8.00%10.00%NovemberDecember2025FebruaryMarchApril
10.00%
9.61%
REGL
SMDV