REGL vs. SMDV
Compare and contrast key facts about ProShares S&P MidCap 400 Dividend Aristocrats ETF (REGL) and ProShares Russell 2000 Dividend Growers ETF (SMDV).
REGL and SMDV 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. SMDV is a passively managed fund by ProShares that tracks the performance of the Russell 2000 Dividend Growth Index. It was launched on Feb 5, 2015. Both REGL and SMDV 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 SMDV.
Performance
REGL vs. SMDV - Performance Comparison
Returns By Period
In the year-to-date period, REGL achieves a 19.03% return, which is significantly higher than SMDV's 15.65% return.
REGL
19.03%
5.14%
15.63%
28.23%
10.72%
N/A
SMDV
15.65%
7.47%
18.38%
30.08%
6.90%
N/A
Key characteristics
| REGL | SMDV | |
|---|---|---|
| Sharpe Ratio | 2.04 | 1.49 |
| Sortino Ratio | 3.00 | 2.26 |
| Omega Ratio | 1.36 | 1.27 |
| Calmar Ratio | 3.35 | 2.59 |
| Martin Ratio | 10.40 | 6.24 |
| Ulcer Index | 2.79% | 4.90% |
| Daily Std Dev | 14.23% | 20.54% |
| Max Drawdown | -36.37% | -34.12% |
| Current Drawdown | 0.00% | -1.51% |
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REGL vs. SMDV - Expense Ratio Comparison
Both REGL and SMDV have an expense ratio of 0.40%.
Correlation
The correlation between REGL and SMDV is 0.89, 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.
Risk-Adjusted Performance
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.
Dividends
REGL vs. SMDV - Dividend Comparison
REGL's dividend yield for the trailing twelve months is around 2.18%, less than SMDV's 2.60% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|
REGL ProShares S&P MidCap 400 Dividend Aristocrats ETF | 2.18% | 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 | 2.60% | 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.
Volatility
REGL vs. SMDV - Volatility Comparison
The current volatility for ProShares S&P MidCap 400 Dividend Aristocrats ETF (REGL) is 5.50%, while ProShares Russell 2000 Dividend Growers ETF (SMDV) has a volatility of 8.39%. This indicates that REGL experiences smaller price fluctuations and is considered to be less risky than SMDV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.