PortfoliosLab logo
REGL vs. SMDY
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between REGL and SMDY is 0.73, 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.


-0.50.00.51.0
Correlation: 0.7

Performance

REGL vs. SMDY - 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 Syntax Stratified MidCap ETF (SMDY). The values are adjusted to include any dividend payments, if applicable.

40.00%45.00%50.00%55.00%60.00%65.00%NovemberDecember2025FebruaryMarchApril
47.44%
57.93%
REGL
SMDY

Key characteristics

Returns By Period


REGL

YTD

-2.17%

1M

-2.79%

6M

-1.64%

1Y

6.05%

5Y*

13.53%

10Y*

9.30%

SMDY

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

*Annualized

Compare stocks, funds, or ETFs

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


REGL vs. SMDY - Expense Ratio Comparison

REGL has a 0.40% expense ratio, which is higher than SMDY's 0.35% expense ratio.


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 SMDY: current value is 0.35%, compared with the broader market range of 0.00% to 2.12%.0.50%1.00%1.50%2.00%
SMDY: 0.35%

Risk-Adjusted Performance

REGL vs. SMDY — 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 4242
Overall Rank
The Sharpe Ratio Rank of REGL is 4242
Sharpe Ratio Rank
The Sortino Ratio Rank of REGL is 4343
Sortino Ratio Rank
The Omega Ratio Rank of REGL is 3939
Omega Ratio Rank
The Calmar Ratio Rank of REGL is 4646
Calmar Ratio Rank
The Martin Ratio Rank of REGL is 3939
Martin Ratio Rank

SMDY
The Risk-Adjusted Performance Rank of SMDY is 3131
Overall Rank
The Sharpe Ratio Rank of SMDY is 2727
Sharpe Ratio Rank
The Sortino Ratio Rank of SMDY is 2626
Sortino Ratio Rank
The Omega Ratio Rank of SMDY is 2424
Omega Ratio Rank
The Calmar Ratio Rank of SMDY is 4444
Calmar Ratio Rank
The Martin Ratio Rank of SMDY is 3636
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. SMDY - 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 Syntax Stratified MidCap ETF (SMDY). 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 0.31, compared to the broader market-1.000.001.002.003.004.00
REGL: 0.31
SMDY: 0.76
The chart of Sortino ratio for REGL, currently valued at 0.57, compared to the broader market-2.000.002.004.006.008.00
REGL: 0.57
SMDY: 1.14
The chart of Omega ratio for REGL, currently valued at 1.07, compared to the broader market0.501.001.502.002.50
REGL: 1.07
SMDY: 1.21
The chart of Calmar ratio for REGL, currently valued at 0.31, compared to the broader market0.002.004.006.008.0010.0012.00
REGL: 0.31
SMDY: 1.01
The chart of Martin ratio for REGL, currently valued at 0.94, compared to the broader market0.0020.0040.0060.00
REGL: 0.94
SMDY: 4.11


Rolling 12-month Sharpe Ratio0.000.501.001.502.00NovemberDecember2025FebruaryMarchApril
0.31
0.76
REGL
SMDY

Dividends

REGL vs. SMDY - Dividend Comparison

REGL's dividend yield for the trailing twelve months is around 2.61%, while SMDY has not paid dividends to shareholders.


TTM2024202320222021202020192018201720162015
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%
SMDY
Syntax Stratified MidCap ETF
0.89%0.89%1.07%1.02%2.30%0.88%0.00%0.00%0.00%0.00%0.00%

Drawdowns

REGL vs. SMDY - Drawdown Comparison


-15.00%-10.00%-5.00%0.00%NovemberDecember2025FebruaryMarchApril
-10.46%
-0.45%
REGL
SMDY

Volatility

REGL vs. SMDY - Volatility Comparison

ProShares S&P MidCap 400 Dividend Aristocrats ETF (REGL) has a higher volatility of 10.01% compared to Syntax Stratified MidCap ETF (SMDY) at 0.00%. This indicates that REGL's price experiences larger fluctuations and is considered to be riskier than SMDY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


0.00%2.00%4.00%6.00%8.00%10.00%NovemberDecember2025FebruaryMarchApril
10.01%
0
REGL
SMDY