REGL vs. SMDY
Compare and contrast key facts about ProShares S&P MidCap 400 Dividend Aristocrats ETF (REGL) and Syntax Stratified MidCap ETF (SMDY).
REGL and SMDY 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. SMDY is a passively managed fund by Syntax Advisors that tracks the performance of the Syntax Stratified MidCap Index. It was launched on Jan 1, 2015. Both REGL and SMDY 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 SMDY.
Performance
REGL vs. SMDY - Performance Comparison
Returns By Period
REGL
16.84%
1.24%
10.06%
25.99%
10.38%
N/A
SMDY
N/A
N/A
N/A
N/A
N/A
N/A
Key characteristics
| REGL | SMDY |
|---|
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REGL vs. SMDY - Expense Ratio Comparison
REGL has a 0.40% expense ratio, which is higher than SMDY's 0.35% expense ratio.
Correlation
The correlation between REGL and SMDY is 0.87, 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. 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.
Dividends
REGL vs. SMDY - Dividend Comparison
REGL's dividend yield for the trailing twelve months is around 2.22%, while SMDY has not paid dividends to shareholders.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|
REGL ProShares S&P MidCap 400 Dividend Aristocrats ETF | 2.22% | 2.40% | 2.32% | 2.50% | 2.41% | 1.96% | 2.09% | 1.63% | 1.20% | 1.66% |
SMDY Syntax Stratified MidCap ETF | 1.44% | 1.07% | 1.02% | 2.30% | 0.88% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
REGL vs. SMDY - Drawdown Comparison
Volatility
REGL vs. SMDY - Volatility Comparison
ProShares S&P MidCap 400 Dividend Aristocrats ETF (REGL) has a higher volatility of 5.44% 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.