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REGL vs. VOO
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

REGL vs. VOO - 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 Vanguard S&P 500 ETF (VOO). The values are adjusted to include any dividend payments, if applicable.

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REGL vs. VOO - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
REGL
ProShares S&P MidCap 400 Dividend Aristocrats ETF
3.22%6.89%12.26%5.41%-0.62%20.38%7.50%18.79%-3.25%10.17%
VOO
Vanguard S&P 500 ETF
-4.42%17.82%24.98%26.32%-18.17%28.79%18.32%31.37%-4.50%21.77%

Returns By Period

In the year-to-date period, REGL achieves a 3.22% return, which is significantly higher than VOO's -4.42% return. Over the past 10 years, REGL has underperformed VOO with an annualized return of 9.51%, while VOO has yielded a comparatively higher 14.05% annualized return.


REGL

1D
1.37%
1M
-5.30%
YTD
3.22%
6M
2.59%
1Y
9.63%
3Y*
9.51%
5Y*
6.82%
10Y*
9.51%

VOO

1D
2.86%
1M
-5.01%
YTD
-4.42%
6M
-1.84%
1Y
17.67%
3Y*
18.27%
5Y*
11.75%
10Y*
14.05%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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REGL vs. VOO - Expense Ratio Comparison

REGL has a 0.40% expense ratio, which is higher than VOO's 0.03% expense ratio.


Return for Risk

REGL vs. VOO — Risk / Return Rank

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

REGL
REGL Risk / Return Rank: 3535
Overall Rank
REGL Sharpe Ratio Rank: 3434
Sharpe Ratio Rank
REGL Sortino Ratio Rank: 3535
Sortino Ratio Rank
REGL Omega Ratio Rank: 3131
Omega Ratio Rank
REGL Calmar Ratio Rank: 3939
Calmar Ratio Rank
REGL Martin Ratio Rank: 3737
Martin Ratio Rank

VOO
VOO Risk / Return Rank: 6565
Overall Rank
VOO Sharpe Ratio Rank: 5959
Sharpe Ratio Rank
VOO Sortino Ratio Rank: 6262
Sortino Ratio Rank
VOO Omega Ratio Rank: 6666
Omega Ratio Rank
VOO Calmar Ratio Rank: 6565
Calmar Ratio Rank
VOO Martin Ratio Rank: 7575
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

REGL vs. VOO - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for ProShares S&P MidCap 400 Dividend Aristocrats ETF (REGL) and Vanguard S&P 500 ETF (VOO). 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.


REGLVOODifference

Sharpe ratio

Return per unit of total volatility

0.60

0.98

-0.39

Sortino ratio

Return per unit of downside risk

0.97

1.50

-0.52

Omega ratio

Gain probability vs. loss probability

1.12

1.23

-0.10

Calmar ratio

Return relative to maximum drawdown

0.94

1.53

-0.60

Martin ratio

Return relative to average drawdown

3.29

7.29

-4.00

REGL vs. VOO - Sharpe Ratio Comparison

The current REGL Sharpe Ratio is 0.60, which is lower than the VOO Sharpe Ratio of 0.98. The chart below compares the historical Sharpe Ratios of REGL and VOO, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


REGLVOODifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.60

0.98

-0.39

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.43

0.70

-0.28

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.52

0.78

-0.26

Sharpe Ratio (All Time)

Calculated using the full available price history

0.53

0.83

-0.30

Correlation

The correlation between REGL and VOO is 0.71, 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.


Dividends

REGL vs. VOO - Dividend Comparison

REGL's dividend yield for the trailing twelve months is around 2.25%, more than VOO's 1.19% yield.


TTM20252024202320222021202020192018201720162015
REGL
ProShares S&P MidCap 400 Dividend Aristocrats ETF
2.25%2.32%2.28%2.40%2.32%2.50%2.41%1.96%2.09%1.63%1.20%1.66%
VOO
Vanguard S&P 500 ETF
1.19%1.13%1.24%1.46%1.69%1.25%1.54%1.88%2.06%1.78%2.02%2.10%

Drawdowns

REGL vs. VOO - Drawdown Comparison

The maximum REGL drawdown since its inception was -36.37%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for REGL and VOO.


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Drawdown Indicators


REGLVOODifference

Max Drawdown

Largest peak-to-trough decline

-36.37%

-33.99%

-2.38%

Max Drawdown (1Y)

Largest decline over 1 year

-10.94%

-11.98%

+1.04%

Max Drawdown (5Y)

Largest decline over 5 years

-16.96%

-24.52%

+7.56%

Max Drawdown (10Y)

Largest decline over 10 years

-36.37%

-33.99%

-2.38%

Current Drawdown

Current decline from peak

-6.51%

-6.29%

-0.22%

Average Drawdown

Average peak-to-trough decline

-4.09%

-3.72%

-0.37%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.11%

2.52%

+0.59%

Volatility

REGL vs. VOO - Volatility Comparison

The current volatility for ProShares S&P MidCap 400 Dividend Aristocrats ETF (REGL) is 4.35%, while Vanguard S&P 500 ETF (VOO) has a volatility of 5.29%. This indicates that REGL experiences smaller price fluctuations and is considered to be less risky than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


REGLVOODifference

Volatility (1M)

Calculated over the trailing 1-month period

4.35%

5.29%

-0.94%

Volatility (6M)

Calculated over the trailing 6-month period

9.21%

9.44%

-0.23%

Volatility (1Y)

Calculated over the trailing 1-year period

16.27%

18.10%

-1.83%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

16.11%

16.82%

-0.71%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

18.31%

17.99%

+0.32%