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REGL vs AOM

Comparison between PROSHARES S&P MIDCAP 400 DIVIDEND ARISTOCRATS ETF (REGL, ETF) and ISHARES CORE 40/60 MODERATE ALLOCATION ETF (AOM, ETF).

5-Year PerformanceREGL has outperformed AOM, delivering a return of +6.2% compared to +4.5%

REGL vs AOM - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
REGL
$1.70B
AOM
$1.70B
Expense Ratio
REGL
0.40%
Winner
AOM
0.15%
Max Drawdown
REGL
36.37%
Winner
AOM
21.59%
Sharpe Ratio
REGL
0.62
Winner
AOM
1.28
5Y Beta
REGL
0.61
Winner
AOM
0.39
P/E Ratio
REGL
16.98
AOM
N/A
Forward P/E
REGL
14.99
AOM
N/A
PEG Ratio
REGL
0.17
AOM
N/A
5Y Dividends CAGR
REGL
6.02%
Winner
AOM
14.67%
5Y EPS CAGR
REGL
12.58%
AOM
N/A
Debt to Equity
REGL
51.81%
AOM
N/A
P/S Ratio
REGL
1.57
AOM
N/A
P/B Ratio
REGL
2.04
AOM
N/A

REGL vs AOM - Historical Returns

Returns include dividend reinvestment.

1M
REGL
-1.61%
Winner
AOM
+0.39%
3M
REGL
-1.70%
Winner
AOM
+2.47%
6M
Winner
REGL
+6.27%
AOM
+4.13%
1Y
REGL
+11.62%
Winner
AOM
+12.89%
5Y(CAGR)
Winner
REGL
+6.16%
AOM
+4.55%
10Y(CAGR)
Winner
REGL
+9.18%
AOM
+6.09%
Max(CAGR)
Winner
REGL
+9.52%
AOM
+6.67%

REGL vs AOM - Annual Returns (2008 - 2026)

Returns include dividend reinvestment.

YearREGLAOM
2026+4.49%+3.50%
2025+7.70%+13.40%
2024+11.89%+8.57%
2023+5.28%+11.84%
2022-0.20%-14.50%
2021+21.71%+7.13%
2020+7.86%+9.61%
2019+19.60%+15.48%
2018-3.28%-4.21%
2017+9.97%+11.47%
2016+32.07%+6.20%
2015-0.35%-1.18%
2014N/A+5.12%
2013N/A+8.94%
2012N/A+7.99%
2011N/A+1.82%
2010N/A+7.03%
2009N/A+12.74%
2008N/A+7.29%

REGL vs AOM Drawdown Comparison

The maximum drawdown for REGL was -36.37%, occurring on Mar 23, 2020. Recovery took 188 trading sessions.

The maximum drawdown for AOM was -19.96%, occurring on Oct 14, 2022. Recovery took 656 trading sessions.

The current REGL drawdown is -4.76%. The current AOM drawdown is -1.64%.

RankREGLAOM
#1-36.37%
Feb 13, 2020 - Nov 10, 2020
-19.96%
Nov 5, 2021 - Jun 18, 2024
#2-16.97%
Nov 25, 2024 - Jan 6, 2026
-16.90%
Feb 14, 2020 - Jul 15, 2020
#3-15.24%
Feb 2, 2023 - Mar 4, 2024
-15.69%
Jan 5, 2009 - Jul 23, 2009
#4-14.53%
Sep 14, 2018 - Apr 11, 2019
-10.27%
Nov 24, 2008 - Dec 8, 2008
#5-13.53%
Aug 16, 2022 - Nov 22, 2022
-8.42%
Nov 19, 2008 - Nov 24, 2008
#6-11.71%
Jan 4, 2022 - Aug 12, 2022
-8.06%
Jan 26, 2018 - Mar 29, 2019
#7-11.51%
Nov 3, 2015 - Mar 4, 2016
-7.85%
Apr 27, 2015 - Jun 8, 2016
#8-9.67%
Feb 20, 2026 - Mar 20, 2026
-7.34%
Jul 22, 2011 - Jan 27, 2012
#9-9.29%
Apr 9, 2015 - Nov 2, 2015
-6.54%
Feb 14, 2025 - May 13, 2025
#10-9.16%
Jan 26, 2018 - Jul 6, 2018
-5.81%
Apr 15, 2010 - Sep 20, 2010
#11-8.98%
May 7, 2021 - Nov 23, 2021
-5.27%
May 21, 2013 - Sep 18, 2013
#12-7.02%
Mar 28, 2024 - Jul 16, 2024
-5.11%
Feb 25, 2026 - Apr 17, 2026
#13-6.82%
May 3, 2019 - Jul 26, 2019
-4.29%
Jan 14, 2010 - Mar 16, 2010
#14-6.76%
Sep 2, 2016 - Nov 14, 2016
-4.27%
Apr 2, 2012 - Aug 6, 2012
#15-6.50%
Nov 23, 2021 - Dec 28, 2021
-4.07%
Dec 10, 2008 - Dec 30, 2008

Correlation

Correlation between REGL and AOM is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.

0.96
-101

Dividend Comparison (2008 - 2026)

REGL vs AOM dividend yield comparison.

YearREGLAOM
20260.58%0.63%
20252.32%2.98%
20242.28%3.10%
20232.40%2.79%
20222.32%2.27%
20212.50%1.56%
20202.41%2.02%
20191.96%2.66%
20182.09%2.53%
20171.63%3.31%
20161.20%2.14%
20151.66%1.98%
20140.00%2.08%
20130.00%1.87%
20120.00%2.11%
20110.00%2.33%
20100.00%1.72%
20090.00%2.01%
20080.00%0.58%

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