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REGL vs BDJ

Comparison between PROSHARES S&P MIDCAP 400 DIVIDEND ARISTOCRATS ETF (REGL, ETF) and BlackRock Enhanced Equity Dividend Trust (BDJ, ETF).

5-Year PerformanceBDJ has outperformed REGL, delivering a return of +6.6% compared to +6.2%

REGL vs BDJ - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
REGL
$1.70B
Winner
BDJ
$1.80B
Expense Ratio
REGL
0.40%
BDJ
N/A
Max Drawdown
Winner
REGL
36.37%
BDJ
67.29%
Sharpe Ratio
REGL
0.62
Winner
BDJ
1.09
5Y Beta
Winner
REGL
0.61
BDJ
0.67
P/E Ratio
REGL
16.98
BDJ
N/A
Forward P/E
REGL
14.99
BDJ
N/A
PEG Ratio
REGL
0.17
BDJ
N/A
5Y Dividends CAGR
REGL
6.02%
Winner
BDJ
8.87%
5Y EPS CAGR
REGL
12.58%
BDJ
N/A
Debt to Equity
REGL
51.81%
BDJ
N/A
P/S Ratio
REGL
1.57
BDJ
N/A
P/B Ratio
REGL
2.04
BDJ
N/A

REGL vs BDJ - Historical Returns

Returns include dividend reinvestment.

1M
REGL
-1.61%
Winner
BDJ
+0.36%
3M
REGL
-1.70%
Winner
BDJ
-0.73%
6M
Winner
REGL
+6.27%
BDJ
+5.14%
1Y
REGL
+11.62%
Winner
BDJ
+17.98%
5Y(CAGR)
REGL
+6.16%
Winner
BDJ
+6.63%
10Y(CAGR)
REGL
+9.18%
Winner
BDJ
+9.99%
Max(CAGR)
Winner
REGL
+9.52%
BDJ
+6.50%

REGL vs BDJ - Annual Returns (2005 - 2026)

Returns include dividend reinvestment.

YearREGLBDJ
2026+4.49%+0.79%
2025+7.70%+25.92%
2024+11.89%+16.11%
2023+5.28%-6.20%
2022-0.20%+0.16%
2021+21.71%+27.16%
2020+7.86%-7.56%
2019+19.60%+35.36%
2018-3.28%-10.32%
2017+9.97%+20.33%
2016+32.07%+17.28%
2015-0.35%+0.64%
2014N/A+9.46%
2013N/A+16.64%
2012N/A+9.89%
2011N/A-11.57%
2010N/A+9.95%
2009N/A+15.40%
2008N/A-17.55%
2007N/A-18.38%
2006N/A+28.04%
2005N/A-12.89%

REGL vs BDJ Drawdown Comparison

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

The maximum drawdown for BDJ was -59.48%, occurring on Mar 9, 2009. Recovery took 1557 trading sessions.

The current REGL drawdown is -4.76%. The current BDJ drawdown is -3.70%.

RankREGLBDJ
#1-36.37%
Feb 13, 2020 - Nov 10, 2020
-59.48%
May 11, 2007 - Jul 18, 2013
#2-16.97%
Nov 25, 2024 - Jan 6, 2026
-48.16%
Dec 31, 2019 - Mar 9, 2021
#3-15.24%
Feb 2, 2023 - Mar 4, 2024
-22.47%
Sep 20, 2018 - Jul 24, 2019
#4-14.53%
Sep 14, 2018 - Apr 11, 2019
-21.40%
Feb 2, 2023 - Jul 10, 2024
#5-13.53%
Aug 16, 2022 - Nov 22, 2022
-18.36%
Jan 12, 2022 - Jan 12, 2023
#6-11.71%
Jan 4, 2022 - Aug 12, 2022
-17.83%
Sep 6, 2005 - Aug 2, 2006
#7-11.51%
Nov 3, 2015 - Mar 4, 2016
-16.25%
May 14, 2015 - May 24, 2016
#8-9.67%
Feb 20, 2026 - Mar 20, 2026
-14.38%
Feb 28, 2025 - Jun 25, 2025
#9-9.29%
Apr 9, 2015 - Nov 2, 2015
-12.27%
Feb 26, 2026 - Mar 30, 2026
#10-9.16%
Jan 26, 2018 - Jul 6, 2018
-10.42%
Jan 26, 2018 - Jul 31, 2018
#11-8.98%
May 7, 2021 - Nov 23, 2021
-9.75%
Nov 18, 2024 - Feb 5, 2025
#12-7.02%
Mar 28, 2024 - Jul 16, 2024
-9.11%
Jun 11, 2021 - Jan 12, 2022
#13-6.82%
May 3, 2019 - Jul 26, 2019
-7.94%
Jul 23, 2014 - Oct 28, 2014
#14-6.76%
Sep 2, 2016 - Nov 14, 2016
-7.06%
Aug 17, 2016 - Nov 16, 2016
#15-6.50%
Nov 23, 2021 - Dec 28, 2021
-5.63%
Jul 31, 2024 - Aug 23, 2024

Correlation

Correlation between REGL and BDJ is 0.99 which considered as a very strong positive correlation - the stocks move almost identically together.

0.99
-101

Dividend Comparison (2005 - 2026)

REGL vs BDJ dividend yield comparison.

YearREGLBDJ
20260.58%3.38%
20252.32%9.03%
20242.28%8.21%
20232.40%9.49%
20222.32%12.18%
20212.50%5.95%
20202.41%7.08%
20191.96%6.66%
20182.09%7.21%
20171.63%6.07%
20161.20%6.88%
20151.66%7.36%
20140.00%6.90%
20130.00%7.05%
20120.00%9.05%
20110.00%10.68%
20100.00%11.26%
20090.00%12.51%
20080.00%13.44%
20070.00%9.88%
20060.00%8.67%
20050.00%2.39%

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