REGL vs DFAR
Comparison between PROSHARES S&P MIDCAP 400 DIVIDEND ARISTOCRATS ETF (REGL, ETF) and DIMENSIONAL US REAL ESTATE ETF (DFAR, ETF).
5-Year PerformanceREGL has outperformed DFAR, delivering a return of +7.9% compared to +3.2%
REGL vs DFAR - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
REGL
$1.80B
DFAR
$1.80B
Expense Ratio
REGL
0.40%
Winner
DFAR
0.19%
Max Drawdown
REGL
36.37%
Winner
DFAR
34.66%
Sharpe Ratio
REGL
0.56
Winner
DFAR
0.66
5Y Beta
REGL
0.58
Winner
DFAR
0.44
P/E Ratio
Winner
REGL
17.47
DFAR
37.11
Forward P/E
Winner
REGL
14.81
DFAR
32.30
PEG Ratio
REGL
0.27
DFAR
N/A
5Y Dividends CAGR
REGL
4.51%
DFAR
N/A
5Y EPS CAGR
Winner
REGL
12.41%
DFAR
10.51%
Debt to Equity
REGL
52.89%
Winner
DFAR
48.64%
P/S Ratio
Winner
REGL
1.68
DFAR
7.33
P/B Ratio
Winner
REGL
2.14
DFAR
2.71
REGL vs DFAR - Holdings Comparison
REGL and DFAR have 5 common holdings. Overlap is 3.61%
REGL's top 25 holdings weight is 41.32%. DFAR's top 25 holdings weight is 72.82%.
| Rank | REGL | DFAR |
|---|---|---|
| #1 | ROYAL GOLD INC (RGLD) - 2.03% | WELLTOWER INC (WELL) - 7.91% |
| #2 | AVIENT CORP (AVNT) - 1.82% | PROLOGIS INC (PLD) - 6.90% |
| #3 | SEI INVESTMENTS CO (SEIC) - 1.72% | EQUINIX INC (EQIX) - 5.41% |
| #4 | LINCOLN ELECTRIC HOLDINGS INC (LECO) - 1.72% | AMERICAN TOWER CORP (AMT) - 4.65% |
| #5 | CARLISLE COMPANIES INC (CSL) - 1.69% | DIGITAL REALTY TRUST INC (DLR) - 4.56% |
| #6 | RLI CORP (RLI) - 1.68% | SIMON PROPERTY GROUP INC (SPG) - 4.54% |
| #7 | SERVICE CORP INTERNATIONAL (SCI) - 1.67% | REALTY INCOME CORP (O) - 4.45% |
| #8 | LITHIA MOTORS INC CLASS A (LAD) - 1.67% | PUBLIC STORAGE (PSA) - 4.09% |
| #9 | MSA SAFETY INC (MSA) - 1.67% | AVALONBAY COMMUNITIES INC (VMRK) - 3.82% |
| #10 | CHEMED CORP (CHE) - 1.65% | VENTAS INC (VTR) - 3.64% |
| #11 | CHURCHILL DOWNS INC (CHDN) - 1.65% | IRON MOUNTAIN INC (IRM) - 2.71% |
| #12 | THE MARZETTI CO (MZTI) - 1.65% | CROWN CASTLE INC (CCI) - 2.48% |
| #13 | THE HANOVER INSURANCE GROUP INC (THG) - 1.63% | EXTRA SPACE STORAGE INC (EXR) - 2.32% |
| #14 | GRACO INC (GGG) - 1.63% | VICI PROPERTIES INC ORDINARY SHARES (VICI) - 2.14% |
| #15 | ENSIGN GROUP INC (ENSG) - 1.62% | SBA COMMUNICATIONS CORP CLASS A (SBAC) - 1.47% |
| #16 | THE TORO CO (TTC) - 1.60% | ESSEX PROPERTY TRUST INC (ESS) - 1.40% |
| #17 | SONOCO PRODUCTS CO (SON) - 1.60% | INVITATION HOMES INC (INVH) - 1.25% |
| #18 | APTARGROUP INC (ATR) - 1.59% | W.P. CAREY INC (WPC) - 1.24% |
| #19 | FIRST AMERICAN FINANCIAL CORP (FAF) - 1.59% | KIMCO REALTY CORP (KIM) - 1.21% |
| #20 | REINSURANCE GROUP OF AMERICA INC (RGA) - 1.59% | HOST HOTELS & RESORTS INC (HST) - 1.19% |
| #21 | ESSENTIAL UTILITIES INC (WTRG) - 1.58% | SUN COMMUNITIES INC (SUI) - 1.15% |
| #22 | DONALDSON CO INC (DCI) - 1.57% | HEALTHPEAK PROPERTIES INC (DOC) - 1.14% |
| #23 | RENAISSANCERE HOLDINGS LTD (RNR) - 1.57% | MID-AMERICA APARTMENT COMMUNITIES INC (MAA) - 1.09% |
| #24 | INGREDION INC (INGR) - 1.57% | OMEGA HEALTHCARE INVESTORS INC (OHI) - 1.07% |
| #25 | THOR INDUSTRIES INC (THO) - 1.56% | LAMAR ADVERTISING CO CLASS A (LAMR) - 0.99% |
| Total Holdings | 66 | 120 |
REGL vs DFAR - Historical Returns
Returns include dividend reinvestment.
1M
Winner
REGL
-2.52%
DFAR
-3.22%
3M
Winner
REGL
+6.79%
DFAR
+0.26%
6M
REGL
+2.97%
Winner
DFAR
+3.03%
1Y
REGL
+10.53%
Winner
DFAR
+12.49%
5Y(CAGR)
Winner
REGL
+7.85%
DFAR
+3.21%
10Y(CAGR)
REGL
+9.34%
DFAR
N/A
Max(CAGR)
Winner
REGL
+9.87%
DFAR
+3.21%
REGL vs DFAR - Annual Returns (2015 - 2026)
Returns include dividend reinvestment.
| Year | REGL | DFAR |
|---|---|---|
| 2026 | +10.98% | +13.49% |
| 2025 | +7.70% | +2.24% |
| 2024 | +11.89% | +4.24% |
| 2023 | +5.28% | +11.20% |
| 2022 | -0.20% | -14.29% |
| 2021 | +21.71% | N/A |
| 2020 | +7.86% | N/A |
| 2019 | +19.60% | N/A |
| 2018 | -3.28% | N/A |
| 2017 | +9.97% | N/A |
| 2016 | +32.07% | N/A |
| 2015 | -0.35% | N/A |
REGL vs DFAR Drawdown Comparison
The maximum drawdown for REGL was -36.37%, occurring on Mar 23, 2020. Recovery took 188 trading sessions.
The maximum drawdown for DFAR was -32.25%, occurring on Oct 25, 2023. Recovery took 1000 trading sessions.
The current REGL drawdown is -2.92%. The current DFAR drawdown is -5.66%.
| Rank | REGL | DFAR |
|---|---|---|
| #1 | -36.37% Feb 13, 2020 - Nov 10, 2020 | -32.25% Apr 20, 2022 - Apr 16, 2026 |
| #2 | -16.97% Nov 25, 2024 - Jan 6, 2026 | -5.69% Jul 24, 2026 - Sep 2, 2026 |
| #3 | -15.24% Feb 2, 2023 - Mar 4, 2024 | -3.26% Jun 12, 2026 - Jun 26, 2026 |
| #4 | -14.53% Sep 14, 2018 - Apr 11, 2019 | -3.24% May 26, 2026 - Jun 9, 2026 |
| #5 | -13.53% Aug 16, 2022 - Nov 22, 2022 | -2.71% Apr 20, 2026 - May 6, 2026 |
| #6 | -11.71% Jan 4, 2022 - Aug 12, 2022 | -2.69% May 6, 2026 - May 20, 2026 |
| #7 | -11.51% Nov 3, 2015 - Mar 4, 2016 | -2.33% Mar 4, 2022 - Mar 17, 2022 |
| #8 | -9.67% Feb 20, 2026 - Jun 26, 2026 | -2.17% Jun 26, 2026 - Jul 16, 2026 |
| #9 | -9.29% Apr 9, 2015 - Nov 2, 2015 | -2.14% Apr 6, 2022 - Apr 20, 2022 |
| #10 | -9.16% Jan 26, 2018 - Jul 6, 2018 | -2.01% Feb 25, 2022 - Mar 3, 2022 |
| #11 | -8.98% May 7, 2021 - Nov 23, 2021 | -1.70% Mar 29, 2022 - Apr 1, 2022 |
| #12 | -7.02% Mar 28, 2024 - Jul 16, 2024 | -1.49% Mar 18, 2022 - Mar 25, 2022 |
| #13 | -6.82% May 3, 2019 - Jul 26, 2019 | -1.03% Jul 17, 2026 - Jul 24, 2026 |
| #14 | -6.76% Sep 2, 2016 - Nov 14, 2016 | -1.00% Apr 1, 2022 - Apr 6, 2022 |
| #15 | -6.50% Nov 23, 2021 - Dec 28, 2021 | N/A |
Correlation
Correlation between REGL and DFAR is 0.85 which considered as a strong positive correlation - the stocks tend to move together.
0.85
-101
Dividend Comparison (2015 - 2026)
REGL vs DFAR dividend yield comparison.
| Year | REGL | DFAR |
|---|---|---|
| 2026 | 1.05% | 0.71% |
| 2025 | 2.32% | 2.97% |
| 2024 | 2.28% | 2.89% |
| 2023 | 2.40% | 3.06% |
| 2022 | 2.32% | 1.69% |
| 2021 | 2.50% | 0.00% |
| 2020 | 2.41% | 0.00% |
| 2019 | 1.96% | 0.00% |
| 2018 | 2.09% | 0.00% |
| 2017 | 1.63% | 0.00% |
| 2016 | 1.20% | 0.00% |
| 2015 | 1.66% | 0.00% |
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