REGL vs IYE
Comparison between PROSHARES S&P MIDCAP 400 DIVIDEND ARISTOCRATS ETF (REGL, ETF) and ISHARES U.S. ENERGY ETF (IYE, ETF).
5-Year PerformanceIYE has outperformed REGL, delivering a return of +19.1% compared to +6.3%
REGL vs IYE - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
REGL
$1.70B
IYE
$1.70B
Expense Ratio
REGL
0.40%
Winner
IYE
0.38%
Max Drawdown
Winner
REGL
36.37%
IYE
78.21%
Sharpe Ratio
REGL
0.88
Winner
IYE
1.70
5Y Beta
REGL
0.62
Winner
IYE
0.59
P/E Ratio
Winner
REGL
17.74
IYE
20.91
Forward P/E
REGL
15.51
Winner
IYE
14.94
PEG Ratio
Winner
REGL
0.16
IYE
0.82
5Y Dividends CAGR
REGL
6.02%
Winner
IYE
11.55%
5Y EPS CAGR
REGL
12.39%
Winner
IYE
22.38%
Debt to Equity
REGL
62.70%
Winner
IYE
40.52%
P/S Ratio
Winner
REGL
1.57
IYE
1.73
P/B Ratio
Winner
REGL
2.03
IYE
2.57
REGL vs IYE - Holdings Comparison
REGL and IYE have 2 common holdings. Overlap is 0.64%
REGL's top 25 holdings weight is 41.58%. IYE's top 25 holdings weight is 94.36%.
| Rank | REGL | IYE |
|---|---|---|
| #1 | LITTELFUSE INC (LFUS) - 1.93% | EXXON MOBIL CORP (XOM) - 22.44% |
| #2 | WESTLAKE CORP (WLK) - 1.91% | CHEVRON CORP (CVX) - 15.70% |
| #3 | RYDER SYSTEM INC (R) - 1.91% | CONOCOPHILLIPS (COP) - 6.63% |
| #4 | NEW JERSEY RESOURCES CORP (NJR) - 1.76% | WILLIAMS COMPANIES INC (WMB) - 4.36% |
| #5 | DT MIDSTREAM INC ORDINARY SHARES (DTM) - 1.72% | SLB LTD (SLB) - 3.76% |
| #6 | RENAISSANCERE HOLDINGS LTD (RNR) - 1.70% | EOG RESOURCES INC (EOG) - 3.60% |
| #7 | FIRST AMERICAN FINANCIAL CORP (FAF) - 1.67% | VALERO ENERGY CORP (VLO) - 3.50% |
| #8 | ONE GAS INC (OGS) - 1.67% | MARATHON PETROLEUM CORP (MPC) - 3.22% |
| #9 | RELIANCE INC (RS) - 1.64% | PHILLIPS 66 (PSX) - 3.08% |
| #10 | EASTGROUP PROPERTIES INC (EGP) - 1.64% | KINDER MORGAN INC CLASS P (KMI) - 3.04% |
| #11 | IDACORP INC (IDA) - 1.63% | BAKER HUGHES CO CLASS A (BKR) - 2.95% |
| #12 | OGE ENERGY CORP (OGE) - 1.63% | CHENIERE ENERGY INC (LNG) - 2.64% |
| #13 | REINSURANCE GROUP OF AMERICA INC (RGA) - 1.62% | ONEOK INC (OKE) - 2.52% |
| #14 | GATX CORP (GATX) - 1.61% | TARGA RESOURCES CORP (TRGP) - 2.41% |
| #15 | NATIONAL FUEL GAS CO (NFG) - 1.61% | OCCIDENTAL PETROLEUM CORP (OXY) - 1.90% |
| #16 | PRIMERICA INC (PRI) - 1.61% | DIAMONDBACK ENERGY INC (FANG) - 1.73% |
| #17 | SPIRE INC (SR) - 1.61% | EQT CORP (EQT) - 1.65% |
| #18 | STAG INDUSTRIAL INC (STAG) - 1.59% | HALLIBURTON CO (HAL) - 1.47% |
| #19 | ENSIGN GROUP INC (ENSG) - 1.59% | TECHNIPFMC PLC (FTI) - 1.38% |
| #20 | APPLIED INDUSTRIAL TECHNOLOGIES INC (AIT) - 1.59% | DEVON ENERGY CORP (DVN) - 1.35% |
| #21 | THE TORO CO (TTC) - 1.59% | COTERRA ENERGY INC ORDINARY SHARES (CTRA) - 1.17% |
| #22 | CABOT CORP (CBT) - 1.59% | TEXAS PACIFIC LAND CORP (TPL) - 1.10% |
| #23 | NORTHWESTERN ENERGY GROUP INC (NWE) - 1.59% | EXPAND ENERGY CORP ORDINARY SHARES NEW (EXE) - 1.05% |
| #24 | SEI INVESTMENTS CO (SEIC) - 1.59% | FIRST SOLAR INC (FSLR) - 0.96% |
| #25 | SERVICE CORP INTERNATIONAL (SCI) - 1.58% | OVINTIV INC (OVV) - 0.75% |
| Total Holdings | 68 | 41 |
REGL vs IYE - Historical Returns
Returns include dividend reinvestment.
1M
Winner
REGL
-0.09%
IYE
-4.01%
3M
REGL
-2.42%
Winner
IYE
+4.75%
6M
REGL
+9.69%
Winner
IYE
+25.73%
1Y
REGL
+14.37%
Winner
IYE
+39.95%
5Y(CAGR)
REGL
+6.29%
Winner
IYE
+19.13%
10Y(CAGR)
Winner
REGL
+9.88%
IYE
+8.79%
Max(CAGR)
Winner
REGL
+9.76%
IYE
+7.27%
REGL vs IYE - Annual Returns (2000 - 2026)
Returns include dividend reinvestment.
| Year | REGL | IYE |
|---|---|---|
| 2026 | +6.41% | +22.32% |
| 2025 | +7.70% | +6.06% |
| 2024 | +11.89% | +5.01% |
| 2023 | +5.28% | +1.78% |
| 2022 | -0.20% | +55.61% |
| 2021 | +21.71% | +53.06% |
| 2020 | +7.86% | -34.05% |
| 2019 | +19.60% | +7.69% |
| 2018 | -3.28% | -20.69% |
| 2017 | +9.97% | -3.06% |
| 2016 | +32.07% | +25.79% |
| 2015 | -0.35% | -22.56% |
| 2014 | N/A | -8.39% |
| 2013 | N/A | +22.67% |
| 2012 | N/A | +1.63% |
| 2011 | N/A | +2.91% |
| 2010 | N/A | +15.56% |
| 2009 | N/A | +13.70% |
| 2008 | N/A | -37.78% |
| 2007 | N/A | +41.04% |
| 2006 | N/A | +15.31% |
| 2005 | N/A | +39.26% |
| 2004 | N/A | +32.27% |
| 2003 | N/A | +24.20% |
| 2002 | N/A | -15.27% |
| 2001 | N/A | -11.91% |
| 2000 | N/A | +6.75% |
REGL vs IYE Drawdown Comparison
The maximum drawdown for REGL was -36.37%, occurring on Mar 23, 2020. Recovery took 188 trading sessions.
The maximum drawdown for IYE was -73.74%, occurring on Mar 18, 2020. Recovery took 1983 trading sessions.
The current REGL drawdown is -3.00%. The current IYE drawdown is -10.74%.
| Rank | REGL | IYE |
|---|---|---|
| #1 | -36.37% Feb 13, 2020 - Nov 10, 2020 | -73.74% Jun 23, 2014 - May 6, 2022 |
| #2 | -16.97% Nov 25, 2024 - Jan 6, 2026 | -55.81% May 20, 2008 - Sep 18, 2013 |
| #3 | -15.24% Feb 2, 2023 - Mar 4, 2024 | -39.58% May 18, 2001 - Jun 23, 2004 |
| #4 | -14.53% Sep 14, 2018 - Apr 11, 2019 | -25.60% Jun 7, 2022 - Oct 28, 2022 |
| #5 | -13.53% Aug 16, 2022 - Nov 22, 2022 | -20.37% Nov 22, 2024 - Jan 5, 2026 |
| #6 | -11.71% Jan 4, 2022 - Aug 12, 2022 | -18.82% Nov 15, 2022 - Mar 21, 2024 |
| #7 | -11.51% Nov 3, 2015 - Mar 4, 2016 | -16.18% Jan 3, 2008 - Apr 16, 2008 |
| #8 | -9.67% Feb 20, 2026 - Mar 20, 2026 | -15.79% Sep 29, 2005 - Jan 17, 2006 |
| #9 | -9.29% Apr 9, 2015 - Nov 2, 2015 | -15.40% May 10, 2006 - Nov 9, 2006 |
| #10 | -9.16% Jan 26, 2018 - Jul 6, 2018 | -14.87% Mar 4, 2005 - Jun 17, 2005 |
| #11 | -8.98% May 7, 2021 - Nov 23, 2021 | -14.10% Mar 9, 2001 - Apr 26, 2001 |
| #12 | -7.02% Mar 28, 2024 - Jul 16, 2024 | -12.60% Apr 5, 2024 - Nov 20, 2024 |
| #13 | -6.82% May 3, 2019 - Jul 26, 2019 | -12.57% Jul 19, 2007 - Sep 18, 2007 |
| #14 | -6.76% Sep 2, 2016 - Nov 14, 2016 | -12.38% Oct 12, 2000 - Mar 7, 2001 |
| #15 | -6.50% Nov 23, 2021 - Dec 28, 2021 | -12.31% Dec 14, 2006 - Apr 4, 2007 |
Correlation
Correlation between REGL and IYE is 0.79 which considered as a strong positive correlation - the stocks tend to move together.
0.79
-101
Dividend Comparison (2000 - 2026)
REGL vs IYE dividend yield comparison.
| Year | REGL | IYE |
|---|---|---|
| 2026 | 0.57% | 0.52% |
| 2025 | 2.32% | 2.85% |
| 2024 | 2.28% | 2.75% |
| 2023 | 2.40% | 2.99% |
| 2022 | 2.32% | 3.37% |
| 2021 | 2.50% | 2.98% |
| 2020 | 2.41% | 4.75% |
| 2019 | 1.96% | 6.60% |
| 2018 | 2.09% | 3.16% |
| 2017 | 1.63% | 2.66% |
| 2016 | 1.20% | 2.11% |
| 2015 | 1.66% | 3.39% |
| 2014 | 0.00% | 2.05% |
| 2013 | 0.00% | 1.54% |
| 2012 | 0.00% | 1.67% |
| 2011 | 0.00% | 1.40% |
| 2010 | 0.00% | 1.28% |
| 2009 | 0.00% | 1.47% |
| 2008 | 0.00% | 1.54% |
| 2007 | 0.00% | 0.82% |
| 2006 | 0.00% | 1.05% |
| 2005 | 0.00% | 0.93% |
| 2004 | 0.00% | 1.18% |
| 2003 | 0.00% | 1.48% |
| 2002 | 0.00% | 1.75% |
| 2001 | 0.00% | 1.30% |
| 2000 | 0.00% | 0.48% |
Select Stocks to Compare
Popular: REGL vs SPYIYE vs SPY
More Comparisons
Compare with similar stocks