REGL vs PKW
Comparison between PROSHARES S&P MIDCAP 400 DIVIDEND ARISTOCRATS ETF (REGL, ETF) and INVESCO BUYBACK ACHIEVERS ETF (PKW, ETF).
5-Year PerformancePKW has outperformed REGL, delivering a return of +11.0% compared to +8.1%
REGL vs PKW - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
REGL
$1.70B
PKW
$1.70B
Expense Ratio
Winner
REGL
0.40%
PKW
0.62%
Max Drawdown
Winner
REGL
36.37%
PKW
55.28%
Sharpe Ratio
REGL
0.78
Winner
PKW
0.89
5Y Beta
Winner
REGL
0.59
PKW
0.82
P/E Ratio
Winner
REGL
17.33
PKW
17.77
Forward P/E
REGL
15.57
Winner
PKW
11.93
PEG Ratio
REGL
0.17
PKW
N/A
5Y Dividends CAGR
REGL
4.51%
Winner
PKW
4.77%
5Y EPS CAGR
Winner
REGL
12.94%
PKW
10.00%
Debt to Equity
REGL
51.79%
Winner
PKW
51.36%
P/S Ratio
REGL
1.65
Winner
PKW
1.24
P/B Ratio
Winner
REGL
2.14
PKW
2.37
REGL vs PKW - Holdings Comparison
REGL and PKW have 6 common holdings. Overlap is 2.39%
REGL's top 25 holdings weight is 41.94%. PKW's top 25 holdings weight is 59.29%.
| Rank | REGL | PKW |
|---|---|---|
| #1 | CHEMED CORP (CHE) - 1.94% | CITIGROUP INC (C) - 5.46% |
| #2 | THE HANOVER INSURANCE GROUP INC (THG) - 1.81% | WELLS FARGO & CO (WFC) - 5.05% |
| #3 | UMB FINANCIAL CORP (UMBF) - 1.78% | n/a (JCI) - 4.37% |
| #4 | UNUM GROUP (UNM) - 1.75% | ADOBE INC (ADBE) - 4.23% |
| #5 | COMMERCE BANCSHARES INC (CBSH) - 1.75% | MARATHON PETROLEUM CORP (MPC) - 4.06% |
| #6 | RYDER SYSTEM INC (R) - 1.73% | GENERAL MOTORS CO (GM) - 3.27% |
| #7 | CABOT CORP (CBT) - 1.72% | HCA HEALTHCARE INC (HCA) - 3.00% |
| #8 | SILGAN HOLDINGS INC (SLGN) - 1.71% | AFLAC INC (AFL) - 2.77% |
| #9 | APPLIED INDUSTRIAL TECHNOLOGIES INC (AIT) - 1.70% | PAYPAL HOLDINGS INC (PYPL) - 2.59% |
| #10 | RELIANCE INC (RS) - 1.67% | EBAY INC (EBAY) - 2.33% |
| #11 | LITTELFUSE INC (LFUS) - 1.67% | CARRIER GLOBAL CORP ORDINARY SHARES (CARR) - 2.23% |
| #12 | FIRST FINANCIAL BANKSHARES INC (FFIN) - 1.66% | ELECTRONIC ARTS INC (EA) - 2.13% |
| #13 | DT MIDSTREAM INC ORDINARY SHARES (DTM) - 1.66% | AMERICAN INTERNATIONAL GROUP INC (AIG) - 1.90% |
| #14 | BANK OZK (OZK) - 1.64% | IQVIA HOLDINGS INC (IQV) - 1.64% |
| #15 | RB GLOBAL INC (RBA) - 1.64% | M&T BANK CORP (MTB) - 1.54% |
| #16 | CULLEN/FROST BANKERS INC (CFR) - 1.64% | D.R. HORTON INC (DHI) - 1.53% |
| #17 | INTERNATIONAL BANCSHARES CORP (IBOC) - 1.63% | JABIL INC (JBL) - 1.42% |
| #18 | SEI INVESTMENTS CO (SEIC) - 1.63% | THE KROGER CO (KR) - 1.42% |
| #19 | AMERICAN FINANCIAL GROUP INC (AFG) - 1.62% | FISERV INC (FISV) - 1.33% |
| #20 | UNITED BANKSHARES INC (UBSI) - 1.62% | AERCAP HOLDINGS NV (AER) - 1.30% |
| #21 | HOME BANCSHARES INC (HOMB) - 1.62% | TAPESTRY INC (TPR) - 1.29% |
| #22 | POLARIS INC (PII) - 1.59% | NRG ENERGY INC (NRG) - 1.26% |
| #23 | FIRST AMERICAN FINANCIAL CORP (FAF) - 1.59% | DOLLAR TREE INC (DLTR) - 1.07% |
| #24 | PROSPERITY BANCSHARES INC (PB) - 1.59% | SOUTHWEST AIRLINES CO (LUV) - 1.06% |
| #25 | NNN REIT INC (NNN) - 1.58% | JB HUNT TRANSPORT SERVICES INC (JBHT) - 1.04% |
| Total Holdings | 67 | 228 |
REGL vs PKW - Historical Returns
Returns include dividend reinvestment.
1M
REGL
+3.44%
Winner
PKW
+3.96%
3M
Winner
REGL
+3.45%
PKW
+3.39%
6M
REGL
+4.92%
Winner
PKW
+5.70%
1Y
REGL
+14.42%
Winner
PKW
+16.10%
5Y(CAGR)
REGL
+8.14%
Winner
PKW
+11.00%
10Y(CAGR)
REGL
+9.48%
Winner
PKW
+13.16%
Max(CAGR)
REGL
+9.96%
Winner
PKW
+10.53%
REGL vs PKW - Annual Returns (2006 - 2026)
Returns include dividend reinvestment.
| Year | REGL | PKW |
|---|---|---|
| 2026 | +10.69% | +6.69% |
| 2025 | +7.70% | +17.82% |
| 2024 | +11.89% | +16.80% |
| 2023 | +5.28% | +17.54% |
| 2022 | -0.20% | -10.32% |
| 2021 | +21.71% | +34.49% |
| 2020 | +7.86% | +7.44% |
| 2019 | +19.60% | +33.50% |
| 2018 | -3.28% | -11.24% |
| 2017 | +9.97% | +17.10% |
| 2016 | +32.07% | +14.54% |
| 2015 | -0.35% | -4.08% |
| 2014 | N/A | +13.67% |
| 2013 | N/A | +42.23% |
| 2012 | N/A | +12.86% |
| 2011 | N/A | +8.67% |
| 2010 | N/A | +16.47% |
| 2009 | N/A | +29.66% |
| 2008 | N/A | -32.24% |
| 2007 | N/A | -1.83% |
| 2006 | N/A | -0.20% |
REGL vs PKW Drawdown Comparison
The maximum drawdown for REGL was -36.37%, occurring on Mar 23, 2020. Recovery took 188 trading sessions.
The maximum drawdown for PKW was -54.59%, occurring on Mar 9, 2009. Recovery took 935 trading sessions.
The current REGL drawdown is -1.58%. The current PKW drawdown is -0.58%.
| Rank | REGL | PKW |
|---|---|---|
| #1 | -36.37% Feb 13, 2020 - Nov 10, 2020 | -54.59% Jun 4, 2007 - Feb 16, 2011 |
| #2 | -16.97% Nov 25, 2024 - Jan 6, 2026 | -40.91% Jan 17, 2020 - Nov 24, 2020 |
| #3 | -15.24% Feb 2, 2023 - Mar 4, 2024 | -23.51% Nov 5, 2021 - Dec 13, 2023 |
| #4 | -14.53% Sep 14, 2018 - Apr 11, 2019 | -21.23% Jan 26, 2018 - Apr 16, 2019 |
| #5 | -13.53% Aug 16, 2022 - Nov 22, 2022 | -20.91% Nov 29, 2024 - Jul 1, 2025 |
| #6 | -11.71% Jan 4, 2022 - Aug 12, 2022 | -20.18% Feb 24, 2015 - Nov 14, 2016 |
| #7 | -11.51% Nov 3, 2015 - Mar 4, 2016 | -17.67% May 12, 2011 - Jan 18, 2012 |
| #8 | -9.67% Feb 20, 2026 - Jun 26, 2026 | -8.99% May 1, 2012 - Aug 16, 2012 |
| #9 | -9.29% Apr 9, 2015 - Nov 2, 2015 | -8.93% May 3, 2019 - Jul 3, 2019 |
| #10 | -9.16% Jan 26, 2018 - Jul 6, 2018 | -8.49% Sep 18, 2014 - Nov 6, 2014 |
| #11 | -8.98% May 7, 2021 - Nov 23, 2021 | -7.86% Feb 18, 2026 - Apr 17, 2026 |
| #12 | -7.02% Mar 28, 2024 - Jul 16, 2024 | -7.72% Jul 24, 2019 - Oct 24, 2019 |
| #13 | -6.82% May 3, 2019 - Jul 26, 2019 | -7.34% Dec 31, 2013 - Feb 26, 2014 |
| #14 | -6.76% Sep 2, 2016 - Nov 14, 2016 | -6.79% Oct 27, 2025 - Dec 11, 2025 |
| #15 | -6.50% Nov 23, 2021 - Dec 28, 2021 | -6.41% Feb 22, 2007 - Apr 18, 2007 |
Correlation
Correlation between REGL and PKW is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.
0.98
-101
Dividend Comparison (2007 - 2026)
REGL vs PKW dividend yield comparison.
| Year | REGL | PKW |
|---|---|---|
| 2026 | 1.06% | 0.33% |
| 2025 | 2.32% | 0.99% |
| 2024 | 2.28% | 0.86% |
| 2023 | 2.40% | 1.17% |
| 2022 | 2.32% | 1.22% |
| 2021 | 2.50% | 0.72% |
| 2020 | 2.41% | 1.48% |
| 2019 | 1.96% | 1.30% |
| 2018 | 2.09% | 1.30% |
| 2017 | 1.63% | 0.65% |
| 2016 | 1.20% | 1.59% |
| 2015 | 1.66% | 1.14% |
| 2014 | 0.00% | 1.03% |
| 2013 | 0.00% | 0.62% |
| 2012 | 0.00% | 1.25% |
| 2011 | 0.00% | 0.85% |
| 2010 | 0.00% | 0.30% |
| 2009 | 0.00% | 1.29% |
| 2008 | 0.00% | 1.58% |
| 2007 | 0.00% | 0.27% |
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