REGL vs SOXS

Comparison between PROSHARES S&P MIDCAP 400 DIVIDEND ARISTOCRATS ETF (REGL, ETF) and Direxion Daily Semiconductor Bear 3X Shares (SOXS, ETF).

5-Year PerformanceREGL has outperformed SOXS, delivering a return of +7.6% compared to -80.9%

REGL vs SOXS - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	REGL(ETF)	SOXS(ETF)
Net Assets	$1.70B	$1.80B
Expense Ratio	0.40%	N/A
Max Drawdown	36.37%	100.00%
Sharpe Ratio	0.87	-2.66
5Y Beta	0.60	0.00
P/E Ratio	17.09	N/A
Forward P/E	15.36	N/A
PEG Ratio	0.17	N/A
5Y Dividends CAGR	6.02%	N/A
5Y EPS CAGR	13.06%	N/A
Debt to Equity	51.89%	N/A
P/S Ratio	1.57	N/A
P/B Ratio	2.05	N/A

Net Assets

REGL

$1.70B

Winner

SOXS

$1.80B

Expense Ratio

REGL

0.40%

SOXS

N/A

Max Drawdown

Winner

REGL

36.37%

SOXS

100.00%

Sharpe Ratio

Winner

REGL

0.87

SOXS

-2.66

5Y Beta

REGL

0.60

Winner

SOXS

0.00

P/E Ratio

REGL

17.09

SOXS

N/A

Forward P/E

REGL

15.36

SOXS

N/A

PEG Ratio

REGL

0.17

SOXS

N/A

5Y Dividends CAGR

REGL

6.02%

SOXS

N/A

5Y EPS CAGR

REGL

13.06%

SOXS

N/A

Debt to Equity

REGL

51.89%

SOXS

N/A

P/S Ratio

REGL

1.57

SOXS

N/A

P/B Ratio

REGL

2.05

SOXS

N/A

REGL vs SOXS - Holdings Comparison

REGL and SOXS have 0 common holdings. Overlap is 0.00%

REGL's top 25 holdings weight is 41.65%. SOXS's top 25 holdings weight is 66.35%.

Rank	REGL	SOXS
#1	LITTELFUSE INC (LFUS) - 1.95%	GOLDMAN SACHS FS TREASURY INTMS INSTL (FTIXX) - 66.35%
#2	RELIANCE INC (RS) - 1.84%	N/A
#3	CABOT CORP (CBT) - 1.82%	N/A
#4	CHEMED CORP (CHE) - 1.77%	N/A
#5	RYDER SYSTEM INC (R) - 1.77%	N/A
#6	POLARIS INC (PII) - 1.76%	N/A
#7	DT MIDSTREAM INC ORDINARY SHARES (DTM) - 1.72%	N/A
#8	UNUM GROUP (UNM) - 1.69%	N/A
#9	LITHIA MOTORS INC CLASS A (LAD) - 1.67%	N/A
#10	SEI INVESTMENTS CO (SEIC) - 1.67%	N/A
#11	UMB FINANCIAL CORP (UMBF) - 1.66%	N/A
#12	APPLIED INDUSTRIAL TECHNOLOGIES INC (AIT) - 1.66%	N/A
#13	THE HANOVER INSURANCE GROUP INC (THG) - 1.64%	N/A
#14	COMMERCE BANCSHARES INC (CBSH) - 1.63%	N/A
#15	INTERNATIONAL BANCSHARES CORP (IBOC) - 1.60%	N/A
#16	RB GLOBAL INC (RBA) - 1.60%	N/A
#17	FIRST FINANCIAL BANKSHARES INC (FFIN) - 1.60%	N/A
#18	OGE ENERGY CORP (OGE) - 1.59%	N/A
#19	UNITED BANKSHARES INC (UBSI) - 1.58%	N/A
#20	BANK OZK (OZK) - 1.58%	N/A
#21	HOME BANCSHARES INC (HOMB) - 1.58%	N/A
#22	CUBESMART (CUBE) - 1.58%	N/A
#23	NORTHWESTERN ENERGY GROUP INC (NWE) - 1.57%	N/A
#24	AMERICAN FINANCIAL GROUP INC (AFG) - 1.56%	N/A
#25	PROSPERITY BANCSHARES INC (PB) - 1.56%	N/A
Total Holdings	66	1

REGL vs SOXS - Historical Returns

Returns include dividend reinvestment.

Period	REGL	SOXS
1 month	+1.92%	-47.24%
3 months	+6.76%	-89.51%
6 months	+6.55%	-93.17%
1 year	+13.68%	-97.80%
5 years(CAGR)	+7.59%	-80.93%
10 years(CAGR)	+9.39%	-79.51%
Max(CAGR)	+9.75%	-71.88%

Winner

REGL

+1.92%

SOXS

-47.24%

Winner

REGL

+6.76%

SOXS

-89.51%

Winner

REGL

+6.55%

SOXS

-93.17%

Winner

REGL

+13.68%

SOXS

-97.80%

5Y(CAGR)

Winner

REGL

+7.59%

SOXS

-80.93%

10Y(CAGR)

Winner

REGL

+9.39%

SOXS

-79.51%

Max(CAGR)

Winner

REGL

+9.75%

SOXS

-71.88%

REGL vs SOXS - Annual Returns (2010 - 2026)

Returns include dividend reinvestment.

Year	REGL	SOXS
2026	+7.54%	-92.53%
2025	+7.70%	-85.82%
2024	+11.89%	-64.99%
2023	+5.28%	-85.76%
2022	-0.20%	+22.70%
2021	+21.71%	-81.18%
2020	+7.86%	-92.44%
2019	+19.60%	-83.57%
2018	-3.28%	-12.94%
2017	+9.97%	-69.30%
2016	+32.07%	-74.03%
2015	-0.35%	-25.17%
2014	N/A	-65.79%
2013	N/A	-67.79%
2012	N/A	-39.67%
2011	N/A	-25.57%
2010	N/A	-61.20%

REGL vs SOXS Drawdown Comparison

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

The maximum drawdown for SOXS was -100.00%, occurring on Jun 22, 2026. This drawdown has not yet recovered.

The current REGL drawdown is -1.98%. The current SOXS drawdown is -100.00%.

Rank	REGL	SOXS
#1	-36.37% Feb 13, 2020 - Nov 10, 2020	-100.00% Aug 31, 2010 - Jun 22, 2026
#2	-16.97% Nov 25, 2024 - Jan 6, 2026	-37.46% Mar 15, 2010 - Aug 31, 2010
#3	-15.24% Feb 2, 2023 - Mar 4, 2024	N/A
#4	-14.53% Sep 14, 2018 - Apr 11, 2019	N/A
#5	-13.53% Aug 16, 2022 - Nov 22, 2022	N/A
#6	-11.71% Jan 4, 2022 - Aug 12, 2022	N/A
#7	-11.51% Nov 3, 2015 - Mar 4, 2016	N/A
#8	-9.67% Feb 20, 2026 - Mar 20, 2026	N/A
#9	-9.29% Apr 9, 2015 - Nov 2, 2015	N/A
#10	-9.16% Jan 26, 2018 - Jul 6, 2018	N/A
#11	-8.98% May 7, 2021 - Nov 23, 2021	N/A
#12	-7.02% Mar 28, 2024 - Jul 16, 2024	N/A
#13	-6.82% May 3, 2019 - Jul 26, 2019	N/A
#14	-6.76% Sep 2, 2016 - Nov 14, 2016	N/A
#15	-6.50% Nov 23, 2021 - Dec 28, 2021	N/A

Correlation

Correlation between REGL and SOXS is -0.63 which considered as a moderate negative correlation - the stocks show some tendency to move in opposite directions.

-0.63

-101

Dividend Comparison (2010 - 2026)

REGL vs SOXS dividend yield comparison.

Year	REGL	SOXS
2026	0.57%	8.12%
2025	2.32%	0.54%
2024	2.28%	0.19%
2023	2.40%	0.05%
2022	2.32%	0.00%
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%
2011	0.00%	0.00%
2010	0.00%	0.00%

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REGL vs SOXS

REGL vs SOXS - Performance Comparison

Key Characteristics

REGL vs SOXS - Holdings Comparison

REGL vs SOXS - Historical Returns

REGL vs SOXS - Annual Returns (2010 - 2026)

REGL vs SOXS Drawdown Comparison

Correlation

Dividend Comparison (2010 - 2026)

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