REGL vs SPGM
Comparison between PROSHARES S&P MIDCAP 400 DIVIDEND ARISTOCRATS ETF (REGL, ETF) and STATE STREET(R) SPDR(R) PORTFOLIO MSCI GLOBAL STOCK MARKET ETF (SPGM, ETF).
5-Year PerformanceSPGM has outperformed REGL, delivering a return of +11.3% compared to +8.1%
REGL vs SPGM - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
REGL
$1.70B
Winner
SPGM
$1.80B
Expense Ratio
REGL
0.40%
Winner
SPGM
0.09%
Max Drawdown
REGL
36.37%
Winner
SPGM
33.97%
Sharpe Ratio
REGL
0.78
Winner
SPGM
1.39
5Y Beta
Winner
REGL
0.59
SPGM
0.91
P/E Ratio
Winner
REGL
17.33
SPGM
27.95
Forward P/E
Winner
REGL
15.57
SPGM
19.84
PEG Ratio
REGL
0.17
SPGM
N/A
5Y Dividends CAGR
REGL
4.51%
Winner
SPGM
13.19%
5Y EPS CAGR
REGL
12.94%
Winner
SPGM
23.20%
Debt to Equity
REGL
51.79%
SPGM
N/A
P/S Ratio
REGL
1.65
Winner
SPGM
0.24
P/B Ratio
Winner
REGL
2.14
SPGM
4.83
REGL vs SPGM - Holdings Comparison
REGL and SPGM have 2 common holdings. Overlap is 0.00%
REGL's top 25 holdings weight is 41.94%. SPGM's top 25 holdings weight is 29.28%.
| Rank | REGL | SPGM |
|---|---|---|
| #1 | CHEMED CORP (CHE) - 1.94% | NVIDIA CORP (NVDA) - 4.15% |
| #2 | THE HANOVER INSURANCE GROUP INC (THG) - 1.81% | APPLE INC (AAPL) - 3.64% |
| #3 | UMB FINANCIAL CORP (UMBF) - 1.78% | MICROSOFT CORP (MSFT) - 2.61% |
| #4 | UNUM GROUP (UNM) - 1.75% | AMAZON.COM INC (AMZN) - 1.85% |
| #5 | COMMERCE BANCSHARES INC (CBSH) - 1.75% | ALPHABET INC CLASS A (GOOGL) - 1.53% |
| #6 | RYDER SYSTEM INC (R) - 1.73% | ALPHABET INC CLASS C (GOOG) - 1.52% |
| #7 | CABOT CORP (CBT) - 1.72% | BROADCOM INC (AVGO) - 1.40% |
| #8 | SILGAN HOLDINGS INC (SLGN) - 1.71% | n/a (TSM) - 1.38% |
| #9 | APPLIED INDUSTRIAL TECHNOLOGIES INC (AIT) - 1.70% | META PLATFORMS INC CLASS A (META) - 1.29% |
| #10 | RELIANCE INC (RS) - 1.67% | TESLA INC (TSLA) - 1.06% |
| #11 | LITTELFUSE INC (LFUS) - 1.67% | JPMORGAN CHASE & CO (JPM) - 0.90% |
| #12 | FIRST FINANCIAL BANKSHARES INC (FFIN) - 1.66% | EXXON MOBIL CORP (XOM) - 0.80% |
| #13 | DT MIDSTREAM INC ORDINARY SHARES (DTM) - 1.66% | ELI LILLY AND CO (LLY) - 0.70% |
| #14 | BANK OZK (OZK) - 1.64% | SAMSUNG ELECTRONICS CO LTD DR (SSNHZ) - 0.66% |
| #15 | RB GLOBAL INC (RBA) - 1.64% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 0.63% |
| #16 | CULLEN/FROST BANKERS INC (CFR) - 1.64% | VISA INC CLASS A (V) - 0.58% |
| #17 | INTERNATIONAL BANCSHARES CORP (IBOC) - 1.63% | ASML HOLDING NV (n/a) - 0.56% |
| #18 | SEI INVESTMENTS CO (SEIC) - 1.63% | CHEVRON CORP (CVX) - 0.53% |
| #19 | AMERICAN FINANCIAL GROUP INC (AFG) - 1.62% | COSTCO WHOLESALE CORP (COST) - 0.52% |
| #20 | UNITED BANKSHARES INC (UBSI) - 1.62% | WALMART INC (WMT) - 0.51% |
| #21 | HOME BANCSHARES INC (HOMB) - 1.62% | JOHNSON & JOHNSON (JNJ) - 0.51% |
| #22 | POLARIS INC (PII) - 1.59% | CHUBB LTD (CB) - 0.50% |
| #23 | FIRST AMERICAN FINANCIAL CORP (FAF) - 1.59% | TENCENT HOLDINGS LTD (n/a) - 0.50% |
| #24 | PROSPERITY BANCSHARES INC (PB) - 1.59% | NESTLE SA (n/a) - 0.50% |
| #25 | NNN REIT INC (NNN) - 1.58% | CATERPILLAR INC (CAT) - 0.45% |
| Total Holdings | 67 | 2333 |
REGL vs SPGM - Historical Returns
Returns include dividend reinvestment.
1M
Winner
REGL
+3.44%
SPGM
-0.68%
3M
REGL
+3.45%
Winner
SPGM
+5.56%
6M
REGL
+4.92%
Winner
SPGM
+9.71%
1Y
REGL
+14.42%
Winner
SPGM
+24.23%
5Y(CAGR)
REGL
+8.14%
Winner
SPGM
+11.33%
10Y(CAGR)
REGL
+9.48%
Winner
SPGM
+12.54%
Max(CAGR)
REGL
+9.96%
Winner
SPGM
+11.28%
REGL vs SPGM - Annual Returns (2012 - 2026)
Returns include dividend reinvestment.
| Year | REGL | SPGM |
|---|---|---|
| 2026 | +10.69% | +11.24% |
| 2025 | +7.70% | +23.70% |
| 2024 | +11.89% | +17.65% |
| 2023 | +5.28% | +21.33% |
| 2022 | -0.20% | -17.95% |
| 2021 | +21.71% | +20.77% |
| 2020 | +7.86% | +14.24% |
| 2019 | +19.60% | +26.23% |
| 2018 | -3.28% | -10.47% |
| 2017 | +9.97% | +22.11% |
| 2016 | +32.07% | +10.39% |
| 2015 | -0.35% | -2.10% |
| 2014 | N/A | +11.58% |
| 2013 | N/A | +20.65% |
| 2012 | N/A | +1.33% |
REGL vs SPGM Drawdown Comparison
The maximum drawdown for REGL was -36.37%, occurring on Mar 23, 2020. Recovery took 188 trading sessions.
The maximum drawdown for SPGM was -33.97%, occurring on Mar 23, 2020. Recovery took 134 trading sessions.
The current REGL drawdown is -1.58%. The current SPGM drawdown is -1.53%.
| Rank | REGL | SPGM |
|---|---|---|
| #1 | -36.37% Feb 13, 2020 - Nov 10, 2020 | -33.97% Feb 12, 2020 - Aug 24, 2020 |
| #2 | -16.97% Nov 25, 2024 - Jan 6, 2026 | -25.92% Jan 4, 2022 - Jan 25, 2024 |
| #3 | -15.24% Feb 2, 2023 - Mar 4, 2024 | -21.99% Jun 18, 2015 - Jan 24, 2017 |
| #4 | -14.53% Sep 14, 2018 - Apr 11, 2019 | -19.40% Jan 26, 2018 - Oct 24, 2019 |
| #5 | -13.53% Aug 16, 2022 - Nov 22, 2022 | -16.90% Feb 18, 2025 - Jun 2, 2025 |
| #6 | -11.71% Jan 4, 2022 - Aug 12, 2022 | -13.83% Jul 10, 2014 - Dec 3, 2014 |
| #7 | -11.51% Nov 3, 2015 - Mar 4, 2016 | -11.87% Mar 19, 2012 - Sep 13, 2012 |
| #8 | -9.67% Feb 20, 2026 - Jun 26, 2026 | -9.50% Feb 25, 2026 - Apr 15, 2026 |
| #9 | -9.29% Apr 9, 2015 - Nov 2, 2015 | -8.97% Dec 16, 2013 - May 27, 2014 |
| #10 | -9.16% Jan 26, 2018 - Jul 6, 2018 | -8.55% Jul 16, 2024 - Aug 30, 2024 |
| #11 | -8.98% May 7, 2021 - Nov 23, 2021 | -8.37% May 21, 2013 - Aug 8, 2013 |
| #12 | -7.02% Mar 28, 2024 - Jul 16, 2024 | -7.49% Sep 2, 2020 - Nov 9, 2020 |
| #13 | -6.82% May 3, 2019 - Jul 26, 2019 | -6.08% Sep 17, 2012 - Dec 18, 2012 |
| #14 | -6.76% Sep 2, 2016 - Nov 14, 2016 | -5.52% Sep 3, 2021 - Oct 25, 2021 |
| #15 | -6.50% Nov 23, 2021 - Dec 28, 2021 | -5.28% Nov 8, 2021 - Jan 4, 2022 |
Correlation
Correlation between REGL and SPGM is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.
0.97
-101
Dividend Comparison (2012 - 2026)
REGL vs SPGM dividend yield comparison.
| Year | REGL | SPGM |
|---|---|---|
| 2026 | 1.06% | 0.78% |
| 2025 | 2.32% | 1.89% |
| 2024 | 2.28% | 1.98% |
| 2023 | 2.40% | 2.09% |
| 2022 | 2.32% | 2.37% |
| 2021 | 2.50% | 1.94% |
| 2020 | 2.41% | 1.45% |
| 2019 | 1.96% | 2.46% |
| 2018 | 2.09% | 1.89% |
| 2017 | 1.63% | 2.29% |
| 2016 | 1.20% | 1.87% |
| 2015 | 1.66% | 3.70% |
| 2014 | 0.00% | 2.18% |
| 2013 | 0.00% | 1.75% |
| 2012 | 0.00% | 2.26% |
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