REGL vs SPY
Comparison between PROSHARES S&P MIDCAP 400 DIVIDEND ARISTOCRATS ETF (REGL, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).
5-Year PerformanceSPY has outperformed REGL, delivering a return of +13.2% compared to +7.6%
REGL vs SPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
REGL
$1.70B
Winner
SPY
$784B
Expense Ratio
REGL
0.40%
Winner
SPY
0.09%
Max Drawdown
Winner
REGL
36.37%
SPY
56.47%
Sharpe Ratio
REGL
0.87
Winner
SPY
1.54
5Y Beta
Winner
REGL
0.60
SPY
1.00
P/E Ratio
Winner
REGL
17.09
SPY
27.62
Forward P/E
Winner
REGL
15.36
SPY
21.11
PEG Ratio
REGL
0.17
SPY
N/A
5Y Dividends CAGR
Winner
REGL
6.02%
SPY
6.00%
5Y EPS CAGR
REGL
13.06%
Winner
SPY
25.30%
Debt to Equity
REGL
51.89%
Winner
SPY
31.11%
P/S Ratio
Winner
REGL
1.57
SPY
3.49
P/B Ratio
Winner
REGL
2.05
SPY
5.30
REGL vs SPY - Holdings Comparison
REGL and SPY have 1 common holdings. Overlap is 0.00%
REGL's top 25 holdings weight is 41.65%. SPY's top 25 holdings weight is 51.24%.
| Rank | REGL | SPY |
|---|---|---|
| #1 | LITTELFUSE INC (LFUS) - 1.95% | NVIDIA CORP (NVDA) - 7.81% |
| #2 | RELIANCE INC (RS) - 1.84% | APPLE INC (AAPL) - 6.81% |
| #3 | CABOT CORP (CBT) - 1.82% | MICROSOFT CORP (MSFT) - 4.53% |
| #4 | CHEMED CORP (CHE) - 1.77% | AMAZON.COM INC (AMZN) - 3.72% |
| #5 | RYDER SYSTEM INC (R) - 1.77% | ALPHABET INC CLASS A (GOOGL) - 3.39% |
| #6 | POLARIS INC (PII) - 1.76% | BROADCOM INC (AVGO) - 2.77% |
| #7 | DT MIDSTREAM INC ORDINARY SHARES (DTM) - 1.72% | ALPHABET INC CLASS C (GOOG) - 2.72% |
| #8 | UNUM GROUP (UNM) - 1.69% | META PLATFORMS INC CLASS A (META) - 2.03% |
| #9 | LITHIA MOTORS INC CLASS A (LAD) - 1.67% | MICRON TECHNOLOGY INC (MU) - 1.78% |
| #10 | SEI INVESTMENTS CO (SEIC) - 1.67% | TESLA INC (TSLA) - 1.76% |
| #11 | UMB FINANCIAL CORP (UMBF) - 1.66% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.41% |
| #12 | APPLIED INDUSTRIAL TECHNOLOGIES INC (AIT) - 1.66% | JPMORGAN CHASE & CO (JPM) - 1.38% |
| #13 | THE HANOVER INSURANCE GROUP INC (THG) - 1.64% | ELI LILLY AND CO (LLY) - 1.38% |
| #14 | COMMERCE BANCSHARES INC (CBSH) - 1.63% | ADVANCED MICRO DEVICES INC (AMD) - 1.28% |
| #15 | INTERNATIONAL BANCSHARES CORP (IBOC) - 1.60% | EXXON MOBIL CORP (XOM) - 0.92% |
| #16 | RB GLOBAL INC (RBA) - 1.60% | JOHNSON & JOHNSON (JNJ) - 0.88% |
| #17 | FIRST FINANCIAL BANKSHARES INC (FFIN) - 1.60% | VISA INC CLASS A (V) - 0.87% |
| #18 | OGE ENERGY CORP (OGE) - 1.59% | INTEL CORP (INTC) - 0.85% |
| #19 | UNITED BANKSHARES INC (UBSI) - 1.58% | WALMART INC (WMT) - 0.82% |
| #20 | BANK OZK (OZK) - 1.58% | CISCO SYSTEMS INC (CSCO) - 0.73% |
| #21 | HOME BANCSHARES INC (HOMB) - 1.58% | LAM RESEARCH CORP (LRCX) - 0.71% |
| #22 | CUBESMART (CUBE) - 1.58% | APPLIED MATERIALS INC (AMAT) - 0.70% |
| #23 | NORTHWESTERN ENERGY GROUP INC (NWE) - 1.57% | CATERPILLAR INC (CAT) - 0.68% |
| #24 | AMERICAN FINANCIAL GROUP INC (AFG) - 1.56% | COSTCO WHOLESALE CORP (COST) - 0.68% |
| #25 | PROSPERITY BANCSHARES INC (PB) - 1.56% | MASTERCARD INC CLASS A (MA) - 0.63% |
| Total Holdings | 66 | 505 |
REGL vs SPY - Historical Returns
Returns include dividend reinvestment.
1M
Winner
REGL
+1.92%
SPY
-1.37%
3M
REGL
+6.76%
Winner
SPY
+12.22%
6M
REGL
+6.55%
Winner
SPY
+7.20%
1Y
REGL
+13.68%
Winner
SPY
+23.58%
5Y(CAGR)
REGL
+7.59%
Winner
SPY
+13.19%
10Y(CAGR)
REGL
+9.39%
Winner
SPY
+15.12%
Max(CAGR)
Winner
REGL
+9.75%
SPY
+8.44%
REGL vs SPY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | REGL | SPY |
|---|---|---|
| 2026 | +7.54% | +7.95% |
| 2025 | +7.70% | +18.00% |
| 2024 | +11.89% | +25.59% |
| 2023 | +5.28% | +26.72% |
| 2022 | -0.20% | -18.64% |
| 2021 | +21.71% | +30.52% |
| 2020 | +7.86% | +17.28% |
| 2019 | +19.60% | +31.09% |
| 2018 | -3.28% | -5.24% |
| 2017 | +9.97% | +20.78% |
| 2016 | +32.07% | +13.59% |
| 2015 | -0.35% | +1.31% |
| 2014 | N/A | +14.56% |
| 2013 | N/A | +29.00% |
| 2012 | N/A | +14.17% |
| 2011 | N/A | +0.85% |
| 2010 | N/A | +13.14% |
| 2009 | N/A | +22.67% |
| 2008 | N/A | -36.25% |
| 2007 | N/A | +5.32% |
| 2006 | N/A | +13.85% |
| 2005 | N/A | +5.32% |
| 2004 | N/A | +10.75% |
| 2003 | N/A | +24.18% |
| 2002 | N/A | -22.42% |
| 2001 | N/A | -10.13% |
| 2000 | N/A | -8.84% |
| 1999 | N/A | +8.61% |
REGL vs SPY Drawdown Comparison
The maximum drawdown for REGL was -36.37%, occurring on Mar 23, 2020. Recovery took 188 trading sessions.
The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.
The current REGL drawdown is -1.98%. The current SPY drawdown is -3.18%.
| Rank | REGL | SPY |
|---|---|---|
| #1 | -36.37% Feb 13, 2020 - Nov 10, 2020 | -55.20% Oct 9, 2007 - Aug 16, 2012 |
| #2 | -16.97% Nov 25, 2024 - Jan 6, 2026 | -47.50% Mar 24, 2000 - Oct 26, 2006 |
| #3 | -15.24% Feb 2, 2023 - Mar 4, 2024 | -33.70% Feb 19, 2020 - Aug 10, 2020 |
| #4 | -14.53% Sep 14, 2018 - Apr 11, 2019 | -24.50% Jan 3, 2022 - Dec 13, 2023 |
| #5 | -13.53% Aug 16, 2022 - Nov 22, 2022 | -19.34% Sep 20, 2018 - Apr 12, 2019 |
| #6 | -11.71% Jan 4, 2022 - Aug 12, 2022 | -18.76% Feb 19, 2025 - Jun 26, 2025 |
| #7 | -11.51% Nov 3, 2015 - Mar 4, 2016 | -13.02% Jul 20, 2015 - Apr 18, 2016 |
| #8 | -9.67% Feb 20, 2026 - Mar 20, 2026 | -10.10% Jan 26, 2018 - Aug 6, 2018 |
| #9 | -9.29% Apr 9, 2015 - Nov 2, 2015 | -9.44% Sep 2, 2020 - Nov 11, 2020 |
| #10 | -9.16% Jan 26, 2018 - Jul 6, 2018 | -9.30% Jan 19, 2000 - Mar 17, 2000 |
| #11 | -8.98% May 7, 2021 - Nov 23, 2021 | -9.05% Jul 19, 2007 - Oct 5, 2007 |
| #12 | -7.02% Mar 28, 2024 - Jul 16, 2024 | -8.88% Jan 27, 2026 - Apr 14, 2026 |
| #13 | -6.82% May 3, 2019 - Jul 26, 2019 | -8.41% Jul 16, 2024 - Sep 19, 2024 |
| #14 | -6.76% Sep 2, 2016 - Nov 14, 2016 | -7.35% Sep 14, 2012 - Jan 2, 2013 |
| #15 | -6.50% Nov 23, 2021 - Dec 28, 2021 | -7.27% Sep 18, 2014 - Oct 31, 2014 |
Correlation
Correlation between REGL and SPY is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.
0.98
-101
Dividend Comparison (1999 - 2026)
REGL vs SPY dividend yield comparison.
| Year | REGL | SPY |
|---|---|---|
| 2026 | 0.57% | 0.50% |
| 2025 | 2.32% | 1.07% |
| 2024 | 2.28% | 1.21% |
| 2023 | 2.40% | 1.40% |
| 2022 | 2.32% | 1.65% |
| 2021 | 2.50% | 1.20% |
| 2020 | 2.41% | 1.52% |
| 2019 | 1.96% | 1.75% |
| 2018 | 2.09% | 2.04% |
| 2017 | 1.63% | 1.80% |
| 2016 | 1.20% | 2.03% |
| 2015 | 1.66% | 2.06% |
| 2014 | 0.00% | 1.87% |
| 2013 | 0.00% | 1.81% |
| 2012 | 0.00% | 2.18% |
| 2011 | 0.00% | 2.05% |
| 2010 | 0.00% | 1.80% |
| 2009 | 0.00% | 1.95% |
| 2008 | 0.00% | 3.02% |
| 2007 | 0.00% | 1.85% |
| 2006 | 0.00% | 1.73% |
| 2005 | 0.00% | 1.73% |
| 2004 | 0.00% | 1.82% |
| 2003 | 0.00% | 1.47% |
| 2002 | 0.00% | 1.70% |
| 2001 | 0.00% | 1.25% |
| 2000 | 0.00% | 1.15% |
| 1999 | 0.00% | 0.24% |
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