REGL vs VOO

Quick Verdict

VOO has a lower expense ratio. VOO delivered stronger 1-year returns. VOO offers more diversification with 505 holdings.

Lower Fees: VOOHigher Returns: VOOMore Diversified: VOO

Side-by-Side Comparison

MetricREGLVOOWinner
Expense Ratio0.40%0.03%
AUM$1.8B$979.0B
Dividend Yield2.22%1.09%
Holdings66509
YTD Return+12.14%+13.44%
1Y Return+15.51%+22.62%
3Y Return (annualized)+12.33%+21.47%
5Y Return (annualized)+7.71%+13.27%
Volatility (annualized)15.0%14.1%
Max Drawdown-36.4%-34.3%
Fund FamilyProSharesVanguard (US)
CategoryEquityEquity
InceptionFeb 3, 2015Sep 7, 2010

REGL vs VOO Performance

ProShares S&P MidCap 400 Dividend Aristocrats ETF (REGL) is a ETF from ProShares and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year REGL returned +15.51% while VOO returned +22.62%. Year to date, REGL is up 12.14% versus a gain of 13.44% for VOO.

Over three years, REGL compounded at +12.33% per year against +21.47% for VOO; over five years the annualized figures are +7.71% and +13.27% respectively. Across the full 12-year window we track, VOO has the edge at +13.55% annualized vs +9.96%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

REGL has been the more volatile fund, with annualized monthly volatility of 15.0% compared with 14.1% for VOO. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.

The deepest peak-to-trough decline in our data was -36.4% for REGL and -34.3% for VOO. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.

The two funds' monthly returns correlate at 0.81. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

REGL charges 0.40% per year while VOO charges 0.03%. On a $10,000 position that is $40 vs $3 annually, a gap of $37 per year that compounds over a long holding period. On income, REGL currently yields 2.22% against 1.09% for VOO.

Holdings Overlap

0.0%overlap

REGL and VOO share 0 holdings out of 570 unique holdings combined, representing a 0.0% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Frequently Asked Questions

Which is cheaper, REGL or VOO?

REGL has an expense ratio of 0.40% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $37 per year of difference.

Which performed better, REGL or VOO?

Over the past year REGL returned +15.51% vs +22.62% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (12 years), REGL annualized +9.96% vs +13.55% for VOO. Past performance does not guarantee future results.

Which is riskier, REGL or VOO?

REGL has been the more volatile fund at 15.0% annualized versus 14.1% for VOO. Worst drawdown: REGL -36.4% vs VOO -34.3%.

Should I hold both REGL and VOO?

REGL and VOO have a monthly-return correlation of 0.81, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between REGL and VOO?

REGL and VOO share 0 common holdings with a 0.0% weight overlap. Combined, they hold 570 unique securities.

Which pays a higher dividend, REGL or VOO?

REGL yields 2.22% while VOO yields 1.09%, so REGL currently pays the higher dividend yield.

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