REGL vs VOO

REGL vs VOO

Which is better, REGL or VOO?

Mid Cap Blend against Large Cap Blend.

VOO has a lower expense ratio. VOO led over 1Y, 3Y, 5Y and the full window. REGL is less concentrated, with 16.8% of the fund in its ten largest positions against 36.4%.

Lower Fees: VOOHigher Returns: VOOLess Concentrated: REGL

MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.

Side-by-Side Comparison

MetricREGLVOO
Expense Ratio0.40%0.03%Best
AUM$1.8B$997.4B
Dividend Yield2.17%1.08%
Holdings66509
YTD Return+9.76%+13.37%Best
1Y Return+8.54%+20.08%Best
3Y Return (annualized)+12.66%+21.29%Best
5Y Return (annualized)+7.80%+12.89%Best
Volatility (annualized)14.9%Best15.0%
Max Drawdown-36.4%-34.3%Best
$10,000 over 5 years$14,558$18,335Best
Top 10 Weight16.8%Best36.4%
Fund FamilyProSharesVanguard (US)
CategoryEquityEquity
StyleMid Cap BlendLarge Cap Blend
InceptionFeb 3, 2015Sep 7, 2010

Volatility and max drawdown are measured over the window both funds cover: Feb 5, 2015 to Sep 4, 2026 (11.6 years).

REGL vs VOO growth

Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 11.6 years both funds cover.

REGL vs VOO Performance

ProShares S&P MidCap 400 Dividend Aristocrats ETF (REGL) is an ETF from ProShares and Vanguard S&P 500 ETF (VOO) is an ETF from Vanguard (US). Over the past year REGL returned +8.54% while VOO returned +20.08%. Year to date, REGL is up 9.76% versus a gain of 13.37% for VOO.

Over three years, REGL compounded at +12.66% per year against +21.29% for VOO; over five years the annualized figures are +7.80% and +12.89% respectively. Across the full 12-year window we track, VOO has the edge at +12.84% annualized vs +9.70%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

VOO has been the more volatile fund, with annualized monthly volatility of 15.0% compared with 14.9% for REGL. 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 what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.80. 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 2.17% against 1.08% for VOO.

Holdings Overlap

We hold position weights for 65 holdings in REGL and 505 in VOO, totalling 100.0% and 99.9% of the two funds. The two books name no position in common, so there is no overlap percentage to show.

0 positions in common, counted across the 65 positions we hold weights for in REGL and 505 in VOO, against full books of 66 and 509.

What only one of them owns

Measured across the 65 and 505 positions we hold weights for.

VOO holds 497 positions REGL does not, 99.5% of the fund.

Largest: NVDA 7.51%, AAPL 6.59%, MSFT 4.30%, AMZN 3.62%, GOOGL 3.25%

You are not choosing between two funds in isolation.

Whichever of REGL and VOO you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

REGLVOO

Free for up to 10 holdings. No account needed.

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, by $37 a year on a $10,000 investment.

Which performed better, REGL or VOO?

Over the past year REGL returned +8.54% vs +20.08% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (12 years), REGL annualized +9.70% vs +12.84% for VOO. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, REGL or VOO?

VOO has been the more volatile fund at 15.0% annualized versus 14.9% for REGL. 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 0.80, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.

Which pays a higher dividend, REGL or VOO?

REGL yields 2.17% while VOO yields 1.08%, so REGL currently pays the higher dividend yield.

Is VOO better than REGL?

VOO has a lower expense ratio. VOO led over 1Y, 3Y, 5Y and the full window. REGL is less concentrated, with 16.8% of the fund in its ten largest positions against 36.4%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.