REGL vs. SH - ETF Comparison
REGL - ProShares S&P MidCap 400 Dividend Aristocrats ETF
The ProShares S&P MidCap 400 Dividend Aristocrats ETF is an equity fund that tracks the S&P MidCap 400 Dividend Aristocrats Index, investing in a diversified portfolio of mid-cap US companies that have increased their dividend payouts for at least 15 consecutive years. The fund offers a blend of growth and income, with a focus on dividend-paying stocks.
SH - ProShares Short S&P500
The ProShares Short S&P500 ETF provides inverse exposure to large-cap U.S. equities, allowing investors to bet against the U.S. economy. It's designed to deliver inverse results over a single trading session, with exposure resetting on a monthly basis. This ETF is suitable for active investors looking to hedge existing exposure or bet on a decline in large-cap U.S. securities, but not for long-term, buy-and-hold portfolios.
| REGL | SH | |
|---|---|---|
| Fund Name | ProShares S&P MidCap 400 Dividend Aristocrats ETF | ProShares Short S&P500 |
| Fund Provider | Proshare Advisors LLC | Proshare Advisors LLC |
| Index | S&P MidCap 400 Dividend Aristocrats Index | S&P 500 (-100%) |
| Asset Class | Equity | Equity |
| Listing | US-listed | US-listed |
| Expense Ratio | 0.40% | 0.88% |
| Inception Date | 2015-02-03 | 2006-06-19 |
| Number Of Holdings | 50 | 13 |
| Currency | USD | USD |
| Region | United States | United States |
| Investment Style | Blend | Blend |
| Market Cap | Mid-Cap | Large-Cap |
| Leveraged | Non-leveraged | Leveraged |
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Key Metrics
Performance Metrics
Risk Metrics
Detailed Returns
Benchmark Comparison
Key Metrics
Performance Metrics
Risk Metrics
Detailed Returns
Benchmark Comparison
Performance Analysis
The performance analysis examines historical data to assess the returns of the investment strategy, including key metrics such as Cumulative returns, End of Year (EoY) returns, and risk-adjusted returns like the Sharpe ratio or the Sortino ratio.
Cumulative Returns
End of Year Returns Table
End of Year Returns
Risk Analysis
The risk analysis refers to an assessment of potential negative events that could lead to a loss of capital. Conducting a risk analysis can help in deciding whether an investment should be made. This is done using risk metrics such as drawdowns, volatility and beta which reflect stakeholders' confidence in the consistency of an investment strategy.
Drawdowns
Drawdowns Table
Monte Carlo Simulation
The Monte Carlo simulation is a statistical method used to forecast portfolio returns by generating a wide range of potential outcomes through random sampling from historical asset price data. It helps investors assess the potential risk and return of a portfolio under various market conditions. The simulation takes into account the initial investment and optionally simulates cash flow scenarios like fixed contributions, fixed withdrawals, or percentage withdrawals.
IMPORTANT: The forecast generated through Monte Carlo simulations is purely hypothetical and does not guarantee future returns. Investment decisions should be made with consideration of various factors, and past performance is not indicative of future results.