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Mid-Cap to Small-Cap Trade
- 19 minutes ago
- 1 min read

Year-to-date, ProShares Russell 2000 Dividend Growers ETF (SMDV) is ahead of the ProShares S&P 400 Mid-Cap 400 Dividend Aristocrates ETF (REGL), but small-caps are beating mid-caps by more. Here is a look at the action since late 2022:

In Q3 so far, REGL has advanced 2.6%, while SMDV has declined by 0.3%. I am swapping some REGL for some SMDV.
The trades:
Sell 50 REGL at $93.91
Buy 75 SMDV at $76.81
The updated model portfolio:




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