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EQRR vs. FDRR
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between EQRR and FDRR is 0.63, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.


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Performance

EQRR vs. FDRR - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in ProShares Equities for Rising Rates ETF (EQRR) and Fidelity Dividend ETF for Rising Rates (FDRR). The values are adjusted to include any dividend payments, if applicable.

60.00%80.00%100.00%120.00%140.00%AugustSeptemberOctoberNovemberDecember2025
67.40%
122.09%
EQRR
FDRR

Key characteristics

Sharpe Ratio

EQRR:

0.67

FDRR:

1.61

Sortino Ratio

EQRR:

1.04

FDRR:

2.24

Omega Ratio

EQRR:

1.13

FDRR:

1.29

Calmar Ratio

EQRR:

0.84

FDRR:

2.45

Martin Ratio

EQRR:

1.84

FDRR:

9.81

Ulcer Index

EQRR:

4.95%

FDRR:

1.91%

Daily Std Dev

EQRR:

13.46%

FDRR:

11.67%

Max Drawdown

EQRR:

-57.92%

FDRR:

-36.52%

Current Drawdown

EQRR:

-7.90%

FDRR:

-4.68%

Returns By Period

In the year-to-date period, EQRR achieves a 1.19% return, which is significantly higher than FDRR's -1.16% return.


EQRR

YTD

1.19%

1M

-2.58%

6M

-0.59%

1Y

11.14%

5Y*

8.85%

10Y*

N/A

FDRR

YTD

-1.16%

1M

-3.12%

6M

3.44%

1Y

18.88%

5Y*

10.49%

10Y*

N/A

*Annualized

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


EQRR vs. FDRR - Expense Ratio Comparison

EQRR has a 0.35% expense ratio, which is higher than FDRR's 0.29% expense ratio.


Expense ratio chart for EQRR: current value at 0.35% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.35%
Expense ratio chart for FDRR: current value at 0.29% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.29%

Risk-Adjusted Performance

EQRR vs. FDRR — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

EQRR
The Risk-Adjusted Performance Rank of EQRR is 3737
Overall Rank
The Sharpe Ratio Rank of EQRR is 3737
Sharpe Ratio Rank
The Sortino Ratio Rank of EQRR is 3737
Sortino Ratio Rank
The Omega Ratio Rank of EQRR is 3636
Omega Ratio Rank
The Calmar Ratio Rank of EQRR is 4545
Calmar Ratio Rank
The Martin Ratio Rank of EQRR is 3030
Martin Ratio Rank

FDRR
The Risk-Adjusted Performance Rank of FDRR is 7474
Overall Rank
The Sharpe Ratio Rank of FDRR is 7373
Sharpe Ratio Rank
The Sortino Ratio Rank of FDRR is 7373
Sortino Ratio Rank
The Omega Ratio Rank of FDRR is 7373
Omega Ratio Rank
The Calmar Ratio Rank of FDRR is 7676
Calmar Ratio Rank
The Martin Ratio Rank of FDRR is 7777
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

EQRR vs. FDRR - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for ProShares Equities for Rising Rates ETF (EQRR) and Fidelity Dividend ETF for Rising Rates (FDRR). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.


The chart of Sharpe ratio for EQRR, currently valued at 0.79, compared to the broader market0.002.004.000.791.61
The chart of Sortino ratio for EQRR, currently valued at 1.21, compared to the broader market-2.000.002.004.006.008.0010.001.212.24
The chart of Omega ratio for EQRR, currently valued at 1.15, compared to the broader market0.501.001.502.002.503.001.151.29
The chart of Calmar ratio for EQRR, currently valued at 0.98, compared to the broader market0.005.0010.0015.000.982.45
The chart of Martin ratio for EQRR, currently valued at 2.14, compared to the broader market0.0020.0040.0060.0080.00100.002.149.81
EQRR
FDRR

The current EQRR Sharpe Ratio is 0.67, which is lower than the FDRR Sharpe Ratio of 1.61. The chart below compares the historical Sharpe Ratios of EQRR and FDRR, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio0.001.002.003.004.00AugustSeptemberOctoberNovemberDecember2025
0.79
1.61
EQRR
FDRR

Dividends

EQRR vs. FDRR - Dividend Comparison

EQRR's dividend yield for the trailing twelve months is around 2.14%, less than FDRR's 2.64% yield.


TTM202420232022202120202019201820172016
EQRR
ProShares Equities for Rising Rates ETF
2.14%2.17%2.76%2.34%1.71%2.17%2.05%2.47%0.69%0.00%
FDRR
Fidelity Dividend ETF for Rising Rates
2.64%2.61%2.93%2.75%2.09%2.85%2.89%3.20%2.89%0.61%

Drawdowns

EQRR vs. FDRR - Drawdown Comparison

The maximum EQRR drawdown since its inception was -57.92%, which is greater than FDRR's maximum drawdown of -36.52%. Use the drawdown chart below to compare losses from any high point for EQRR and FDRR. For additional features, visit the drawdowns tool.


-10.00%-8.00%-6.00%-4.00%-2.00%0.00%AugustSeptemberOctoberNovemberDecember2025
-7.90%
-4.68%
EQRR
FDRR

Volatility

EQRR vs. FDRR - Volatility Comparison

The current volatility for ProShares Equities for Rising Rates ETF (EQRR) is 3.71%, while Fidelity Dividend ETF for Rising Rates (FDRR) has a volatility of 4.02%. This indicates that EQRR experiences smaller price fluctuations and is considered to be less risky than FDRR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


2.00%3.00%4.00%5.00%6.00%AugustSeptemberOctoberNovemberDecember2025
3.71%
4.02%
EQRR
FDRR