ROE vs. EUSA

Last updated Apr 2, 2026

Compare and contrast key facts about Astoria US Equal Weight Quality Kings ETF (ROE) and iShares MSCI USA Equal Weighted ETF (EUSA).

ROE and EUSA are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. ROE is an actively managed fund by Astoria. It was launched on Jul 31, 2023. EUSA is a passively managed fund by iShares that tracks the performance of the MSCI USA Index. It was launched on May 5, 2010.

Performance

ROE vs. EUSA - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Astoria US Equal Weight Quality Kings ETF (ROE) and iShares MSCI USA Equal Weighted ETF (EUSA). The values are adjusted to include any dividend payments, if applicable.

ROE vs. EUSA - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023
ROE Astoria US Equal Weight Quality Kings ETF	1.29%	17.20%	18.34%	4.29%
EUSA iShares MSCI USA Equal Weighted ETF	-0.88%	10.24%	14.64%	4.25%

Returns By Period

In the year-to-date period, ROE achieves a 1.29% return, which is significantly higher than EUSA's -0.88% return.

ROE

• 1D: 0.54%
• 1M: -4.79%
• YTD: 1.29%
• 6M: 2.88%
• 1Y: 22.69%
• 3Y*: —
• 5Y*: —
• 10Y*: —

EUSA

• 1D: 0.33%
• 1M: -5.30%
• YTD: -0.88%
• 6M: -0.11%
• 1Y: 10.76%
• 3Y*: 12.34%
• 5Y*: 6.88%
• 10Y*: 10.84%

*Multi-year figures are annualized to reflect compound growth (CAGR)

ROE vs. EUSA - Expense Ratio Comparison

ROE has a 0.49% expense ratio, which is higher than EUSA's 0.15% expense ratio.

ROE

Astoria US Equal Weight Quality Kings ETF

EUSA

iShares MSCI USA Equal Weighted ETF

Return for Risk

ROE vs. EUSA — Risk / Return Rank

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

ROE

ROE Risk / Return Rank: 68
ROE Sharpe Ratio Rank: 65
ROE Sortino Ratio Rank: 67
ROE Omega Ratio Rank: 65
ROE Calmar Ratio Rank: 68
ROE Martin Ratio Rank: 76

EUSA

EUSA Risk / Return Rank: 34
EUSA Sharpe Ratio Rank: 32
EUSA Sortino Ratio Rank: 33
EUSA Omega Ratio Rank: 33
EUSA Calmar Ratio Rank: 34
EUSA Martin Ratio Rank: 41

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

ROE vs. EUSA - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Astoria US Equal Weight Quality Kings ETF (ROE) and iShares MSCI USA Equal Weighted ETF (EUSA). 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.

	ROE	EUSA	Difference
Sharpe ratio Return per unit of total volatility	1.19	0.63	+0.56
Sortino ratio Return per unit of downside risk	1.76	1.01	+0.75
Omega ratio Gain probability vs. loss probability	1.25	1.14	+0.11
Calmar ratio Return relative to maximum drawdown	1.89	0.89	+1.01
Martin ratio Return relative to average drawdown	8.86	4.05	+4.81
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

ROE vs. EUSA - Sharpe Ratio Comparison

The current ROE Sharpe Ratio is 1.19, which is higher than the EUSA Sharpe Ratio of 0.63. The chart below compares the historical Sharpe Ratios of ROE and EUSA, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

Sharpe Ratios by Period

	ROE	EUSA	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	1.19	0.63	+0.56
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	—	0.41	—
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	—	0.59	—
Sharpe Ratio (All Time) Calculated using the full available price history	0.97	0.67	+0.30

Correlation

The correlation between ROE and EUSA is 0.91, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.

Dividends

ROE vs. EUSA - Dividend Comparison

ROE's dividend yield for the trailing twelve months is around 1.12%, less than EUSA's 1.68% yield.

	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
ROE Astoria US Equal Weight Quality Kings ETF	1.12%	0.97%	1.18%	0.68%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%
EUSA iShares MSCI USA Equal Weighted ETF	1.68%	1.63%	1.47%	1.53%	1.73%	1.23%	1.45%	1.49%	2.01%	1.50%	1.59%	2.21%

Drawdowns

ROE vs. EUSA - Drawdown Comparison

The maximum ROE drawdown since its inception was -19.10%, smaller than the maximum EUSA drawdown of -39.16%. Use the drawdown chart below to compare losses from any high point for ROE and EUSA.

Drawdown Indicators

	ROE	EUSA	Difference
Max Drawdown Largest peak-to-trough decline	-19.10%	-39.16%	+20.06%
Max Drawdown (1Y) Largest decline over 1 year	-12.22%	-12.37%	+0.15%
Max Drawdown (5Y) Largest decline over 5 years	—	-25.24%	—
Max Drawdown (10Y) Largest decline over 10 years	—	-39.16%	—
Current Drawdown Current decline from peak	-5.64%	-5.38%	-0.26%
Average Drawdown Average peak-to-trough decline	-2.70%	-4.63%	+1.93%
Ulcer Index Depth and duration of drawdowns from previous peaks	2.61%	2.70%	-0.09%

Volatility

ROE vs. EUSA - Volatility Comparison

Astoria US Equal Weight Quality Kings ETF (ROE) has a higher volatility of 5.63% compared to iShares MSCI USA Equal Weighted ETF (EUSA) at 4.68%. This indicates that ROE's price experiences larger fluctuations and is considered to be riskier than EUSA based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	ROE	EUSA	Difference
Volatility (1M) Calculated over the trailing 1-month period	5.63%	4.68%	+0.95%
Volatility (6M) Calculated over the trailing 6-month period	11.31%	9.16%	+2.15%
Volatility (1Y) Calculated over the trailing 1-year period	19.17%	17.21%	+1.96%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	15.90%	16.95%	-1.05%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	15.90%	18.33%	-2.43%