ROE vs. EUSA
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.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: ROE or EUSA.
Correlation
The correlation between ROE and EUSA is 0.93, 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.
Performance
ROE vs. EUSA - Performance Comparison
Key characteristics
ROE:
1.46
EUSA:
1.49
ROE:
2.05
EUSA:
2.10
ROE:
1.26
EUSA:
1.26
ROE:
2.68
EUSA:
2.52
ROE:
7.22
EUSA:
6.47
ROE:
2.64%
EUSA:
2.73%
ROE:
13.06%
EUSA:
11.84%
ROE:
-11.48%
EUSA:
-39.16%
ROE:
-0.91%
EUSA:
-2.05%
Returns By Period
In the year-to-date period, ROE achieves a 5.03% return, which is significantly higher than EUSA's 4.50% return.
ROE
5.03%
0.31%
7.04%
19.37%
N/A
N/A
EUSA
4.50%
0.08%
9.09%
18.27%
10.52%
10.14%
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ROE vs. EUSA - Expense Ratio Comparison
ROE has a 0.49% expense ratio, which is higher than EUSA's 0.15% expense ratio.
Risk-Adjusted Performance
ROE vs. EUSA — Risk-Adjusted Performance Rank
ROE
EUSA
ROE vs. EUSA - Risk-Adjusted Performance 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.
Dividends
ROE vs. EUSA - Dividend Comparison
ROE's dividend yield for the trailing twelve months is around 1.12%, less than EUSA's 1.41% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ROE Astoria US Equal Weight Quality Kings ETF | 1.12% | 1.18% | 0.68% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
EUSA iShares MSCI USA Equal Weighted ETF | 1.41% | 1.47% | 1.53% | 1.73% | 1.23% | 1.45% | 1.49% | 2.01% | 1.50% | 1.59% | 2.21% | 1.91% |
Drawdowns
ROE vs. EUSA - Drawdown Comparison
The maximum ROE drawdown since its inception was -11.48%, 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. For additional features, visit the drawdowns tool.
Volatility
ROE vs. EUSA - Volatility Comparison
Astoria US Equal Weight Quality Kings ETF (ROE) has a higher volatility of 3.26% compared to iShares MSCI USA Equal Weighted ETF (EUSA) at 2.27%. 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.