ROM vs. USA
Compare and contrast key facts about ProShares Ultra Technology (ROM) and Liberty All-Star Equity Fund (USA).
ROM is a passively managed fund by ProShares that tracks the performance of the Dow Jones U.S. Technology Index (200%). It was launched on Jan 30, 2007.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: ROM or USA.
Correlation
The correlation between ROM and USA is 0.79, 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
ROM vs. USA - Performance Comparison
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Key characteristics
ROM:
0.11
USA:
0.50
ROM:
0.66
USA:
0.81
ROM:
1.09
USA:
1.11
ROM:
0.21
USA:
0.51
ROM:
0.57
USA:
1.83
ROM:
17.94%
USA:
4.95%
ROM:
60.43%
USA:
18.31%
ROM:
-83.36%
USA:
-69.05%
ROM:
-14.33%
USA:
-4.09%
Returns By Period
In the year-to-date period, ROM achieves a -5.34% return, which is significantly lower than USA's 1.44% return. Over the past 10 years, ROM has outperformed USA with an annualized return of 29.11%, while USA has yielded a comparatively lower 12.17% annualized return.
ROM
-5.34%
44.59%
-2.82%
6.33%
28.66%
29.11%
USA
1.44%
10.71%
-0.98%
9.07%
16.79%
12.17%
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Risk-Adjusted Performance
ROM vs. USA — Risk-Adjusted Performance Rank
ROM
USA
ROM vs. USA - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for ProShares Ultra Technology (ROM) and Liberty All-Star Equity Fund (USA). 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.
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Dividends
ROM vs. USA - Dividend Comparison
ROM's dividend yield for the trailing twelve months is around 0.23%, less than USA's 10.12% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ROM ProShares Ultra Technology | 0.23% | 0.21% | 0.01% | 0.00% | 0.00% | 0.05% | 0.16% | 0.30% | 0.08% | 0.20% | 0.12% | 0.24% |
USA Liberty All-Star Equity Fund | 10.12% | 10.22% | 9.56% | 12.11% | 9.67% | 9.26% | 9.88% | 12.81% | 9.01% | 9.43% | 9.66% | 6.61% |
Drawdowns
ROM vs. USA - Drawdown Comparison
The maximum ROM drawdown since its inception was -83.36%, which is greater than USA's maximum drawdown of -69.05%. Use the drawdown chart below to compare losses from any high point for ROM and USA. For additional features, visit the drawdowns tool.
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Volatility
ROM vs. USA - Volatility Comparison
ProShares Ultra Technology (ROM) has a higher volatility of 14.84% compared to Liberty All-Star Equity Fund (USA) at 5.56%. This indicates that ROM's price experiences larger fluctuations and is considered to be riskier than USA based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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