ROM vs. USA
ROM (ProShares Ultra Technology) is Leveraged Equities fund tracking the S&P Technology Select Sector Index (200%), while USA (Liberty All-Star Equity Fund) is a stock. Over the past 10 years, ROM returned 37.52%/yr vs 12.11%/yr for USA. Their 0.68 correlation means they have sometimes moved together and sometimes differently.
Performance
ROM vs. USA - Performance Comparison
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Returns By Period
In the year-to-date period, ROM achieves a 37.33% return, which is significantly higher than USA's 0.57% return. Over the past 10 years, ROM has outperformed USA with an annualized return of 37.52%, while USA has yielded a comparatively lower 12.11% annualized return.
ROM
- 1D
- -0.50%
- 1M
- -7.06%
- 6M
- 38.35%
- YTD
- 37.33%
- 1Y
- 66.51%
- 3Y*
- 40.16%
- 5Y*
- 20.19%
- 10Y*
- 37.52%
- ALL TIME*
- 23.64%
USA
- 1D
- 0.00%
- 1M
- 3.10%
- 6M
- 1.24%
- YTD
- 0.57%
- 1Y
- 0.97%
- 3Y*
- 5.91%
- 5Y*
- 2.63%
- 10Y*
- 12.11%
- ALL TIME*
- 7.78%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $8.11M | $7.91M | $10.36M | |
| $8.20M | $9.40M | $8.31M |
ROM vs. USA - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
ROM ProShares Ultra Technology | 37.33% | 35.63% | 31.65% | 130.70% | -63.86% | 77.75% | 80.42% | 102.10% | -9.89% | 81.11% |
USA Liberty All-Star Equity Fund | 0.57% | 0.09% | 20.81% | 23.17% | -25.20% | 33.76% | 12.89% | 39.70% | -5.06% | 34.66% |
Correlation
The correlation between ROM and USA is 0.57, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.57 |
Correlation (3Y) Balances recent behavior with more history. | 0.62 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.68 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.65 |
Correlation (All Time) Calculated using the full available price history since Feb 1, 2007 | 0.68 |
The correlation between ROM and USA shifts across timeframes, from 0.57 (1 year) to 0.68 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
ROM vs. USA — Risk / Return Rank
ROM
USA
ROM vs. USA - Risk-Adjusted Trends 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| ROM | USA | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.19 | ||
| Sortino ratioReturn per unit of downside risk | +1.62 | ||
| Omega ratioGain probability vs. loss probability | 1.21 | 1.01 | +0.20 |
| Calmar ratioReturn relative to maximum drawdown | 1.84 | -0.03 | +1.87 |
| Martin ratioReturn relative to average drawdown | 4.64 | -0.08 | +4.72 |
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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 -69.15%. Use the drawdown chart below to compare losses from any high point for ROM and USA.
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Drawdown Indicators
| ROM | USA | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -83.36% | -69.15% | -14.21% |
Max Drawdown (1Y)Largest decline over 1 year | -32.33% | -13.65% | -18.68% |
Max Drawdown (3Y)Largest decline over 3 years | -48.10% | -17.69% | -30.41% |
Max Drawdown (5Y)Largest decline over 5 years | -67.55% | -34.05% | -33.50% |
Max Drawdown (10Y)Largest decline over 10 years | -67.55% | -47.07% | -20.48% |
Current DrawdownCurrent decline from peak | -24.28% | -4.83% | -19.45% |
Average DrawdownAverage peak-to-trough decline | -20.84% | -11.50% | -9.34% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 12.79% | 5.16% | +7.63% |
Volatility
ROM vs. USA - Volatility Comparison
ProShares Ultra Technology (ROM) has a higher volatility of 18.85% compared to Liberty All-Star Equity Fund (USA) at 3.74%. 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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Volatility by Period
| ROM | USA | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 18.85% | 3.74% | +15.11% |
Volatility (6M)Calculated over the trailing 6-month period | 43.73% | 10.80% | +32.93% |
Volatility (1Y)Calculated over the trailing 1-year period | 51.28% | 14.11% | +37.17% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 53.25% | 20.11% | +33.14% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 50.57% | 22.56% | +28.01% |
Dividends
ROM vs. USA - Dividend Comparison
ROM's dividend yield for the trailing twelve months is around 0.07%, less than USA's 11.53% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ROM ProShares Ultra Technology | 0.07% | 0.24% | 0.21% | 0.01% | 0.00% | 0.00% | 0.05% | 0.16% | 0.30% | 0.08% | 0.20% | 0.12% |
USA Liberty All-Star Equity Fund | 11.53% | 10.67% | 10.22% | 9.56% | 12.11% | 9.67% | 9.13% | 9.75% | 12.64% | 8.89% | 9.30% | 9.53% |
Frequently Asked Questions
ROM and USA have a correlation of 0.57, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
ROM has higher volatility (18.85%) compared to USA (3.74%). In terms of maximum drawdown, ROM dropped -83.36% vs USA's -69.15%.
ROM currently has the higher Sharpe Ratio (1.16 vs -0.03), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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