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 43.20%/yr vs 12.30%/yr for USA. A 0.68 correlation means they provide meaningful diversification when combined.
Performance
ROM vs. USA - Performance Comparison
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Returns By Period
In the year-to-date period, ROM achieves a 68.28% return, which is significantly higher than USA's -3.80% return. Over the past 10 years, ROM has outperformed USA with an annualized return of 43.20%, while USA has yielded a comparatively lower 12.30% annualized return.
ROM
- 1D
- 1.04%
- 1M
- 11.73%
- YTD
- 68.28%
- 6M
- 64.98%
- 1Y
- 131.63%
- 3Y*
- 55.44%
- 5Y*
- 28.14%
- 10Y*
- 43.20%
USA
- 1D
- -1.38%
- 1M
- -1.55%
- YTD
- -3.80%
- 6M
- -3.34%
- 1Y
- -2.47%
- 3Y*
- 7.46%
- 5Y*
- 1.42%
- 10Y*
- 12.30%
ROM vs. USA - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
ROM ProShares Ultra Technology | 68.28% | 35.63% | 31.65% | 130.70% | -63.86% | 77.75% | 80.42% | 102.10% | -9.89% | 81.11% |
USA Liberty All-Star Equity Fund | -3.80% | 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 0.61, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.61 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.64 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.68 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.66 |
Correlation (All Time) Calculated using the full available price history since Feb 1, 2007 | 0.68 |
The correlation between ROM and USA has been stable across timeframes, ranging from 0.61 to 0.68 - a consistent structural relationship.
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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 | +3.04 | ||
| Sortino ratioReturn per unit of downside risk | +3.16 | ||
| Omega ratioGain probability vs. loss probability | 1.41 | 0.98 | +0.42 |
| Calmar ratioReturn relative to maximum drawdown | 4.10 | -0.16 | +4.26 |
| Martin ratioReturn relative to average drawdown | 12.05 | -0.38 | +12.43 |
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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% | -15.28% | -17.05% |
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 | -7.22% | -8.97% | +1.75% |
Average DrawdownAverage peak-to-trough decline | -20.85% | -11.51% | -9.34% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 10.97% | 6.50% | +4.47% |
Volatility
ROM vs. USA - Volatility Comparison
ProShares Ultra Technology (ROM) has a higher volatility of 23.70% compared to Liberty All-Star Equity Fund (USA) at 4.42%. 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 | 23.70% | 4.42% | +19.28% |
Volatility (6M)Calculated over the trailing 6-month period | 38.65% | 10.75% | +27.90% |
Volatility (1Y)Calculated over the trailing 1-year period | 46.41% | 13.92% | +32.49% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 52.40% | 20.30% | +32.10% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 50.24% | 22.59% | +27.65% |
Dividends
ROM vs. USA - Dividend Comparison
ROM's dividend yield for the trailing twelve months is around 0.14%, less than USA's 11.89% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ROM ProShares Ultra Technology | 0.14% | 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 | 11.89% | 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 0.61, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
ROM has higher volatility (23.70%) compared to USA (4.42%). In terms of maximum drawdown, ROM dropped -83.36% vs USA's -69.15%.
ROM currently has the higher Sharpe Ratio (2.86 vs -0.18), 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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