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ROMO vs. QTR
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

ROMO vs. QTR - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Strategy Shares Newfound/ReSolve Robust Momentum ETF (ROMO) and Global X NASDAQ 100 Tail Risk ETF (QTR). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, ROMO achieves a 6.18% return, which is significantly lower than QTR's 16.64% return.


ROMO

1D
-0.27%
1M
0.64%
YTD
6.18%
6M
6.21%
1Y
18.57%
3Y*
14.40%
5Y*
6.88%
10Y*

QTR

1D
-0.28%
1M
2.78%
YTD
16.64%
6M
15.67%
1Y
32.82%
3Y*
21.67%
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

ROMO vs. QTR - Yearly Performance Comparison


2026 (YTD)20252024202320222021
ROMO
Strategy Shares Newfound/ReSolve Robust Momentum ETF
6.18%9.29%20.68%11.05%-18.88%5.24%
QTR
Global X NASDAQ 100 Tail Risk ETF
16.64%14.52%21.46%45.53%-29.94%4.16%

Correlation

The correlation between ROMO and QTR is 0.77, 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

0.77

Correlation (3Y)
Calculated over the trailing 3-year period

0.82

Correlation (All Time)
Calculated using the full available price history since Aug 26, 2021

0.70

The correlation between ROMO and QTR shifts across timeframes, from 0.70 (all time) to 0.82 (3 years), reflecting how their relationship changes across market environments.

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Return for Risk

ROMO vs. QTR — Risk / Return Rank

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

ROMO
ROMO Risk / Return Rank: 3838
Overall Rank
ROMO Sharpe Ratio Rank: 3939
Sharpe Ratio Rank
ROMO Sortino Ratio Rank: 3737
Sortino Ratio Rank
ROMO Omega Ratio Rank: 3939
Omega Ratio Rank
ROMO Calmar Ratio Rank: 3434
Calmar Ratio Rank
ROMO Martin Ratio Rank: 3939
Martin Ratio Rank

QTR
QTR Risk / Return Rank: 6060
Overall Rank
QTR Sharpe Ratio Rank: 6666
Sharpe Ratio Rank
QTR Sortino Ratio Rank: 6161
Sortino Ratio Rank
QTR Omega Ratio Rank: 6363
Omega Ratio Rank
QTR Calmar Ratio Rank: 5656
Calmar Ratio Rank
QTR Martin Ratio Rank: 5454
Martin Ratio Rank
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.

ROMO vs. QTR - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Strategy Shares Newfound/ReSolve Robust Momentum ETF (ROMO) and Global X NASDAQ 100 Tail Risk ETF (QTR). 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.


ROMOQTRDifference
Sharpe ratioReturn per unit of total volatility

-0.76

Sortino ratioReturn per unit of downside risk

-0.89

Omega ratioGain probability vs. loss probability

1.25

1.37

-0.12

Calmar ratioReturn relative to maximum drawdown

1.67

2.68

-1.01

Martin ratioReturn relative to average drawdown

5.95

9.00

-3.05

ROMO vs. QTR - Sharpe Ratio Comparison

The current ROMO Sharpe Ratio is 1.33, which is lower than the QTR Sharpe Ratio of 2.09. The chart below compares the historical Sharpe Ratios of ROMO and QTR, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Drawdowns

ROMO vs. QTR - Drawdown Comparison

The maximum ROMO drawdown since its inception was -28.66%, smaller than the maximum QTR drawdown of -31.72%. Use the drawdown chart below to compare losses from any high point for ROMO and QTR.


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Drawdown Indicators


ROMOQTRDifference

Max Drawdown

Largest peak-to-trough decline

-28.66%

-31.72%

+3.06%

Max Drawdown (1Y)

Largest decline over 1 year

-11.16%

-12.29%

+1.13%

Max Drawdown (3Y)

Largest decline over 3 years

-14.09%

-18.99%

+4.90%

Max Drawdown (5Y)

Largest decline over 5 years

-20.26%

Current Drawdown

Current decline from peak

-1.76%

-1.09%

-0.67%

Average Drawdown

Average peak-to-trough decline

-8.26%

-8.78%

+0.52%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.13%

3.66%

-0.53%

Volatility

ROMO vs. QTR - Volatility Comparison

The current volatility for Strategy Shares Newfound/ReSolve Robust Momentum ETF (ROMO) is 4.34%, while Global X NASDAQ 100 Tail Risk ETF (QTR) has a volatility of 7.99%. This indicates that ROMO experiences smaller price fluctuations and is considered to be less risky than QTR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


ROMOQTRDifference

Volatility (1M)

Calculated over the trailing 1-month period

4.34%

7.99%

-3.65%

Volatility (6M)

Calculated over the trailing 6-month period

11.71%

12.70%

-0.99%

Volatility (1Y)

Calculated over the trailing 1-year period

14.04%

15.82%

-1.78%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

12.14%

18.32%

-6.18%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

14.48%

18.32%

-3.84%

ROMO vs. QTR - Expense Ratio Comparison

ROMO has a 0.82% expense ratio, which is higher than QTR's 0.60% expense ratio.


Dividends

ROMO vs. QTR - Dividend Comparison

ROMO's dividend yield for the trailing twelve months is around 8.36%, less than QTR's 16.09% yield.


PositionTTM2025202420232022202120202019
QTR
Global X NASDAQ 100 Tail Risk ETF
16.09%18.77%0.50%0.53%0.36%1.90%0.00%0.00%
ROMO
Strategy Shares Newfound/ReSolve Robust Momentum ETF
8.36%8.87%0.76%2.42%0.77%0.56%0.97%0.58%

Frequently Asked Questions


ROMO and QTR have a correlation of 0.77, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

QTR has higher volatility (7.99%) compared to ROMO (4.34%). In terms of maximum drawdown, ROMO dropped -28.66% vs QTR's -31.72%.

On 3-year performance, QTR leads with 21.67% vs 14.40% for ROMO. On fees, QTR is cheaper at 0.60% per year. On volatility, ROMO has been the lower-risk option at 4.34%. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 3-year period, QTR has performed better with a 21.67% return vs 14.40%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

QTR is cheaper with a 0.60% expense ratio, compared with 0.82% for ROMO.

QTR has the higher dividend yield at 16.09%, compared with 8.36% for ROMO.

ROMO is categorized as Momentum, while QTR is Nasdaq-100. ROMO tracks Newfound/ReSolve Robust Equity Momentum Index, while QTR tracks NASDAQ-100 Quarterly Protective Put 90 Index. They also come from different issuers: Rational Capital LLC and Global X. Their fees differ too: 0.82% for ROMO and 0.60% for QTR.

QTR currently has the higher Sharpe Ratio (2.09 vs 1.33), 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.

Portfolio Optimizer

Find the right allocation for ROMO and QTR

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