USA vs. ROM
Compare and contrast key facts about Liberty All-Star Equity Fund (USA) and ProShares Ultra Technology (ROM).
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: USA or ROM.
Correlation
The correlation between USA and ROM 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
USA vs. ROM - Performance Comparison
Key characteristics
USA:
0.17
ROM:
-0.05
USA:
0.37
ROM:
0.35
USA:
1.05
ROM:
1.05
USA:
0.18
ROM:
-0.06
USA:
0.68
ROM:
-0.16
USA:
4.62%
ROM:
16.86%
USA:
18.33%
ROM:
60.13%
USA:
-69.05%
ROM:
-83.36%
USA:
-10.09%
ROM:
-31.97%
Returns By Period
In the year-to-date period, USA achieves a -4.90% return, which is significantly higher than ROM's -24.83% return. Over the past 10 years, USA has underperformed ROM with an annualized return of 11.49%, while ROM has yielded a comparatively higher 26.21% annualized return.
USA
-4.90%
-3.21%
-6.04%
4.56%
14.97%
11.49%
ROM
-24.83%
-8.36%
-24.56%
-2.96%
25.59%
26.21%
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Risk-Adjusted Performance
USA vs. ROM — Risk-Adjusted Performance Rank
USA
ROM
USA vs. ROM - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Liberty All-Star Equity Fund (USA) and ProShares Ultra Technology (ROM). 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
USA vs. ROM - Dividend Comparison
USA's dividend yield for the trailing twelve months is around 10.79%, more than ROM's 0.29% yield.
TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
USA Liberty All-Star Equity Fund | 10.79% | 10.22% | 9.56% | 12.11% | 9.67% | 9.26% | 9.88% | 12.81% | 9.01% | 9.43% | 9.66% | 6.61% |
ROM ProShares Ultra Technology | 0.29% | 0.21% | 0.01% | 0.00% | 0.00% | 0.05% | 0.16% | 0.30% | 0.08% | 0.20% | 0.12% | 0.24% |
Drawdowns
USA vs. ROM - Drawdown Comparison
The maximum USA drawdown since its inception was -69.05%, smaller than the maximum ROM drawdown of -83.36%. Use the drawdown chart below to compare losses from any high point for USA and ROM. For additional features, visit the drawdowns tool.
Volatility
USA vs. ROM - Volatility Comparison
The current volatility for Liberty All-Star Equity Fund (USA) is 11.99%, while ProShares Ultra Technology (ROM) has a volatility of 37.17%. This indicates that USA experiences smaller price fluctuations and is considered to be less risky than ROM based on this measure. The chart below showcases a comparison of their rolling one-month volatility.