UYG vs. ROM
Compare and contrast key facts about ProShares Ultra Financials (UYG) and ProShares Ultra Technology (ROM).
UYG and ROM are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. UYG is a passively managed fund by ProShares that tracks the performance of the Dow Jones U.S. Financials Index (200%). It was launched on Jan 30, 2007. 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. Both UYG and ROM are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: UYG or ROM.
Correlation
The correlation between UYG and ROM is 0.84, 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
UYG vs. ROM - Performance Comparison
Key characteristics
UYG:
0.65
ROM:
-0.05
UYG:
1.12
ROM:
0.35
UYG:
1.16
ROM:
1.05
UYG:
0.67
ROM:
-0.06
UYG:
3.18
ROM:
-0.16
UYG:
8.25%
ROM:
16.86%
UYG:
40.27%
ROM:
60.13%
UYG:
-97.90%
ROM:
-83.36%
UYG:
-19.90%
ROM:
-31.97%
Returns By Period
In the year-to-date period, UYG achieves a -4.87% return, which is significantly higher than ROM's -24.83% return. Over the past 10 years, UYG has underperformed ROM with an annualized return of 14.18%, while ROM has yielded a comparatively higher 26.21% annualized return.
UYG
-4.87%
-10.87%
1.01%
28.04%
28.35%
14.18%
ROM
-24.83%
-8.36%
-24.56%
-2.96%
25.59%
26.21%
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UYG vs. ROM - Expense Ratio Comparison
Both UYG and ROM have an expense ratio of 0.95%.
Risk-Adjusted Performance
UYG vs. ROM — Risk-Adjusted Performance Rank
UYG
ROM
UYG vs. ROM - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for ProShares Ultra Financials (UYG) 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
UYG vs. ROM - Dividend Comparison
UYG's dividend yield for the trailing twelve months is around 0.82%, more than ROM's 0.29% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
UYG ProShares Ultra Financials | 0.82% | 0.51% | 0.79% | 0.77% | 4.82% | 0.66% | 0.89% | 1.28% | 0.56% | 0.76% | 0.72% | 0.57% |
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
UYG vs. ROM - Drawdown Comparison
The maximum UYG drawdown since its inception was -97.90%, which is greater than ROM's maximum drawdown of -83.36%. Use the drawdown chart below to compare losses from any high point for UYG and ROM. For additional features, visit the drawdowns tool.
Volatility
UYG vs. ROM - Volatility Comparison
The current volatility for ProShares Ultra Financials (UYG) is 27.34%, while ProShares Ultra Technology (ROM) has a volatility of 37.17%. This indicates that UYG 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.