ROM vs FGD
Comparison between PROSHARES ULTRA TECHNOLOGY (ROM, ETF) and FIRST TRUST DOW JONES GLOBAL SELECT DIVIDEND INDEX FUND (FGD, ETF).
5-Year PerformanceROM has outperformed FGD, delivering a return of +22.6% compared to +12.2%
ROM vs FGD - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
ROM
$1.30B
Winner
FGD
$1.40B
Expense Ratio
ROM
N/A
FGD
0.55%
Max Drawdown
ROM
83.85%
Winner
FGD
70.20%
Sharpe Ratio
ROM
1.27
Winner
FGD
1.72
5Y Beta
ROM
2.91
Winner
FGD
0.53
P/E Ratio
ROM
39.87
FGD
N/A
Forward P/E
ROM
22.75
FGD
N/A
PEG Ratio
ROM
0.19
FGD
N/A
5Y Dividends CAGR
Winner
ROM
70.41%
FGD
10.00%
5Y EPS CAGR
ROM
35.04%
FGD
N/A
Debt to Equity
ROM
-30.35%
FGD
N/A
P/S Ratio
ROM
8.37
FGD
N/A
P/B Ratio
ROM
10.92
FGD
N/A
ROM vs FGD - Holdings Comparison
ROM and FGD have 2 common holdings. Overlap is 0.09%
ROM's top 25 holdings weight is 81.20%. FGD's top 25 holdings weight is 34.79%.
| Rank | ROM | FGD |
|---|---|---|
| #1 | TECHNOLOGY SELECT SECTOR INDEX SWAP (n/a) - 30.30% | ROBERT HALF INC (RHI) - 2.05% |
| #2 | NVIDIA CORP (NVDA) - 8.24% | HYUNDAI ELEVATOR CO LTD (n/a) - 1.87% |
| #3 | APPLE INC (AAPL) - 7.43% | BANCO BPM SPA (n/a) - 1.71% |
| #4 | MICROSOFT CORP (MSFT) - 4.59% | CAL-MAINE FOODS INC (CALM) - 1.53% |
| #5 | PROSHARES GENIUS MONEY MARKET ETF (IQMM) - 3.23% | LEGAL & GENERAL GROUP PLC (n/a) - 1.51% |
| #6 | BROADCOM INC (AVGO) - 2.96% | ONEMAIN HOLDINGS INC (OMF) - 1.45% |
| #7 | ADVANCED MICRO DEVICES INC (AMD) - 2.74% | THE WESTERN UNION CO (WU) - 1.44% |
| #8 | MICRON TECHNOLOGY INC (MU) - 2.45% | STANDARD LIFE PLC (n/a) - 1.43% |
| #9 | INTEL CORP (INTC) - 2.00% | TELEFONICA SA (TEFOF) - 1.42% |
| #10 | APPLIED MATERIALS INC (AMAT) - 1.85% | OMV AG (n/a) - 1.38% |
| #11 | CISCO SYSTEMS INC (CSCO) - 1.81% | ENAGAS SA (n/a) - 1.36% |
| #12 | LAM RESEARCH CORP (LRCX) - 1.70% | ABERDEEN GROUP PLC (n/a) - 1.35% |
| #13 | n/a (PLTR) - 1.20% | UNICAJA BANCO SA (n/a) - 1.34% |
| #14 | KLA CORP (KLAC) - 1.18% | NATURGY ENERGY GROUP SA (n/a) - 1.33% |
| #15 | PALO ALTO NETWORKS INC (PANW) - 1.12% | ZIGUP PLC (n/a) - 1.32% |
| #16 | TEXAS INSTRUMENTS INC (TXN) - 1.09% | HP INC (HPQ) - 1.31% |
| #17 | SANDISK CORP ORDINARY SHARES (SNDK) - 1.02% | NORTHWEST BANCSHARES INC (NWBI) - 1.31% |
| #18 | ORACLE CORP (ORCL) - 0.85% | B&M EUROPEAN VALUE RETAIL PLC (n/a) - 1.29% |
| #19 | CROWDSTRIKE HOLDINGS INC CLASS A (CRWD) - 0.84% | AKER ASA CLASS A (n/a) - 1.22% |
| #20 | INTERNATIONAL BUSINESS MACHINES CORP (IBM) - 0.80% | TELUS CORP (n/a) - 1.21% |
| #21 | SEAGATE TECHNOLOGY HOLDINGS PLC (STX) - 0.77% | H&R BLOCK INC (HRB) - 1.21% |
| #22 | AMPHENOL CORP CLASS A (APH) - 0.76% | SIGNIFY NV (n/a) - 1.20% |
| #23 | MARVELL TECHNOLOGY INC (MRVL) - 0.76% | T. ROWE PRICE GROUP INC (TROW) - 1.19% |
| #24 | WESTERN DIGITAL CORP (WDC) - 0.76% | CARREFOUR (n/a) - 1.18% |
| #25 | ANALOG DEVICES INC (ADI) - 0.75% | LOGISTA INTEGRAL SA (n/a) - 1.18% |
| Total Holdings | 77 | 106 |
ROM vs FGD - Historical Returns
Returns include dividend reinvestment.
1M
ROM
-12.71%
Winner
FGD
+3.79%
3M
Winner
ROM
+31.00%
FGD
+3.92%
6M
Winner
ROM
+47.79%
FGD
+11.07%
1Y
Winner
ROM
+71.97%
FGD
+27.17%
5Y(CAGR)
Winner
ROM
+22.64%
FGD
+12.17%
10Y(CAGR)
Winner
ROM
+39.04%
FGD
+9.94%
Max(CAGR)
Winner
ROM
+24.09%
FGD
+6.07%
ROM vs FGD - Annual Returns (2007 - 2026)
Returns include dividend reinvestment.
| Year | ROM | FGD |
|---|---|---|
| 2026 | +46.15% | +12.56% |
| 2025 | +36.55% | +44.34% |
| 2024 | +39.28% | +6.10% |
| 2023 | +134.47% | +8.21% |
| 2022 | -64.26% | -7.94% |
| 2021 | +84.04% | +21.01% |
| 2020 | +73.72% | -5.99% |
| 2019 | +100.98% | +20.71% |
| 2018 | -12.83% | -13.23% |
| 2017 | +78.53% | +16.88% |
| 2016 | +29.65% | +13.11% |
| 2015 | +4.04% | -10.18% |
| 2014 | +41.91% | -0.01% |
| 2013 | +46.88% | +16.37% |
| 2012 | +15.56% | +13.69% |
| 2011 | -9.21% | -3.02% |
| 2010 | +16.03% | +10.29% |
| 2009 | +127.14% | +58.23% |
| 2008 | -72.21% | -50.12% |
| 2007 | +19.09% | +2.70% |
ROM vs FGD Drawdown Comparison
The maximum drawdown for ROM was -83.37%, occurring on Mar 9, 2009. Recovery took 1503 trading sessions.
The maximum drawdown for FGD was -68.07%, occurring on Mar 9, 2009. Recovery took 1359 trading sessions.
The current ROM drawdown is -19.01%.
| Rank | ROM | FGD |
|---|---|---|
| #1 | -83.37% Oct 31, 2007 - Oct 21, 2013 | -68.07% Nov 29, 2007 - Apr 25, 2013 |
| #2 | -67.55% Dec 27, 2021 - Jun 11, 2024 | -44.84% Feb 12, 2020 - Jan 13, 2021 |
| #3 | -54.94% Feb 19, 2020 - Jul 6, 2020 | -28.68% Feb 9, 2022 - May 14, 2024 |
| #4 | -48.10% Jul 10, 2024 - Jul 3, 2025 | -28.08% Jul 3, 2014 - Jul 19, 2017 |
| #5 | -44.35% Aug 29, 2018 - Apr 22, 2019 | -20.87% Jan 26, 2018 - Feb 12, 2020 |
| #6 | -32.33% Oct 29, 2025 - Apr 22, 2026 | -11.50% Mar 19, 2025 - Apr 24, 2025 |
| #7 | -30.79% Dec 4, 2015 - Jul 27, 2016 | -10.80% May 8, 2013 - Sep 10, 2013 |
| #8 | -29.01% May 27, 2015 - Nov 4, 2015 | -9.82% Feb 20, 2026 - Jul 16, 2026 |
| #9 | -26.42% Sep 2, 2020 - Dec 16, 2020 | -9.10% Jun 7, 2021 - Jan 11, 2022 |
| #10 | -24.81% Apr 25, 2019 - Jul 12, 2019 | -8.98% Sep 26, 2024 - Mar 7, 2025 |
| #11 | -23.51% Jun 2, 2026 - Jul 17, 2026 | -6.40% May 17, 2024 - Jul 31, 2024 |
| #12 | -21.62% Feb 12, 2021 - Apr 8, 2021 | -6.14% Jan 14, 2021 - Feb 16, 2021 |
| #13 | -20.54% Jan 26, 2018 - Feb 26, 2018 | -5.66% Dec 31, 2013 - Feb 18, 2014 |
| #14 | -20.17% Mar 12, 2018 - Jun 4, 2018 | -5.36% Jul 31, 2024 - Aug 19, 2024 |
| #15 | -19.54% Jul 19, 2007 - Oct 2, 2007 | -4.95% Oct 29, 2013 - Dec 30, 2013 |
Correlation
Correlation between ROM and FGD is 0.91 which considered as a very strong positive correlation - the stocks move almost identically together.
0.91
-101
Dividend Comparison (2007 - 2026)
ROM vs FGD dividend yield comparison.
| Year | ROM | FGD |
|---|---|---|
| 2026 | 0.02% | 1.87% |
| 2025 | 0.24% | 5.62% |
| 2024 | 0.21% | 5.87% |
| 2023 | 0.01% | 6.44% |
| 2022 | 0.00% | 5.74% |
| 2021 | 0.00% | 5.35% |
| 2020 | 0.05% | 6.17% |
| 2019 | 0.16% | 5.19% |
| 2018 | 0.30% | 5.88% |
| 2017 | 0.08% | 4.01% |
| 2016 | 0.20% | 4.36% |
| 2015 | 0.12% | 5.07% |
| 2014 | 0.24% | 5.18% |
| 2013 | 0.03% | 4.51% |
| 2012 | 0.00% | 4.93% |
| 2011 | 0.00% | 5.15% |
| 2010 | 0.00% | 4.23% |
| 2009 | 0.10% | 3.13% |
| 2008 | 0.65% | 9.79% |
| 2007 | 3.09% | 0.52% |
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