ROM ranks 3rd and UGE 12th of 95 funds in the Leveraged Long (2x & Other) Category.
ROM vs UGE
ROM −0.02pt a year
0.93%0.95%
ROM 1.3×the volume
47.7K37.3K
ROM +26.9pt
+36.6%+9.7%
ROM vs UGE Performance
+126.1%−18.7%
- ROM 0.93%, better
- UGE 0.95%
- ROM $1.15B
- UGE $11M
- ROM +26.5%
- UGE +33.7%, better
- ROM 0.03%
- UGE 1.92%, better
- ROM 85
- UGE 34
- ROM 47.7K sh, better
- UGE 37.3K sh
- ROM $132.18
- UGE $21.14
ETF.net Grade
| Pillar | ROM | UGE |
|---|---|---|
| Cost | A70Higher | C51 |
| Mission | ||
| Risk | B56 | A75Higher |
| Tradability | A88Higher | B65 |
| Holdings | ||
| Durability | A81Higher | B63 |
Rank among Leveraged Long (2x & Other) funds
Same Category. ROM and UGE are both graded against the same 95 Leveraged Long (2x & Other) funds, so their Grades compare head to head.
Our read on each fund
ROMA
UGEB
In short
ROM The original 2x tech trade. Since 2007, ROM has aimed at twice the daily move of the S&P 500's technology sector: a double dose in a category now stacked with triples.
UGE Leverage pointed at the market's sleepiest aisle. UGE aims for twice the daily move of the S&P 500's consumer staples names, the soap-soda-and-cereal corner, and it has been doing it since 2007.
Stated mandate
ROM ROM seeks daily investment results, before fees and expenses, corresponding to twice the daily performance of the S&P Technology Select Sector SM Index.
UGE The fund seeks daily returns, before fees and expenses, equal to twice the daily performance of the S&P Consumer Staples Select Sector Index.
Why people hold it
Worth knowing
ROM vs UGE Holdings
How we measure overlap
Each holding counts at its smaller weight in the two funds, summed over the full Holdings. Sector, country and asset class use the same rule on each fund’s split. Cash, FX and derivative lines stay out of the counts. Two bond funds get no overlap figure.
ROM vs UGE Cost
Overpaying UGE vs ROM
$330
On $10,000 over 30 years. 7% growth a year before fees, expense ratio only.
ROM 0.93%
$17,539
UGE 0.95%
$17,869
Cost over time
Year by year
| Year | ROM | UGE | Overpaying |
|---|---|---|---|
| 10 | $1,644 | $1,678 | $34 |
| 20 | $6,199 | $6,322 | $123 |
| 30 | $17,539 | $17,869 | $330 |
- 0.93%ROM, cheaper
- 0.95%UGE
- Middle half of Leveraged Long (2x & Other) funds
- Median 0.95%
ROM 29th cheapest of 95 funds
UGE 32nd cheapest of 95 funds
ROM vs UGE Dividends
- ROM 0.03%
- UGE 1.92%, better
- ROM $0.04
- UGE $0.41
- ROM $0.02
- UGE $0.10
- ROM Mar 25, 2026
- UGE Sep 23, 2026
- ROM Mar 31, 2026
- UGE Sep 29, 2026
- ROM Quarterly
- UGE Quarterly
Distribution history
ROM vs UGE Risk
Fall from peak · 5 years
- ROM
- UGE
Risk facts
- Volatility
- ROM 49.3%UGE 26.3%, better
- Return per unit of risk
- ROM 0.97, betterUGE 0.55
- Worst fall
- ROM −67.6%UGE −56.5%, better
- Market sensitivity
- ROM 3.09UGE 0.80
Popular comparisons
- 0.93% · 0.89%
- Same Category. Both funds are graded against the same funds, so their Grades compare head to head.
- 0.95% · 0.89%
- Same Category. Both funds are graded against the same funds, so their Grades compare head to head.
- 0.93% · 0.93%
- Same Category. Both funds are graded against the same funds, so their Grades compare head to head.
- 0.95% · 0.93%
- Same Category. Both funds are graded against the same funds, so their Grades compare head to head.
- 0.93% · 0.95%
- Same Category. Both funds are graded against the same funds, so their Grades compare head to head.
- 0.95% · 0.95%
- Same Category. Both funds are graded against the same funds, so their Grades compare head to head.