Compare · 3 funds side by side · dividends reinvested

ROMO, IQLT and VO

ROMOStrategy Shares×IQLTiShares×VOVanguard×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$14,457IQLT · best of the three

02 / 04

ROMO, IQLT and VO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Mid-Cap ETFUS Stock Styles · Mid cap0.03%1.35%+13.6%+15.6%+18.8%+6.8%−8.2%13.1%$103B1.5

iShares MSCI Intl Quality Factor ETFUS Stock Styles · Factor0.30%2.35%+13.5%+18.1%+17.4%+7.7%−10.4%15.7%$13.8B1.9

Strategy Shares Newfound/ReSolve Robust Momentum ETFUS Stock Styles · Factor1.29%8.43%+5.2%+7.3%+14.4%+5.3%−11.2%14.9%$25M2.6

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 9, 2026 · returns include dividends · since: ROMO 2019 · IQLT 2015 · VO 2004

Head to Head

Swap sides Versus in desk

Head to Head

Strategy Shares Newfound/ReSolve Robust Momentum ETF · $25M$12,945

ROMO

IQLT

iShares MSCI Intl Quality Factor ETF · $13.8B$14,457

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

ROMOMeasureIQLT

+5.2%Year to dateJan 1 → Nov 9+13.5%

+7.3%1 yearTotal return+18.1%

+14.4%3 years · per year$10,000 became $14,955 · $16,183+17.4%

+5.3%5 years · per year$10,000 became $12,945 · $14,457+7.7%

1.29%Expense ratio$129 · $30 a year on $10k · lower is better0.30%

8.43%Trailing 12-mo yield$843 · $235 a year on $10k2.35%

−11.2%Worst dropSmaller is better−10.4%

14.9%VolatilityLower is calmer15.7%

ROMOIQLT Winner of the row, in its colourEach row: the bigger of the two fills its side

2–6IQLT wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

ROMO vs IQLT: Top 5 Holdings

Today

ROMO

99.7%in top 5

IQLT

in top 513.9%

ROMOStockIQLT

77.5%IVVnot top 5

9.0%SHYnot top 5

7.9%IEFAnot top 5

4.9%IEMGnot top 5

not top 5ASML.AS4.8%

not top 5ALV.DE2.8%

not top 5ROP.SW2.5%

not top 5NESN.SW1.9%

not top 5NOVN.SW1.9%

0.4%IEFnot top 5

Held in common0.0%

End-of-day Nov 9, 2026 · share of each fund

ROMO vs IQLT Returns, Every Period

Strategy SharesROMO

+5.3%

5 years, per year

IQLTiShares

+7.7%

5 years, per year

ROMOIQLTFaded: behind in that period

0–4IQLT wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

ROMO vs IQLT

YTD

Strategy SharesROMO

+5.2%

IQLTiShares

+13.5%

+5.2%Year to date+13.5%

−11.2%Worst drop · 1Y−10.4%

14.9%Volatility · 1Y15.7%

8.4%Yield2.4%

$24.5MAssets$13.8B

2–2level

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: ROMO, IQLT, VO

Today

0.03%lowest, VO

FundExpense ratioFee$10k

VO0.03%$3

IQLT0.30%$30

ROMO1.29%$129

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: ROMO, IQLT, VO

8.43%highest, ROMO

FundTrailing yieldYield$10k

ROMO8.43%$843

IQLT2.35%$235

VO1.35%$135

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$714most kept, ROMO

ROMO$843 − $129 = $714

IQLT$235 − $30 = $205

VO$135 − $3 = $132

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: ROMO, IQLT, VO

Today

0.0%most shared, ROMO and IQLT

ROMOIQLTVO

ROMO—0.0%0.0%

IQLT0.0%—0.0%

VO0.0%0.0%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+18.1%IQLT, at 15.7% volatility

VOWorst drop−8.2%13.1% vol

ROMOWorst drop−11.2%14.9% vol

IQLTWorst drop−10.4%15.7% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

ROMOVO

+5.2%Year to date+13.6%

8.4%Yield1.4%

+7.3%Past year+15.6%

1.29%Fee0.03%

3–1VO wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026