Compare · 2 funds side by side · dividends reinvested

ROMO and IWF

ROMOStrategy Shares×IWFiShares×

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,559IWF · best of the two

02 / 04

ROMO and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Strategy Shares Newfound/ReSolve Robust Momentum ETFUS Stock Styles · Factor1.29%8.31%+6.7%+7.2%+15.8%+5.8%−11.2%14.3%$25M1.4

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.37%−0.1%−3.0%+22.3%+10.6%−15.6%18.3%$121B1.6

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 4, 2026 · returns include dividends · since: ROMO 2019 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

Strategy Shares Newfound/ReSolve Robust Momentum ETF · $25M$13,247

ROMO

IWF

iShares Russell 1000 Growth ETF · $121B$16,559

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

ROMOMeasureIWF

+6.7%Year to dateJan 1 → Nov 4−0.1%

+7.2%1 yearTotal return−3.0%

+15.8%3 years · per year$10,000 became $15,515 · $18,310+22.3%

+5.8%5 years · per year$10,000 became $13,247 · $16,559+10.6%

1.29%Expense ratio$129 · $18 a year on $10k · lower is better0.18%

8.31%Trailing 12-mo yield$831 · $37 a year on $10k0.37%

−11.2%Worst dropSmaller is better−15.6%

14.3%VolatilityLower is calmer18.3%

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

5–3ROMO wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

ROMO vs IWF: Top 5 Holdings

Today

ROMO

99.7%in top 5

IWF

in top 539.3%

ROMOStockIWF

77.7%IVVnot top 5

not top 5NVDA15.1%

8.8%SHYnot top 5

not top 5AAPL8.1%

7.8%IEFAnot top 5

not top 5MSFT6.1%

not top 5GOOGL5.1%

5.0%IEMGnot top 5

not top 5AVGO4.8%

0.4%IEFnot top 5

Held in common0.0%

End-of-day Nov 4, 2026 · share of each fund

ROMO vs IWF Returns, Every Period

Strategy SharesROMO

+5.8%

5 years, per year

IWFiShares

+10.6%

5 years, per year

ROMOIWFFaded: behind in that period

2–2Level

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

ROMO vs IWF

YTD

Strategy SharesROMO

+6.7%

IWFiShares

−0.1%

+6.7%Year to date−0.1%

−11.2%Worst drop · 1Y−15.6%

14.3%Volatility · 1Y18.3%

8.3%Yield0.4%

$25.0MAssets$121B

4–0ROMO wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: ROMO, IWF

Today

0.18%lowest, IWF

FundExpense ratioFee$10k

IWF0.18%$18

ROMO1.29%$129

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: ROMO, IWF

8.31%highest, ROMO

FundTrailing yieldYield$10k

ROMO8.31%$831

IWF0.37%$37

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$702most kept, ROMO

ROMO$831 − $129 = $702

IWF$37 − $18 = $19

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: ROMO, IWF

Today

0.0%most shared, ROMO and IWF

ROMOIWF

ROMO—0.0%

IWF0.0%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+7.2%ROMO, at 14.3% volatility

ROMOWorst drop−11.2%14.3% vol

IWFWorst drop−15.6%18.3% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

ROMOIWF

+6.7%Year to date−0.1%

8.3%Yield0.4%

+7.2%Past year−3.0%

1.29%Fee0.18%

3–1ROMO wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

VUG vs SCHG

YTD

VanguardVUG

+6.3%

SCHGSchwab

+6.8%

+6.3%Year to date+6.8%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$62.5B

1–1level

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026