Compare · 2 funds side by side · dividends reinvested

ROMO and JEPI

ROMOStrategy Shares×JEPIJ.P. Morgan×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$14,118JEPI · best of the two

02 / 04

ROMO and JEPI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%8.09%+5.3%+8.2%+10.7%+7.1%−6.7%8.8%$46.8B1.3

Strategy Shares Newfound/ReSolve Robust Momentum ETFUS Stock Styles · Factor1.29%8.62%+2.9%+3.9%+14.0%+4.8%−11.2%14.8%$25M1.8

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

End-of-day Nov 6, 2026 · returns include dividends · since: ROMO 2019 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

Strategy Shares Newfound/ReSolve Robust Momentum ETF · $25M$12,628

ROMO

JEPI

JPMorgan Equity Premium Income ETF · $46.8B$14,118

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

ROMOMeasureJEPI

+2.9%Year to dateJan 1 → Nov 6+5.3%

+3.9%1 yearTotal return+8.2%

+14.0%3 years · per year$10,000 became $14,821 · $13,562+10.7%

+4.8%5 years · per year$10,000 became $12,627 · $14,118+7.1%

1.29%Expense ratio$129 · $35 a year on $10k · lower is better0.35%

8.62%Trailing 12-mo yield$862 · $809 a year on $10k8.09%

−11.2%Worst dropSmaller is better−6.7%

14.8%VolatilityLower is calmer8.8%

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

2–6JEPI wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

ROMO vs JEPI: Top 5 Holdings

Today

ROMO

99.7%in top 5

JEPI

in top 59.9%

ROMOStockJEPI

77.4%IVVnot top 5

9.0%SHYnot top 5

8.0%IEFAnot top 5

4.8%IEMGnot top 5

not top 5MA2.1%

not top 5MSFT2.0%

not top 5AAPL2.0%

not top 5MMM1.9%

not top 5NEE1.9%

0.4%IEFnot top 5

Held in common0.0%

End-of-day Nov 6, 2026 · share of each fund

ROMO vs JEPI Returns, Every Period

Strategy SharesROMO

+4.8%

5 years, per year

JEPIJ.P. Morgan

+7.1%

5 years, per year

ROMOJEPIFaded: behind in that period

1–3JEPI wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

Stocks vs Income: ROMO vs JEPI

YTD

Strategy SharesROMO

+2.9%

JEPIJ.P. Morgan

+5.3%

+2.9%Year to date+5.3%

−11.2%Worst drop · 1Y−6.7%

14.8%Volatility · 1Y8.8%

8.6%Yield8.1%

$25.0MAssets$46.8B

3–1JEPI wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: ROMO, JEPI

Today

0.35%lowest, JEPI

FundExpense ratioFee$10k

JEPI0.35%$35

ROMO1.29%$129

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: ROMO, JEPI

8.62%highest, ROMO

FundTrailing yieldYield$10k

ROMO8.62%$862

JEPI8.09%$809

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$774most kept, JEPI

JEPI$809 − $35 = $774

ROMO$862 − $129 = $733

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: ROMO, JEPI

Today

0.0%most shared, ROMO and JEPI

ROMOJEPI

ROMO—0.0%

JEPI0.0%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+8.2%JEPI, at 8.8% volatility

JEPIWorst drop−6.7%8.8% vol

ROMOWorst drop−11.2%14.8% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

ROMOJEPI

+2.9%Year to date+5.3%

8.6%Yield8.1%

+3.9%Past year+8.2%

1.29%Fee0.35%

3–1JEPI wins

End-of-day Nov 6, 2026

Popular Pairs Near These Two

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026