Compare · 3 funds side by side · dividends reinvested

ROMO, JEPQ and VUG

ROMOStrategy Shares×JEPQJ.P. Morgan×VUGVanguard×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,565VUG · best of the three

02 / 04

ROMO, JEPQ and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.39%+6.6%+9.2%+18.2%[…]−11.5%16.9%$40.7B1.6

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%$25M2.0

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+4.2%+4.7%+22.9%+10.6%−15.1%19.1%$233B2.3

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 · JEPQ 2022 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

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

ROMO

JEPQ

JPMorgan Nasdaq Equity Premium Income ETF · $40.7B[…]

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

ROMOMeasureJEPQ

+5.2%Year to dateJan 1 → Nov 9+6.6%

+7.3%1 yearTotal return+9.2%

+14.4%3 years · per year$10,000 became $14,955 · $16,495+18.2%

+5.3%5 years · per year$10,000 became $12,945 · […][…]

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

8.43%Trailing 12-mo yield$843 · $1,239 a year on $10k12.39%

−11.2%Worst dropSmaller is better−11.5%

14.9%VolatilityLower is calmer16.9%

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

2–5JEPQ 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 JEPQ: Top 5 Holdings

Today

ROMO

99.7%in top 5

JEPQ

in top 528.6%

ROMOStockJEPQ

77.5%IVVnot top 5

9.0%SHYnot top 5

7.9%IEFAnot top 5

not top 5AAPL7.3%

not top 5NVDA6.7%

not top 5MSFT6.0%

4.9%IEMGnot top 5

not top 5GOOG4.4%

not top 5AMZN4.3%

0.4%IEFnot top 5

Held in common0.0%

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

ROMO vs JEPQ Returns, Every Period

Strategy SharesROMO

+7.3%

past year

JEPQJ.P. Morgan

+9.2%

past year

ROMOJEPQFaded: behind in that period

0–3JEPQ wins

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

Stocks vs Income: ROMO vs JEPQ

YTD

Strategy SharesROMO

+5.2%

JEPQJ.P. Morgan

+6.6%

+5.2%Year to date+6.6%

−11.2%Worst drop · 1Y−11.5%

14.9%Volatility · 1Y16.9%

8.4%Yield12.4%

$24.5MAssets$40.7B

2–2level

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

Cost, Income and Risk

Fees: ROMO, JEPQ, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

JEPQ0.35%$35

ROMO1.29%$129

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

Yields: ROMO, JEPQ, VUG

12.39%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.39%$1,239

ROMO8.43%$843

VUG0.41%$41

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

Income After Fees on $10,000

$1,204most kept, JEPQ

JEPQ$1,239 − $35 = $1,204

ROMO$843 − $129 = $714

VUG$41 − $3 = $38

KeptFee

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

Overlap: ROMO, JEPQ, VUG

Today

51.8%most shared, JEPQ and VUG

ROMOJEPQVUG

ROMO—0.0%0.0%

JEPQ0.0%—51.8%

VUG0.0%51.8%—

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

Return vs Bumpiness: 3 ETFs

+9.2%JEPQ, at 16.9% volatility

ROMOWorst drop−11.2%14.9% vol

JEPQWorst drop−11.5%16.9% vol

VUGWorst drop−15.1%19.1% vol

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

Paid More vs Made More

YTD

JEPQROMO

+6.6%Year to date+5.2%

12.4%Yield8.4%

+9.2%Past year+7.3%

0.35%Fee1.29%

4–0JEPQ wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

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

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

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

$233BAssets$61.4B

1–1level

End-of-day Nov 9, 2026

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