Compare · 2 funds side by side · dividends reinvested

ROMO and MTUM

ROMOStrategy Shares×MTUMiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$15,425MTUM · best of the two

02 / 04

ROMO and MTUM, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares MSCI USA Momentum Factor ETFUS Stock Styles · Factor0.15%0.68%+9.4%+8.4%+26.9%+9.1%−20.8%27.9%$17.4B1.4

Strategy Shares Newfound/ReSolve Robust Momentum ETFUS Stock Styles · Factor1.05%8.31%+6.7%+7.2%+15.8%+5.8%−11.2%14.3%$25M1.6

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 · MTUM 2013

Head to Head

Swap sides Versus in desk

Head to Head

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

ROMO

MTUM

iShares MSCI USA Momentum Factor ETF · $17.4B$15,425

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

ROMOMeasureMTUM

+6.7%Year to dateJan 1 → Nov 4+9.4%

+7.2%1 yearTotal return+8.4%

+15.8%3 years · per year$10,000 became $15,515 · $20,414+26.9%

+5.8%5 years · per year$10,000 became $13,247 · $15,425+9.1%

1.05%Expense ratio$105 · $15 a year on $10k · lower is better0.15%

8.31%Trailing 12-mo yield$831 · $68 a year on $10k0.68%

−11.2%Worst dropSmaller is better−20.8%

14.3%VolatilityLower is calmer27.9%

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

3–5MTUM 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 MTUM: Top 5 Holdings

Today

ROMO

99.7%in top 5

MTUM

in top 521.0%

ROMOStockMTUM

77.7%IVVnot top 5

8.8%SHYnot top 5

7.8%IEFAnot top 5

not top 5AMD5.6%

not top 5MU5.0%

5.0%IEMGnot top 5

not top 5JNJ3.7%

not top 5CSCO3.6%

not top 5XOM3.1%

0.4%IEFnot top 5

Held in common0.0%

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

ROMO vs MTUM Returns, Every Period

Strategy SharesROMO

+5.8%

5 years, per year

MTUMiShares

+9.1%

5 years, per year

ROMOMTUMFaded: behind in that period

0–4MTUM wins

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

ROMO vs MTUM

YTD

Strategy SharesROMO

+6.7%

MTUMiShares

+9.4%

+6.7%Year to date+9.4%

−11.2%Worst drop · 1Y−20.8%

14.3%Volatility · 1Y27.9%

8.3%Yield0.7%

$25.1MAssets$17.4B

3–1ROMO wins

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

Cost, Income and Risk

Fees: ROMO, MTUM

Today

0.15%lowest, MTUM

FundExpense ratioFee$10k

MTUM0.15%$15

ROMO1.05%$105

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

Yields: ROMO, MTUM

8.31%highest, ROMO

FundTrailing yieldYield$10k

ROMO8.31%$831

MTUM0.68%$68

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

Income After Fees on $10,000

$726most kept, ROMO

ROMO$831 − $105 = $726

MTUM$68 − $15 = $53

KeptFee

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

Overlap: ROMO, MTUM

Today

0.0%most shared, ROMO and MTUM

ROMOMTUM

ROMO—0.0%

MTUM0.0%—

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

Return vs Bumpiness: 2 ETFs

+8.4%MTUM, at 27.9% volatility

ROMOWorst drop−11.2%14.3% vol

MTUMWorst drop−20.8%27.9% vol

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

Paid More vs Made More

YTD

ROMOMTUM

+6.7%Year to date+9.4%

8.3%Yield0.7%

+7.2%Past year+8.4%

1.05%Fee0.15%

3–1MTUM wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$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%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026