Compare · 2 funds side by side · dividends reinvested

ROMO and QUAL

ROMOStrategy Shares×QUALiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,737QUAL · best of the two

02 / 04

ROMO and QUAL, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares MSCI USA Quality Factor ETFUS Stock Styles · Factor0.15%0.85%+12.4%+14.1%+21.4%+10.8%−9.0%11.9%$48.0B1.1

Strategy Shares Newfound/ReSolve Robust Momentum ETFUS Stock Styles · Factor1.05%8.43%+5.2%+5.8%+15.5%+5.4%−11.2%14.2%$25M1.9

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

End-of-day Nov 3, 2026 · returns include dividends · since: ROMO 2019 · QUAL 2013

Head to Head

Swap sides Versus in desk

Head to Head

Strategy Shares Newfound/ReSolve Robust Momentum ETF · $25M$13,010

ROMO

QUAL

iShares MSCI USA Quality Factor ETF · $48.0B$16,737

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

ROMOMeasureQUAL

+5.2%Year to dateJan 1 → Nov 3+12.4%

+5.8%1 yearTotal return+14.1%

+15.5%3 years · per year$10,000 became $15,403 · $17,912+21.4%

+5.4%5 years · per year$10,000 became $13,010 · $16,737+10.8%

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

8.43%Trailing 12-mo yield$843 · $85 a year on $10k0.85%

−11.2%Worst dropSmaller is better−9.0%

14.2%VolatilityLower is calmer11.9%

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

1–7QUAL wins

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

More Ways to See the Pairs

ROMO vs QUAL: Top 5 Holdings

Today

ROMO

99.6%in top 5

QUAL

in top 529.8%

ROMOStockQUAL

80.3%IVVnot top 5

8.1%IEFAnot top 5

not top 5MSFT8.0%

not top 5AAPL7.4%

6.1%SHYnot top 5

not top 5NVDA5.9%

5.0%IEMGnot top 5

not top 5LLY4.5%

not top 5META4.0%

0.1%IEFnot top 5

Held in common0.0%

End-of-day Nov 3, 2026 · share of each fund

ROMO vs QUAL Returns, Every Period

Strategy SharesROMO

+5.4%

5 years, per year

QUALiShares

+10.8%

5 years, per year

ROMOQUALFaded: behind in that period

0–4QUAL wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

ROMO vs QUAL

YTD

Strategy SharesROMO

+5.2%

QUALiShares

+12.4%

+5.2%Year to date+12.4%

−11.2%Worst drop · 1Y−9.0%

14.2%Volatility · 1Y11.9%

8.4%Yield0.9%

$25.1MAssets$48.0B

3–1QUAL wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: ROMO, QUAL

Today

0.15%lowest, QUAL

FundExpense ratioFee$10k

QUAL0.15%$15

ROMO1.05%$105

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: ROMO, QUAL

8.43%highest, ROMO

FundTrailing yieldYield$10k

ROMO8.43%$843

QUAL0.85%$85

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$738most kept, ROMO

ROMO$843 − $105 = $738

QUAL$85 − $15 = $70

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: ROMO, QUAL

Today

0.0%most shared, ROMO and QUAL

ROMOQUAL

ROMO—0.0%

QUAL0.0%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+14.1%QUAL, at 11.9% volatility

QUALWorst drop−9.0%11.9% vol

ROMOWorst drop−11.2%14.2% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

ROMOQUAL

+5.2%Year to date+12.4%

8.4%Yield0.9%

+5.8%Past year+14.1%

1.05%Fee0.15%

3–1QUAL wins

End-of-day Nov 3, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026