Compare · 3 funds side by side · dividends reinvested

ROMO, QUAL and VUG

ROMOStrategy Shares×QUALiShares×VUGVanguard×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,248QUAL · best of the three

02 / 04

ROMO, QUAL and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares MSCI USA Quality Factor ETFUS Stock Styles · Factor0.15%0.83%+15.0%+16.9%+21.9%+11.5%−9.0%12.1%$49.1B1.4

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%$25M2.3

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.40%+6.3%+3.4%+25.4%+11.4%−16.1%18.2%$233B2.4

Rank among the three1st → 3rdFee, 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 · QUAL 2013 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

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

ROMO

QUAL

iShares MSCI USA Quality Factor ETF · $49.1B$17,248

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

ROMOMeasureQUAL

+6.7%Year to dateJan 1 → Nov 4+15.0%

+7.2%1 yearTotal return+16.9%

+15.8%3 years · per year$10,000 became $15,515 · $18,098+21.9%

+5.8%5 years · per year$10,000 became $13,247 · $17,248+11.5%

1.29%Expense ratio$129 · $15 a year on $10k · lower is better0.15%

8.31%Trailing 12-mo yield$831 · $83 a year on $10k0.83%

−11.2%Worst dropSmaller is better−9.0%

14.3%VolatilityLower is calmer12.1%

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

1–7QUAL 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 QUAL: Top 5 Holdings

Today

ROMO

99.7%in top 5

QUAL

in top 529.6%

ROMOStockQUAL

77.7%IVVnot top 5

8.8%SHYnot top 5

not top 5MSFT8.0%

7.8%IEFAnot top 5

not top 5AAPL7.1%

not top 5NVDA6.0%

5.0%IEMGnot top 5

not top 5LLY4.5%

not top 5META4.1%

0.4%IEFnot top 5

Held in common0.0%

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

ROMO vs QUAL Returns, Every Period

Strategy SharesROMO

+5.8%

5 years, per year

QUALiShares

+11.5%

5 years, per year

ROMOQUALFaded: behind in that period

0–4QUAL wins

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

ROMO vs QUAL

YTD

Strategy SharesROMO

+6.7%

QUALiShares

+15.0%

+6.7%Year to date+15.0%

−11.2%Worst drop · 1Y−9.0%

14.3%Volatility · 1Y12.1%

8.3%Yield0.8%

$25.0MAssets$49.1B

3–1QUAL wins

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

Cost, Income and Risk

Fees: ROMO, QUAL, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

QUAL0.15%$15

ROMO1.29%$129

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

Yields: ROMO, QUAL, VUG

8.31%highest, ROMO

FundTrailing yieldYield$10k

ROMO8.31%$831

QUAL0.83%$83

VUG0.40%$40

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

Income After Fees on $10,000

$702most kept, ROMO

ROMO$831 − $129 = $702

QUAL$83 − $15 = $68

VUG$40 − $3 = $37

KeptFee

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

Overlap: ROMO, QUAL, VUG

Today

43.3%most shared, QUAL and VUG

ROMOQUALVUG

ROMO—0.0%0.0%

QUAL0.0%—43.3%

VUG0.0%43.3%—

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

Return vs Bumpiness: 3 ETFs

+16.9%QUAL, at 12.1% volatility

QUALWorst drop−9.0%12.1% vol

ROMOWorst drop−11.2%14.3% vol

VUGWorst drop−16.1%18.2% vol

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

Paid More vs Made More

YTD

ROMOQUAL

+6.7%Year to date+15.0%

8.3%Yield0.8%

+7.2%Past year+16.9%

1.29%Fee0.15%

3–1QUAL wins

End-of-day Nov 4, 2026

Popular Pairs Near These Three

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