Compare · 3 funds side by side · dividends reinvested

ROMO, SCHD and IJH

ROMOStrategy Shares×SCHDSchwab×IJHiShares×

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,428SCHD · best of the three

Story of the three · IncomeMost incomeROMO · 8.47% · $847 a year on $10k

Story of the three · RiskSmallest drop

ROMO, SCHD and IJH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.94%+33.8%+38.8%+19.5%+10.4%−6.9%11.8%$122B1.3

iShares Core S&P Mid-Cap ETFUS Stock Styles · Mid cap0.05%1.22%+13.2%+15.7%+16.0%+6.9%−8.8%15.7%$125B2.1

Strategy Shares Newfound/ReSolve Robust Momentum ETFUS Stock Styles · Factor1.29%8.47%+4.8%+6.7%+13.9%+5.1%−11.2%14.9%$25M2.6

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 10, 2026 · returns include dividends · since: ROMO 2019 · SCHD 2011 · IJH 2000

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Strategy Shares Newfound/ReSolve Robust Momentum ETF · $25M$12,816

ROMO

SCHD

Schwab U.S. Dividend Equity ETF · $122B$16,428

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

ROMO

More Ways to See the Pairs

ROMO vs SCHD: Top 5 Holdings

Today

ROMO

99.7%in top 5

SCHD

in top 521.4%

ROMOStockSCHD

77.6%IVVnot top 5

8.8%SHYnot top 5

7.9%IEFAnot top 5

5.0%IEMGnot top 5

not top 5PG4.4%

Cost, Income and Risk

Fees: ROMO, SCHD, IJH

Today

0.05%lowest, IJH

FundExpense ratioFee$10k

IJH0.05%$5

SCHD0.06%$6

ROMO1.29%$129

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

Yields: ROMO, SCHD, IJH

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+33.8%

VIGVanguard

+15.1%

+33.8%Year to date+15.1%

2.9%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 10, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.0%

JEPIJ.P. Morgan

+7.6%

SPYM vs SPY

YTD

SPDRSPYM

+10.9%

SPYSPDR

+10.8%

Measure

SCHD

+4.8%Year to dateJan 1 → Nov 10+33.8%

+6.7%1 yearTotal return+38.8%

+13.9%3 years · per year$10,000 became $14,780 · $17,062+19.5%

+5.1%5 years · per year$10,000 became $12,816 · $16,428+10.4%

1.29%Expense ratio$129 · $6 a year on $10k · lower is better0.06%

8.47%Trailing 12-mo yield$847 · $294 a year on $10k2.94%

−11.2%Worst dropSmaller is better−6.9%

14.9%VolatilityLower is calmer11.8%

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

1–7SCHD wins

End-of-day Nov 10, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5TXN4.3%

not top 5KO4.3%

not top 5HD4.3%

not top 5AMGN4.1%

0.4%IEFnot top 5

Held in common0.0%

End-of-day Nov 10, 2026 · share of each fund

ROMO vs SCHD Returns, Every Period

5Y

Strategy SharesROMO

+5.1%

5 years, per year

SCHDSchwab

+10.4%

5 years, per year

ROMOSCHDFaded: behind in that period

0–4SCHD wins

End-of-day Nov 10, 2026 · dividends in · faded = behind in that period

Stocks vs Income: ROMO vs SCHD

YTD

Strategy SharesROMO

+4.8%

SCHDSchwab

+33.8%

+4.8%Year to date+33.8%

−11.2%Worst drop · 1Y−6.9%

14.9%Volatility · 1Y11.8%

8.5%Yield2.9%

$24.5MAssets$122B

3–1SCHD wins

End-of-day Nov 10, 2026 · smaller drop and lower volatility win

1Y

8.47%highest, ROMO

FundTrailing yieldYield$10k

ROMO8.47%$847

SCHD2.94%$294

IJH1.22%$122

End-of-day Nov 10, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$718most kept, ROMO

ROMO$847 − $129 = $718

SCHD$294 − $6 = $288

IJH$122 − $5 = $117

KeptFee

End-of-day Nov 10, 2026 · yield in dollars minus the fee

Overlap: ROMO, SCHD, IJH

Today

3.5%most shared, SCHD and IJH

ROMOSCHDIJH

ROMO—0.0%0.0%

SCHD0.0%—3.5%

IJH0.0%3.5%—

End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+38.8%SCHD, at 11.8% volatility

SCHDWorst drop−6.9%11.8% vol

ROMOWorst drop−11.2%14.9% vol

IJHWorst drop−8.8%15.7% vol

End-of-day Nov 10, 2026 · up and left is better

Paid More vs Made More

YTD

ROMOSCHD

+4.8%Year to date+33.8%

8.5%Yield2.9%

+6.7%Past year+38.8%

1.29%Fee0.06%

3–1SCHD wins

End-of-day Nov 10, 2026

+6.0%Year to date+7.6%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 10, 2026

+10.9%Year to date+10.8%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 10, 2026

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ROMO, SCHD and IJH

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three