Compare · 3 funds side by side · dividends reinvested

ROMO, SCHD and IWF

ROMOStrategy Shares×SCHDSchwab×IWFiShares×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,459SCHD · best of the three

02 / 04

ROMO, SCHD and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.96%+33.2%+39.1%+19.6%+10.5%−6.9%11.8%$122B1.3

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%$25M2.3

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.38%−2.5%−2.2%+19.8%+9.7%−14.6%19.5%$118B2.5

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 · SCHD 2011 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

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

ROMO

IWF

iShares Russell 1000 Growth ETF · $118B$15,892

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

ROMOMeasureIWF

+5.2%Year to dateJan 1 → Nov 9−2.5%

+7.3%1 yearTotal return−2.2%

+14.4%3 years · per year$10,000 became $14,955 · $17,207+19.8%

+5.3%5 years · per year$10,000 became $12,945 · $15,892+9.7%

1.29%Expense ratio$129 · $18 a year on $10k · lower is better0.18%

8.43%Trailing 12-mo yield$843 · $38 a year on $10k0.38%

−11.2%Worst dropSmaller is better−14.6%

14.9%VolatilityLower is calmer19.5%

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

5–3ROMO 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 IWF: Top 5 Holdings

Today

ROMO

99.7%in top 5

IWF

in top 539.7%

ROMOStockIWF

77.5%IVVnot top 5

not top 5NVDA14.3%

9.0%SHYnot top 5

not top 5AAPL8.8%

7.9%IEFAnot top 5

not top 5MSFT6.5%

not top 5GOOGL5.5%

4.9%IEMGnot top 5

not top 5AVGO4.5%

0.4%IEFnot top 5

Held in common0.0%

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

ROMO vs IWF Returns, Every Period

Strategy SharesROMO

+5.3%

5 years, per year

IWFiShares

+9.7%

5 years, per year

ROMOIWFFaded: behind in that period

2–2Level

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

Stocks vs Income: ROMO vs SCHD

YTD

Strategy SharesROMO

+5.2%

SCHDSchwab

+33.2%

+5.2%Year to date+33.2%

−11.2%Worst drop · 1Y−6.9%

14.9%Volatility · 1Y11.8%

8.4%Yield3.0%

$24.5MAssets$122B

3–1SCHD wins

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

Cost, Income and Risk

Fees: ROMO, SCHD, IWF

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

IWF0.18%$18

ROMO1.29%$129

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

Yields: ROMO, SCHD, IWF

8.43%highest, ROMO

FundTrailing yieldYield$10k

ROMO8.43%$843

SCHD2.96%$296

IWF0.38%$38

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

Income After Fees on $10,000

$714most kept, ROMO

ROMO$843 − $129 = $714

SCHD$296 − $6 = $290

IWF$38 − $18 = $20

KeptFee

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

Overlap: ROMO, SCHD, IWF

Today

3.6%most shared, SCHD and IWF

ROMOSCHDIWF

ROMO—0.0%0.0%

SCHD0.0%—3.6%

IWF0.0%3.6%—

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

Return vs Bumpiness: 3 ETFs

+39.1%SCHD, at 11.8% volatility

SCHDWorst drop−6.9%11.8% vol

ROMOWorst drop−11.2%14.9% vol

IWFWorst drop−14.6%19.5% vol

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

Paid More vs Made More

YTD

ROMOSCHD

+5.2%Year to date+33.2%

8.4%Yield3.0%

+7.3%Past year+39.1%

1.29%Fee0.06%

3–1SCHD wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

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

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

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