Compare · 3 funds side by side · dividends reinvested

ROMO, SPY and IVV

ROMOStrategy Shares×SPYSPDR×IVViShares×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,151IVV · best of the three

02 / 04

ROMO, SPY and IVV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.09%+13.4%+13.5%+24.2%+12.6%−8.9%12.9%$887B1.4

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%0.99%+13.3%+13.4%+24.1%+12.6%−8.9%12.9%$805B1.9

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%$25M2.8

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

End-of-day Nov 5, 2026 · returns include dividends · since: ROMO 2019 · SPY 1993 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

Strategy Shares Newfound/ReSolve Robust Momentum ETF · $25M$12,648

ROMO

SPY

State Street SPDR S&P 500 ETF · $805B$17,099

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

ROMOMeasureSPY

+6.7%Year to dateJan 1 → Nov 5+13.3%

+7.2%1 yearTotal return+13.4%

+15.8%3 years · per year$10,000 became $15,515 · $19,132+24.1%

+5.8%5 years · per year$10,000 became $13,247 · $18,060+12.6%

1.29%Expense ratio$129 · $9 a year on $10k · lower is better0.09%

8.31%Trailing 12-mo yield$831 · $99 a year on $10k0.99%

−11.2%Worst dropSmaller is better−8.9%

14.3%VolatilityLower is calmer12.9%

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

1–7SPY wins

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

More Ways to See the Pairs

ROMO vs SPY: Top 5 Holdings

Today

ROMO

99.7%in top 5

SPY

in top 527.7%

ROMOStockSPY

77.8%IVVnot top 5

8.6%SHYnot top 5

7.9%IEFAnot top 5

not top 5AAPL7.7%

not top 5NVDA7.3%

not top 5MSFT6.2%

4.9%IEMGnot top 5

not top 5AMZN3.9%

not top 5GOOGL2.6%

0.4%IEFnot top 5

Held in common0.0%

End-of-day Nov 5, 2026 · share of each fund

ROMO vs SPY Returns, Every Period

Strategy SharesROMO

+5.8%

5 years, per year

SPYSPDR

+12.6%

5 years, per year

ROMOSPYFaded: behind in that period

0–4SPY wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

Stocks vs Core: ROMO vs IVV

YTD

Strategy SharesROMO

+6.7%

IVViShares

+13.4%

+6.7%Year to date+13.4%

−11.2%Worst drop · 1Y−8.9%

14.3%Volatility · 1Y12.9%

8.3%Yield1.1%

$25.0MAssets$887B

3–1IVV wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: ROMO, SPY, IVV

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

SPY0.09%$9

ROMO1.29%$129

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: ROMO, SPY, IVV

8.31%highest, ROMO

FundTrailing yieldYield$10k

ROMO8.31%$831

IVV1.09%$109

SPY0.99%$99

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$702most kept, ROMO

ROMO$831 − $129 = $702

IVV$109 − $3 = $106

SPY$99 − $9 = $90

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: ROMO, SPY, IVV

Today

99.9%most shared, SPY and IVV

ROMOSPYIVV

ROMO—0.0%0.0%

SPY0.0%—99.9%

IVV0.0%99.9%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+13.5%IVV, at 12.9% volatility

SPYWorst drop−8.9%12.9% vol

IVVWorst drop−8.9%12.9% vol

ROMOWorst drop−11.2%14.3% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

ROMOIVV

+6.7%Year to date+13.4%

8.3%Yield1.1%

+7.2%Past year+13.5%

1.29%Fee0.03%

3–1IVV wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 5, 2026

VOO vs IVV

YTD

VanguardVOO

+13.4%

IVViShares

+13.4%

+13.4%Year to date+13.4%

1.1%Yield1.1%

$1.00TAssets$887B

0–0level

End-of-day Nov 5, 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 5, 2026