Compare · 3 funds side by side · dividends reinvested

ROMO, SPY and VTI

ROMOStrategy Shares×SPYSPDR×VTIVanguard×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,118SPY · best of the three

02 / 04

ROMO, SPY and VTI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.03%+8.7%+9.7%+21.7%+11.3%−8.9%13.6%$778B1.6

Vanguard Morningstar Total Stock Market ETFLow-Cost Core · Total US market0.03%1.09%+8.9%+9.9%+21.7%+10.4%−8.9%13.7%$689B1.6

Strategy Shares Newfound/ReSolve Robust Momentum ETFUS Stock Styles · Factor1.29%8.62%+2.9%+3.9%+14.0%+4.8%−11.2%14.8%$24M2.8

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

End-of-day Nov 6, 2026 · returns include dividends · since: ROMO 2019 · SPY 1993 · VTI 2001

Head to Head

Swap sides Versus in desk

Head to Head

Strategy Shares Newfound/ReSolve Robust Momentum ETF · $24M$12,628

ROMO

SPY

State Street SPDR S&P 500 ETF · $778B$17,118

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

ROMOMeasureSPY

+2.9%Year to dateJan 1 → Nov 6+8.7%

+3.9%1 yearTotal return+9.7%

+14.0%3 years · per year$10,000 became $14,821 · $18,039+21.7%

+4.8%5 years · per year$10,000 became $12,627 · $17,118+11.3%

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

8.62%Trailing 12-mo yield$862 · $103 a year on $10k1.03%

−11.2%Worst dropSmaller is better−8.9%

14.8%VolatilityLower is calmer13.6%

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

1–7SPY wins

End-of-day Nov 6, 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 527.8%

ROMOStockSPY

77.4%IVVnot top 5

9.0%SHYnot top 5

8.0%IEFAnot top 5

not top 5AAPL7.9%

not top 5NVDA6.9%

not top 5MSFT6.3%

4.8%IEMGnot top 5

not top 5AMZN4.0%

not top 5GOOGL2.6%

0.4%IEFnot top 5

Held in common0.0%

End-of-day Nov 6, 2026 · share of each fund

ROMO vs SPY Returns, Every Period

Strategy SharesROMO

+4.8%

5 years, per year

SPYSPDR

+11.3%

5 years, per year

ROMOSPYFaded: behind in that period

0–4SPY wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

Stocks vs Core: ROMO vs VTI

YTD

Strategy SharesROMO

+2.9%

VTIVanguard

+8.9%

+2.9%Year to date+8.9%

−11.2%Worst drop · 1Y−8.9%

14.8%Volatility · 1Y13.7%

8.6%Yield1.1%

$24.4MAssets$689B

3–1VTI wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: ROMO, SPY, VTI

Today

0.03%lowest, VTI

FundExpense ratioFee$10k

VTI0.03%$3

SPY0.09%$9

ROMO1.29%$129

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: ROMO, SPY, VTI

8.62%highest, ROMO

FundTrailing yieldYield$10k

ROMO8.62%$862

VTI1.09%$109

SPY1.03%$103

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$733most kept, ROMO

ROMO$862 − $129 = $733

VTI$109 − $3 = $106

SPY$103 − $9 = $94

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: ROMO, SPY, VTI

Today

85.5%most shared, SPY and VTI

ROMOSPYVTI

ROMO—0.0%0.0%

SPY0.0%—85.5%

VTI0.0%85.5%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+9.9%VTI, at 13.7% volatility

SPYWorst drop−8.9%13.6% vol

VTIWorst drop−8.9%13.7% vol

ROMOWorst drop−11.2%14.8% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

ROMOVTI

+2.9%Year to date+8.9%

8.6%Yield1.1%

+3.9%Past year+9.9%

1.29%Fee0.03%

3–1VTI wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

VTI vs ITOT

YTD

VanguardVTI

+8.9%

ITOTiShares

+8.8%

+8.9%Year to date+8.8%

1.1%Yield1.0%

$689BAssets$93.2B

2–0VTI wins

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026