Compare · 2 funds side by side · dividends reinvested

ROMO and SPYM

ROMOStrategy Shares×SPYMSPDR×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$18,126SPYM · best of the two

02 / 04

ROMO and SPYM, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR Portfolio S&P 500 ETFLow-Cost Core · S&P 5000.02%1.01%+13.4%+13.5%+24.3%+12.6%−8.9%12.8%$185B1.1

Strategy Shares Newfound/ReSolve Robust Momentum ETFUS Stock Styles · Factor1.05%8.31%+6.7%+7.2%+15.8%+5.8%−11.2%14.3%$25M1.9

Rank among the two1st → 2ndFee, 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 · SPYM 2005

Head to Head

Swap sides Versus in desk

Head to Head

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

ROMO

SPYM

State Street SPDR Portfolio S&P 500 ETF · $185B$18,126

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

ROMOMeasureSPYM

+6.7%Year to dateJan 1 → Nov 4+13.4%

+7.2%1 yearTotal return+13.5%

+15.8%3 years · per year$10,000 became $15,515 · $19,186+24.3%

+5.8%5 years · per year$10,000 became $13,247 · $18,126+12.6%

1.05%Expense ratio$105 · $2 a year on $10k · lower is better0.02%

8.31%Trailing 12-mo yield$831 · $101 a year on $10k1.01%

−11.2%Worst dropSmaller is better−8.9%

14.3%VolatilityLower is calmer12.8%

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

1–7SPYM 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 SPYM: Top 5 Holdings

Today

ROMO

99.7%in top 5

SPYM

in top 527.3%

ROMOStockSPYM

77.7%IVVnot top 5

8.8%SHYnot top 5

7.8%IEFAnot top 5

not top 5NVDA7.7%

not top 5AAPL7.4%

not top 5MSFT5.9%

5.0%IEMGnot top 5

not top 5AMZN3.8%

not top 5GOOGL2.5%

0.4%IEFnot top 5

Held in common0.0%

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

ROMO vs SPYM Returns, Every Period

Strategy SharesROMO

+5.8%

5 years, per year

SPYMSPDR

+12.6%

5 years, per year

ROMOSPYMFaded: behind in that period

0–4SPYM wins

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

Stocks vs Core: ROMO vs SPYM

YTD

Strategy SharesROMO

+6.7%

SPYMSPDR

+13.4%

+6.7%Year to date+13.4%

−11.2%Worst drop · 1Y−8.9%

14.3%Volatility · 1Y12.8%

8.3%Yield1.0%

$25.1MAssets$185B

3–1SPYM wins

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

Cost, Income and Risk

Fees: ROMO, SPYM

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

ROMO1.05%$105

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

Yields: ROMO, SPYM

8.31%highest, ROMO

FundTrailing yieldYield$10k

ROMO8.31%$831

SPYM1.01%$101

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

Income After Fees on $10,000

$726most kept, ROMO

ROMO$831 − $105 = $726

SPYM$101 − $2 = $99

KeptFee

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

Overlap: ROMO, SPYM

Today

0.0%most shared, ROMO and SPYM

ROMOSPYM

ROMO—0.0%

SPYM0.0%—

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

Return vs Bumpiness: 2 ETFs

+13.5%SPYM, at 12.8% volatility

SPYMWorst drop−8.9%12.8% vol

ROMOWorst drop−11.2%14.3% vol

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

Paid More vs Made More

YTD

ROMOSPYM

+6.7%Year to date+13.4%

8.3%Yield1.0%

+7.2%Past year+13.5%

1.05%Fee0.02%

3–1SPYM wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

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%

$121BAssets$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%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026