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$17,553SPYM · 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%1.03%+11.3%+13.6%+22.0%+11.9%−8.9%13.7%$179B1.1

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%$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 9, 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$12,945

ROMO

SPYM

State Street SPDR Portfolio S&P 500 ETF · $179B$17,553

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

ROMOMeasureSPYM

+5.2%Year to dateJan 1 → Nov 9+11.3%

+7.3%1 yearTotal return+13.6%

+14.4%3 years · per year$10,000 became $14,955 · $18,161+22.0%

+5.3%5 years · per year$10,000 became $12,945 · $17,553+11.9%

1.29%Expense ratio$129 · $2 a year on $10k · lower is better0.02%

8.43%Trailing 12-mo yield$843 · $103 a year on $10k1.03%

−11.2%Worst dropSmaller is better−8.9%

14.9%VolatilityLower is calmer13.7%

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

1–7SPYM 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 SPYM: Top 5 Holdings

Today

ROMO

99.7%in top 5

SPYM

in top 527.8%

ROMOStockSPYM

77.5%IVVnot top 5

9.0%SHYnot top 5

7.9%IEFAnot top 5

not top 5AAPL7.9%

not top 5NVDA7.1%

not top 5MSFT6.2%

4.9%IEMGnot top 5

not top 5AMZN4.0%

not top 5GOOGL2.6%

0.4%IEFnot top 5

Held in common0.0%

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

ROMO vs SPYM Returns, Every Period

Strategy SharesROMO

+5.3%

5 years, per year

SPYMSPDR

+11.9%

5 years, per year

ROMOSPYMFaded: behind in that period

0–4SPYM wins

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

Stocks vs Core: ROMO vs SPYM

YTD

Strategy SharesROMO

+5.2%

SPYMSPDR

+11.3%

+5.2%Year to date+11.3%

−11.2%Worst drop · 1Y−8.9%

14.9%Volatility · 1Y13.7%

8.4%Yield1.0%

$24.5MAssets$179B

3–1SPYM wins

End-of-day Nov 9, 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

ROMO1.29%$129

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

Yields: ROMO, SPYM

8.43%highest, ROMO

FundTrailing yieldYield$10k

ROMO8.43%$843

SPYM1.03%$103

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

Income After Fees on $10,000

$714most kept, ROMO

ROMO$843 − $129 = $714

SPYM$103 − $2 = $101

KeptFee

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

Return vs Bumpiness: 2 ETFs

+13.6%SPYM, at 13.7% volatility

SPYMWorst drop−8.9%13.7% vol

ROMOWorst drop−11.2%14.9% vol

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

Paid More vs Made More

YTD

ROMOSPYM

+5.2%Year to date+11.3%

8.4%Yield1.0%

+7.3%Past year+13.6%

1.29%Fee0.02%

3–1SPYM wins

End-of-day Nov 9, 2026

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

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

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