Compare · 2 funds side by side · dividends reinvested

ROMO and SRHQ

ROMOStrategy Shares×SRHQSRH×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$13,010ROMO · best of the two

02 / 04

ROMO and SRHQ, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

SRH U.S. Quality GARP ETFUS Stock Styles · Factor0.35%0.69%+27.6%+30.1%+23.6%[…]−7.5%14.6%$224M1.3

Strategy Shares Newfound/ReSolve Robust Momentum ETFUS Stock Styles · Factor1.05%8.43%+5.2%+5.8%+15.5%+5.4%−11.2%14.2%$25M1.6

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 3, 2026 · returns include dividends · since: ROMO 2019 · SRHQ 2022

Head to Head

Swap sides Versus in desk

Head to Head

Strategy Shares Newfound/ReSolve Robust Momentum ETF · $25M$13,010

ROMO

SRHQ

SRH U.S. Quality GARP ETF · $224M[…]

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

ROMOMeasureSRHQ

+5.2%Year to dateJan 1 → Nov 3+27.6%

+5.8%1 yearTotal return+30.1%

+15.5%3 years · per year$10,000 became $15,403 · $18,887+23.6%

+5.4%5 years · per year$10,000 became $13,010 · […][…]

1.05%Expense ratio$105 · $35 a year on $10k · lower is better0.35%

8.43%Trailing 12-mo yield$843 · $69 a year on $10k0.69%

−11.2%Worst dropSmaller is better−7.5%

14.2%VolatilityLower is calmer14.6%

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

2–5SRHQ wins

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

More Ways to See the Pairs

ROMO vs SRHQ: Top 5 Holdings

Today

ROMO

99.6%in top 5

SRHQ

in top 511.3%

ROMOStockSRHQ

80.3%IVVnot top 5

8.1%IEFAnot top 5

6.1%SHYnot top 5

5.0%IEMGnot top 5

not top 5HUM2.5%

not top 5QLYS2.5%

not top 5CNC2.1%

not top 5CVLT2.1%

not top 5NSP2.1%

0.1%IEFnot top 5

Held in common0.0%

End-of-day Nov 3, 2026 · share of each fund

ROMO vs SRHQ Returns, Every Period

Strategy SharesROMO

+5.8%

past year

SRHQSRH

+30.1%

past year

ROMOSRHQFaded: behind in that period

0–3SRHQ wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

ROMO vs SRHQ

YTD

Strategy SharesROMO

+5.2%

SRHQSRH

+27.6%

+5.2%Year to date+27.6%

−11.2%Worst drop · 1Y−7.5%

14.2%Volatility · 1Y14.6%

8.4%Yield0.7%

$25.1MAssets$224M

2–2level

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: ROMO, SRHQ

Today

0.35%lowest, SRHQ

FundExpense ratioFee$10k

SRHQ0.35%$35

ROMO1.05%$105

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: ROMO, SRHQ

8.43%highest, ROMO

FundTrailing yieldYield$10k

ROMO8.43%$843

SRHQ0.69%$69

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$738most kept, ROMO

ROMO$843 − $105 = $738

SRHQ$69 − $35 = $34

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: ROMO, SRHQ

Today

0.0%most shared, ROMO and SRHQ

ROMOSRHQ

ROMO—0.0%

SRHQ0.0%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+30.1%SRHQ, at 14.6% volatility

ROMOWorst drop−11.2%14.2% vol

SRHQWorst drop−7.5%14.6% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

ROMOSRHQ

+5.2%Year to date+27.6%

8.4%Yield0.7%

+5.8%Past year+30.1%

1.05%Fee0.35%

3–1SRHQ wins

End-of-day Nov 3, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026