Compare · 3 funds side by side · dividends reinvested

ROMO, SRHQ and IWF

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$15,441IWF · best of the three

02 / 04

ROMO, SRHQ and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

SRH U.S. Quality GARP ETFUS Stock Styles · Factor0.35%0.69%+27.2%+30.1%+22.6%[…]−7.5%14.9%$231M1.4

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%$25M2.0

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.39%−5.3%−6.5%+19.4%+9.1%−14.6%19.4%$113B2.4

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 · SRHQ 2022 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

Strategy Shares Newfound/ReSolve Robust Momentum ETF · $25M$12,628

ROMO

SRHQ

SRH U.S. Quality GARP ETF · $231M[…]

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

ROMOMeasureSRHQ

+2.9%Year to dateJan 1 → Nov 6+27.2%

+3.9%1 yearTotal return+30.1%

+14.0%3 years · per year$10,000 became $14,821 · $18,443+22.6%

+4.8%5 years · per year$10,000 became $12,627 · […][…]

1.29%Expense ratio$129 · $35 a year on $10k · lower is better0.35%

8.62%Trailing 12-mo yield$862 · $69 a year on $10k0.69%

−11.2%Worst dropSmaller is better−7.5%

14.8%VolatilityLower is calmer14.9%

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

2–5SRHQ 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 SRHQ: Top 5 Holdings

Today

ROMO

99.7%in top 5

SRHQ

in top 511.4%

ROMOStockSRHQ

77.4%IVVnot top 5

9.0%SHYnot top 5

8.0%IEFAnot top 5

4.8%IEMGnot top 5

not top 5HUM2.5%

not top 5QLYS2.4%

not top 5CNC2.4%

not top 5CVLT2.1%

not top 5NSP2.0%

0.4%IEFnot top 5

Held in common0.0%

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

ROMO vs SRHQ Returns, Every Period

Strategy SharesROMO

+3.9%

past year

SRHQSRH

+30.1%

past year

ROMOSRHQFaded: behind in that period

0–3SRHQ wins

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

ROMO vs SRHQ

YTD

Strategy SharesROMO

+2.9%

SRHQSRH

+27.2%

+2.9%Year to date+27.2%

−11.2%Worst drop · 1Y−7.5%

14.8%Volatility · 1Y14.9%

8.6%Yield0.7%

$25.0MAssets$231M

2–2level

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

Cost, Income and Risk

Fees: ROMO, SRHQ, IWF

Today

0.18%lowest, IWF

FundExpense ratioFee$10k

IWF0.18%$18

SRHQ0.35%$35

ROMO1.29%$129

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

Yields: ROMO, SRHQ, IWF

8.62%highest, ROMO

FundTrailing yieldYield$10k

ROMO8.62%$862

SRHQ0.69%$69

IWF0.39%$39

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

Income After Fees on $10,000

$733most kept, ROMO

ROMO$862 − $129 = $733

SRHQ$69 − $35 = $34

IWF$39 − $18 = $21

KeptFee

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

Overlap: ROMO, SRHQ, IWF

Today

2.0%most shared, SRHQ and IWF

ROMOSRHQIWF

ROMO—0.0%0.0%

SRHQ0.0%—2.0%

IWF0.0%2.0%—

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

Return vs Bumpiness: 3 ETFs

+30.1%SRHQ, at 14.9% volatility

ROMOWorst drop−11.2%14.8% vol

SRHQWorst drop−7.5%14.9% vol

IWFWorst drop−14.6%19.4% vol

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

Paid More vs Made More

YTD

ROMOSRHQ

+2.9%Year to date+27.2%

8.6%Yield0.7%

+3.9%Past year+30.1%

1.29%Fee0.35%

3–1SRHQ wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$59.1B

1–1level

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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026