Compare · 2 funds side by side · dividends reinvested

ROMO and USMV

ROMOStrategy Shares×USMViShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$14,352USMV · best of the two

02 / 04

ROMO and USMV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares MSCI USA Min Vol Factor ETFUS Stock Styles · Factor0.15%1.37%+10.2%+11.9%+15.2%+7.5%−6.5%8.6%$24.1B1.3

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%$25M1.8

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 · USMV 2011

Head to Head

Swap sides Versus in desk

Head to Head

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

ROMO

USMV

iShares MSCI USA Min Vol Factor ETF · $24.1B$14,352

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

ROMOMeasureUSMV

+5.2%Year to dateJan 1 → Nov 3+10.2%

+5.8%1 yearTotal return+11.9%

+15.5%3 years · per year$10,000 became $15,403 · $15,272+15.2%

+5.4%5 years · per year$10,000 became $13,010 · $14,352+7.5%

1.05%Expense ratio$105 · $15 a year on $10k · lower is better0.15%

8.43%Trailing 12-mo yield$843 · $137 a year on $10k1.37%

−11.2%Worst dropSmaller is better−6.5%

14.2%VolatilityLower is calmer8.6%

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

2–6USMV 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 USMV: Top 5 Holdings

Today

ROMO

99.6%in top 5

USMV

in top 57.7%

ROMOStockUSMV

80.3%IVVnot top 5

8.1%IEFAnot top 5

6.1%SHYnot top 5

5.0%IEMGnot top 5

not top 5XOM1.6%

not top 5MSFT1.6%

not top 5CB1.5%

not top 5MSI1.5%

not top 5BRK-B1.5%

0.1%IEFnot top 5

Held in common0.0%

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

ROMO vs USMV Returns, Every Period

Strategy SharesROMO

+5.4%

5 years, per year

USMViShares

+7.5%

5 years, per year

ROMOUSMVFaded: behind in that period

1–3USMV wins

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

ROMO vs USMV

YTD

Strategy SharesROMO

+5.2%

USMViShares

+10.2%

+5.2%Year to date+10.2%

−11.2%Worst drop · 1Y−6.5%

14.2%Volatility · 1Y8.6%

8.4%Yield1.4%

$25.1MAssets$24.1B

3–1USMV wins

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

Cost, Income and Risk

Fees: ROMO, USMV

Today

0.15%lowest, USMV

FundExpense ratioFee$10k

USMV0.15%$15

ROMO1.05%$105

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

Yields: ROMO, USMV

8.43%highest, ROMO

FundTrailing yieldYield$10k

ROMO8.43%$843

USMV1.37%$137

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

Income After Fees on $10,000

$738most kept, ROMO

ROMO$843 − $105 = $738

USMV$137 − $15 = $122

KeptFee

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

Overlap: ROMO, USMV

Today

0.0%most shared, ROMO and USMV

ROMOUSMV

ROMO—0.0%

USMV0.0%—

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

Return vs Bumpiness: 2 ETFs

+11.9%USMV, at 8.6% volatility

USMVWorst drop−6.5%8.6% vol

ROMOWorst drop−11.2%14.2% vol

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

Paid More vs Made More

YTD

ROMOUSMV

+5.2%Year to date+10.2%

8.4%Yield1.4%

+5.8%Past year+11.9%

1.05%Fee0.15%

3–1USMV 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