Compare · 3 funds side by side · dividends reinvested

ROMO, USMV and VTV

ROMOStrategy Shares×USMViShares×VTVVanguard×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$18,352VTV · best of the three

02 / 04

ROMO, USMV and VTV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Value ETFUS Stock Styles · Value0.03%1.80%+22.8%+27.5%+22.9%+12.9%−6.4%10.2%$184B1.3

iShares MSCI USA Min Vol Factor ETFUS Stock Styles · Factor0.15%1.35%+12.1%+14.3%+15.5%+8.1%−6.5%8.7%$24.1B2.1

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%$25M2.6

Rank among the three1st → 3rdFee, 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 · USMV 2011 · VTV 2004

Head to Head

Swap sides Versus in desk

Head to Head

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

ROMO

USMV

iShares MSCI USA Min Vol Factor ETF · $24.1B$14,754

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

ROMOMeasureUSMV

+6.7%Year to dateJan 1 → Nov 4+12.1%

+7.2%1 yearTotal return+14.3%

+15.8%3 years · per year$10,000 became $15,515 · $15,388+15.5%

+5.8%5 years · per year$10,000 became $13,247 · $14,754+8.1%

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

8.31%Trailing 12-mo yield$831 · $135 a year on $10k1.35%

−11.2%Worst dropSmaller is better−6.5%

14.3%VolatilityLower is calmer8.7%

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

2–6USMV 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 USMV: Top 5 Holdings

Today

ROMO

99.7%in top 5

USMV

in top 57.8%

ROMOStockUSMV

77.7%IVVnot top 5

8.8%SHYnot top 5

7.8%IEFAnot top 5

5.0%IEMGnot top 5

not top 5APH1.6%

not top 5MSFT1.6%

not top 5CB1.5%

not top 5BRK-B1.5%

not top 5XOM1.5%

0.4%IEFnot top 5

Held in common0.0%

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

ROMO vs USMV Returns, Every Period

Strategy SharesROMO

+5.8%

5 years, per year

USMViShares

+8.1%

5 years, per year

ROMOUSMVFaded: behind in that period

1–3USMV wins

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

ROMO vs VTV

YTD

Strategy SharesROMO

+6.7%

VTVVanguard

+22.8%

+6.7%Year to date+22.8%

−11.2%Worst drop · 1Y−6.4%

14.3%Volatility · 1Y10.2%

8.3%Yield1.8%

$25.1MAssets$184B

3–1VTV wins

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

Cost, Income and Risk

Fees: ROMO, USMV, VTV

Today

0.03%lowest, VTV

FundExpense ratioFee$10k

VTV0.03%$3

USMV0.15%$15

ROMO1.05%$105

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

Yields: ROMO, USMV, VTV

8.31%highest, ROMO

FundTrailing yieldYield$10k

ROMO8.31%$831

VTV1.80%$180

USMV1.35%$135

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

Income After Fees on $10,000

$726most kept, ROMO

ROMO$831 − $105 = $726

VTV$180 − $3 = $177

USMV$135 − $15 = $120

KeptFee

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

Overlap: ROMO, USMV, VTV

Today

34.5%most shared, USMV and VTV

ROMOUSMVVTV

ROMO—0.0%0.0%

USMV0.0%—34.5%

VTV0.0%34.5%—

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

Return vs Bumpiness: 3 ETFs

+27.5%VTV, at 10.2% volatility

USMVWorst drop−6.5%8.7% vol

VTVWorst drop−6.4%10.2% 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

ROMOVTV

+6.7%Year to date+22.8%

8.3%Yield1.8%

+7.2%Past year+27.5%

1.05%Fee0.03%

3–1VTV wins

End-of-day Nov 4, 2026

Popular Pairs Near These Three

VTV vs SCHV

YTD

VanguardVTV

+22.8%

SCHVSchwab

+20.4%

+22.8%Year to date+20.4%

1.8%Yield1.8%

$184BAssets$15.7B

1–0VTV 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