Compare · 3 funds side by side · dividends reinvested

ROMO, USMV and VUG

ROMOStrategy Shares×USMViShares×VUGVanguard×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,052VUG · best of the three

02 / 04

ROMO, USMV and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

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%$24.5B1.6

Strategy Shares Newfound/ReSolve Robust Momentum ETFUS Stock Styles · Factor1.29%8.31%+6.7%+7.2%+15.8%+5.8%−11.2%14.3%$25M2.1

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.40%+6.3%+3.4%+25.4%+11.4%−16.1%18.2%$233B2.3

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 5, 2026 · returns include dividends · since: ROMO 2019 · USMV 2011 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

Strategy Shares Newfound/ReSolve Robust Momentum ETF · $25M$12,648

ROMO

USMV

iShares MSCI USA Min Vol Factor ETF · $24.5B$14,273

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

ROMOMeasureUSMV

+6.7%Year to dateJan 1 → Nov 5+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%

1.29%Expense ratio$129 · $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 5, 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 57.9%

ROMOStockUSMV

77.8%IVVnot top 5

8.6%SHYnot top 5

7.9%IEFAnot top 5

4.9%IEMGnot top 5

not top 5MSFT1.7%

not top 5BRK-B1.6%

not top 5MCK1.6%

not top 5CB1.6%

not top 5WELL1.5%

0.4%IEFnot top 5

Held in common0.0%

End-of-day Nov 5, 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 5, 2026 · dividends in · faded = behind in that period

ROMO vs USMV

YTD

Strategy SharesROMO

+6.7%

USMViShares

+12.1%

+6.7%Year to date+12.1%

−11.2%Worst drop · 1Y−6.5%

14.3%Volatility · 1Y8.7%

8.3%Yield1.3%

$25.0MAssets$24.5B

3–1USMV wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: ROMO, USMV, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

USMV0.15%$15

ROMO1.29%$129

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: ROMO, USMV, VUG

8.31%highest, ROMO

FundTrailing yieldYield$10k

ROMO8.31%$831

USMV1.35%$135

VUG0.40%$40

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$702most kept, ROMO

ROMO$831 − $129 = $702

USMV$135 − $15 = $120

VUG$40 − $3 = $37

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: ROMO, USMV, VUG

Today

21.5%most shared, USMV and VUG

ROMOUSMVVUG

ROMO—0.0%0.0%

USMV0.0%—21.5%

VUG0.0%21.5%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+14.3%USMV, at 8.7% volatility

USMVWorst drop−6.5%8.7% vol

ROMOWorst drop−11.2%14.3% vol

VUGWorst drop−16.1%18.2% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

ROMOUSMV

+6.7%Year to date+12.1%

8.3%Yield1.3%

+7.2%Past year+14.3%

1.29%Fee0.15%

3–1USMV wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+6.3%

SCHGSchwab

+6.8%

+6.3%Year to date+6.8%

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

$233BAssets$62.5B

1–1level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 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%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 5, 2026