Compare · 3 funds side by side · dividends reinvested

ROMO, VIG and VTV

ROMOStrategy Shares×VIGVanguard×VTVVanguard×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,865VTV · best of the three

02 / 04

ROMO, VIG and VTV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Value ETFUS Stock Styles · Value0.03%1.83%+20.9%+25.4%+21.0%+12.3%−6.4%10.8%$184B1.1

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.46%+14.8%+17.6%+18.8%+10.7%−7.9%11.0%$109B2.1

Strategy Shares Newfound/ReSolve Robust Momentum ETFUS Stock Styles · Factor1.29%8.43%+5.2%+7.3%+14.4%+5.3%−11.2%14.9%$24M2.8

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

End-of-day Nov 9, 2026 · returns include dividends · since: ROMO 2019 · VIG 2006 · VTV 2004

Head to Head

Swap sides Versus in desk

Head to Head

Strategy Shares Newfound/ReSolve Robust Momentum ETF · $24M$12,945

ROMO

VIG

Vanguard Dividend Appreciation ETF · $109B$16,638

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

ROMOMeasureVIG

+5.2%Year to dateJan 1 → Nov 9+14.8%

+7.3%1 yearTotal return+17.6%

+14.4%3 years · per year$10,000 became $14,955 · $16,775+18.8%

+5.3%5 years · per year$10,000 became $12,945 · $16,638+10.7%

1.29%Expense ratio$129 · $4 a year on $10k · lower is better0.04%

8.43%Trailing 12-mo yield$843 · $146 a year on $10k1.46%

−11.2%Worst dropSmaller is better−7.9%

14.9%VolatilityLower is calmer11.0%

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

1–7VIG wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

ROMO vs VIG: Top 5 Holdings

Today

ROMO

99.7%in top 5

VIG

in top 522.1%

ROMOStockVIG

77.5%IVVnot top 5

9.0%SHYnot top 5

7.9%IEFAnot top 5

4.9%IEMGnot top 5

not top 5MSFT4.9%

not top 5AAPL4.9%

not top 5AVGO4.3%

not top 5LLY4.1%

not top 5JPM3.9%

0.4%IEFnot top 5

Held in common0.0%

End-of-day Nov 9, 2026 · share of each fund

ROMO vs VIG Returns, Every Period

Strategy SharesROMO

+5.3%

5 years, per year

VIGVanguard

+10.7%

5 years, per year

ROMOVIGFaded: behind in that period

0–4VIG wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

ROMO vs VTV

YTD

Strategy SharesROMO

+5.2%

VTVVanguard

+20.9%

+5.2%Year to date+20.9%

−11.2%Worst drop · 1Y−6.4%

14.9%Volatility · 1Y10.8%

8.4%Yield1.8%

$24.4MAssets$184B

3–1VTV wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: ROMO, VIG, VTV

Today

0.03%lowest, VTV

FundExpense ratioFee$10k

VTV0.03%$3

VIG0.04%$4

ROMO1.29%$129

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: ROMO, VIG, VTV

8.43%highest, ROMO

FundTrailing yieldYield$10k

ROMO8.43%$843

VTV1.83%$183

VIG1.46%$146

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$714most kept, ROMO

ROMO$843 − $129 = $714

VTV$183 − $3 = $180

VIG$146 − $4 = $142

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: ROMO, VIG, VTV

Today

51.5%most shared, VIG and VTV

ROMOVIGVTV

ROMO—0.0%0.0%

VIG0.0%—51.5%

VTV0.0%51.5%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+25.4%VTV, at 10.8% volatility

VTVWorst drop−6.4%10.8% vol

VIGWorst drop−7.9%11.0% vol

ROMOWorst drop−11.2%14.9% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

ROMOVTV

+5.2%Year to date+20.9%

8.4%Yield1.8%

+7.3%Past year+25.4%

1.29%Fee0.03%

3–1VTV wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

VTV vs SCHV

YTD

VanguardVTV

+20.9%

SCHVSchwab

+18.7%

+20.9%Year to date+18.7%

1.8%Yield1.8%

$184BAssets$15.4B

1–0VTV wins

End-of-day Nov 9, 2026

DGRO vs VIG

YTD

iSharesDGRO

+18.8%

VIGVanguard

+14.8%

+18.8%Year to date+14.8%

1.8%Yield1.5%

$44.7BAssets$109B

2–0DGRO wins

End-of-day Nov 9, 2026