Compare · 3 funds side by side · dividends reinvested

ROMO, VIG and VUG

ROMOStrategy Shares×VIGVanguard×VUGVanguard×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,331VIG · best of the three

02 / 04

ROMO, VIG and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.49%+12.5%+15.2%+18.9%+10.3%−7.9%10.8%$109B1.4

Strategy Shares Newfound/ReSolve Robust Momentum ETFUS Stock Styles · Factor1.29%8.65%+2.6%+4.3%+14.1%+4.8%−11.2%14.8%$25M2.3

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.43%+0.5%−0.6%+22.8%+9.9%−15.1%19.0%$233B2.4

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

End-of-day Nov 5, 2026 · returns include dividends · since: ROMO 2019 · VIG 2006 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

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

ROMO

VIG

Vanguard Dividend Appreciation ETF · $109B$16,331

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

ROMOMeasureVIG

+2.6%Year to dateJan 1 → Nov 5+12.5%

+4.3%1 yearTotal return+15.2%

+14.1%3 years · per year$10,000 became $14,856 · $16,814+18.9%

+4.8%5 years · per year$10,000 became $12,648 · $16,331+10.3%

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

8.65%Trailing 12-mo yield$865 · $149 a year on $10k1.49%

−11.2%Worst dropSmaller is better−7.9%

14.8%VolatilityLower is calmer10.8%

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

1–7VIG 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 VIG: Top 5 Holdings

Today

ROMO

99.7%in top 5

VIG

in top 522.1%

ROMOStockVIG

77.8%IVVnot top 5

8.6%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 5, 2026 · share of each fund

ROMO vs VIG Returns, Every Period

Strategy SharesROMO

+4.8%

5 years, per year

VIGVanguard

+10.3%

5 years, per year

ROMOVIGFaded: behind in that period

0–4VIG wins

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

Stocks vs Income: ROMO vs VIG

YTD

Strategy SharesROMO

+2.6%

VIGVanguard

+12.5%

+2.6%Year to date+12.5%

−11.2%Worst drop · 1Y−7.9%

14.8%Volatility · 1Y10.8%

8.6%Yield1.5%

$25.0MAssets$109B

3–1VIG wins

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

Cost, Income and Risk

Fees: ROMO, VIG, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

VIG0.04%$4

ROMO1.29%$129

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

Yields: ROMO, VIG, VUG

8.65%highest, ROMO

FundTrailing yieldYield$10k

ROMO8.65%$865

VIG1.49%$149

VUG0.43%$43

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

Income After Fees on $10,000

$736most kept, ROMO

ROMO$865 − $129 = $736

VIG$149 − $4 = $145

VUG$43 − $3 = $40

KeptFee

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

Overlap: ROMO, VIG, VUG

Today

26.4%most shared, VIG and VUG

ROMOVIGVUG

ROMO—0.0%0.0%

VIG0.0%—26.4%

VUG0.0%26.4%—

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

Return vs Bumpiness: 3 ETFs

+15.2%VIG, at 10.8% volatility

VIGWorst drop−7.9%10.8% vol

ROMOWorst drop−11.2%14.8% vol

VUGWorst drop−15.1%19.0% vol

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

Paid More vs Made More

YTD

ROMOVIG

+2.6%Year to date+12.5%

8.6%Yield1.5%

+4.3%Past year+15.2%

1.29%Fee0.04%

3–1VIG wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

VUG vs SCHG

YTD

VanguardVUG

+0.5%

SCHGSchwab

+0.9%

+0.5%Year to date+0.9%

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

$233BAssets$62.5B

1–1level

End-of-day Nov 5, 2026

DGRO vs VIG

YTD

iSharesDGRO

+17.2%

VIGVanguard

+12.5%

+17.2%Year to date+12.5%

1.9%Yield1.5%

$46.1BAssets$109B

2–0DGRO wins

End-of-day Nov 5, 2026