Compare · 3 funds side by side · dividends reinvested

ROMO, VO and VUG

ROMOStrategy Shares×VOVanguard×VUGVanguard×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,565VUG · best of the three

02 / 04

ROMO, VO and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Mid-Cap ETFUS Stock Styles · Mid cap0.03%1.35%+13.6%+15.6%+18.8%+6.8%−8.2%13.1%$103B1.4

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%$25M2.3

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+4.2%+4.7%+22.9%+10.6%−15.1%19.1%$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 9, 2026 · returns include dividends · since: ROMO 2019 · VO 2004 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

Strategy Shares Newfound/ReSolve Robust Momentum ETF · $25M$12,945

ROMO

Vanguard Morningstar Mid-Cap ETF · $103B$13,867

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

ROMOMeasureVO

+5.2%Year to dateJan 1 → Nov 9+13.6%

+7.3%1 yearTotal return+15.6%

+14.4%3 years · per year$10,000 became $14,955 · $16,763+18.8%

+5.3%5 years · per year$10,000 became $12,945 · $13,867+6.8%

1.29%Expense ratio$129 · $3 a year on $10k · lower is better0.03%

8.43%Trailing 12-mo yield$843 · $135 a year on $10k1.35%

−11.2%Worst dropSmaller is better−8.2%

14.9%VolatilityLower is calmer13.1%

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

1–7VO 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 VO: Top 5 Holdings

Today

ROMO

99.7%in top 5

in top 55.3%

ROMOStockVO

77.5%IVVnot top 5

9.0%SHYnot top 5

7.9%IEFAnot top 5

4.9%IEMGnot top 5

not top 5NET1.1%

not top 5VLO1.1%

not top 5MPC1.1%

not top 5PSX1.0%

not top 5PWR1.0%

0.4%IEFnot top 5

Held in common0.0%

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

ROMO vs VO Returns, Every Period

Strategy SharesROMO

+5.3%

5 years, per year

VOVanguard

+6.8%

5 years, per year

ROMOVOFaded: behind in that period

0–4VO wins

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

ROMO vs VO

YTD

Strategy SharesROMO

+5.2%

VOVanguard

+13.6%

+5.2%Year to date+13.6%

−11.2%Worst drop · 1Y−8.2%

14.9%Volatility · 1Y13.1%

8.4%Yield1.4%

$24.5MAssets$103B

3–1VO wins

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

Cost, Income and Risk

Fees: ROMO, VO, VUG

Today

0.03%lowest, VO

FundExpense ratioFee$10k

VO0.03%$3

VUG0.03%$3

ROMO1.29%$129

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

Yields: ROMO, VO, VUG

8.43%highest, ROMO

FundTrailing yieldYield$10k

ROMO8.43%$843

VO1.35%$135

VUG0.41%$41

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

Income After Fees on $10,000

$714most kept, ROMO

ROMO$843 − $129 = $714

VO$135 − $3 = $132

VUG$41 − $3 = $38

KeptFee

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

Overlap: ROMO, VO, VUG

Today

10.2%most shared, VO and VUG

ROMOVOVUG

ROMO—0.0%0.0%

VO0.0%—10.2%

VUG0.0%10.2%—

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

Return vs Bumpiness: 3 ETFs

+15.6%VO, at 13.1% volatility

VOWorst drop−8.2%13.1% vol

ROMOWorst drop−11.2%14.9% vol

VUGWorst drop−15.1%19.1% vol

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

Paid More vs Made More

YTD

ROMOVO

+5.2%Year to date+13.6%

8.4%Yield1.4%

+7.3%Past year+15.6%

1.29%Fee0.03%

3–1VO wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

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

$233BAssets$61.4B

1–1level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026