Compare · 4 funds side by side · dividends reinvested

ROMO, VOO, IVV and VUG

ROMOStrategy Shares×VOOVanguard×IVViShares×VUGVanguard×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,177VOO · best of the four

02 / 04

ROMO, VOO, IVV and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.14%+8.7%+9.8%+21.8%+11.4%−8.9%13.6%$853B1.6

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.10%+8.7%+9.8%+21.8%+11.4%−8.9%13.5%$1.00T1.8

Strategy Shares Newfound/ReSolve Robust Momentum ETFUS Stock Styles · Factor1.29%8.62%+2.9%+3.9%+14.0%+4.8%−11.2%14.8%$24M3.1

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.42%+1.4%+0.2%+22.6%+10.0%−15.1%19.0%$233B3.1

Rank among the four1st → 4thFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 6, 2026 · returns include dividends · since: ROMO 2019 · VOO 2010 · IVV 2000 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

Strategy Shares Newfound/ReSolve Robust Momentum ETF · $24M$12,628

ROMO

VOO

Vanguard S&P 500 ETF · $1.00T$17,177

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

ROMOMeasureVOO

+2.9%Year to dateJan 1 → Nov 6+8.7%

+3.9%1 yearTotal return+9.8%

+14.0%3 years · per year$10,000 became $14,821 · $18,079+21.8%

+4.8%5 years · per year$10,000 became $12,627 · $17,177+11.4%

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

8.62%Trailing 12-mo yield$862 · $110 a year on $10k1.10%

−11.2%Worst dropSmaller is better−8.9%

14.8%VolatilityLower is calmer13.5%

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

1–7VOO wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

ROMO vs VOO: Top 5 Holdings

Today

ROMO

99.7%in top 5

VOO

in top 528.3%

ROMOStockVOO

77.4%IVVnot top 5

9.0%SHYnot top 5

not top 5NVDA8.4%

8.0%IEFAnot top 5

not top 5AAPL7.4%

not top 5MSFT5.8%

4.8%IEMGnot top 5

not top 5AMZN3.7%

not top 5GOOGL3.1%

0.4%IEFnot top 5

Held in common0.0%

End-of-day Nov 6, 2026 · share of each fund

ROMO vs VOO Returns, Every Period

Strategy SharesROMO

+4.8%

5 years, per year

VOOVanguard

+11.4%

5 years, per year

ROMOVOOFaded: behind in that period

0–4VOO wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

Stocks vs Core: ROMO vs IVV

YTD

Strategy SharesROMO

+2.9%

IVViShares

+8.7%

+2.9%Year to date+8.7%

−11.2%Worst drop · 1Y−8.9%

14.8%Volatility · 1Y13.6%

8.6%Yield1.1%

$24.4MAssets$853B

3–1IVV wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: ROMO, VOO, IVV, VUG

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

IVV0.03%$3

VUG0.03%$3

ROMO1.29%$129

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: ROMO, VOO, IVV, VUG

8.62%highest, ROMO

FundTrailing yieldYield$10k

ROMO8.62%$862

IVV1.14%$114

VOO1.10%$110

VUG0.42%$42

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$733most kept, ROMO

ROMO$862 − $129 = $733

IVV$114 − $3 = $111

VOO$110 − $3 = $107

VUG$42 − $3 = $39

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: ROMO, VOO, IVV, VUG

Today

92.2%most shared, VOO and IVV

ROMOVOOIVVVUG

ROMO—0.0%0.0%0.0%

VOO0.0%—92.2%58.2%

IVV0.0%92.2%—54.8%

VUG0.0%58.2%54.8%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+9.8%VOO, at 13.5% volatility

VOOWorst drop−8.9%13.5% vol

IVVWorst drop−8.9%13.6% vol

ROMOWorst drop−11.2%14.8% vol

VUGWorst drop−15.1%19.0% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

ROMOIVV

+2.9%Year to date+8.7%

8.6%Yield1.1%

+3.9%Past year+9.8%

1.29%Fee0.03%

3–1IVV wins

End-of-day Nov 6, 2026

Popular Pairs Near These Four

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

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

$233BAssets$59.7B

1–1level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026