Compare · 3 funds side by side · dividends reinvested

ROMO, VTV and IWF

ROMOStrategy Shares×VTVVanguard×IWFiShares×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,585VTV · best of the three

02 / 04

ROMO, VTV and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Value ETFUS Stock Styles · Value0.03%1.87%+18.5%+22.9%+20.9%+12.0%−6.4%10.7%$184B1.1

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%$24M2.3

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.39%−5.3%−6.5%+19.4%+9.1%−14.6%19.4%$115B2.6

Rank among the three1st → 3rdFee, 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 · VTV 2004 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

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

ROMO

VTV

Vanguard Morningstar Value ETF · $184B$17,585

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

ROMOMeasureVTV

+2.9%Year to dateJan 1 → Nov 6+18.5%

+3.9%1 yearTotal return+22.9%

+14.0%3 years · per year$10,000 became $14,821 · $17,687+20.9%

+4.8%5 years · per year$10,000 became $12,627 · $17,585+12.0%

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

8.62%Trailing 12-mo yield$862 · $187 a year on $10k1.87%

−11.2%Worst dropSmaller is better−6.4%

14.8%VolatilityLower is calmer10.7%

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

1–7VTV 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 VTV: Top 5 Holdings

Today

ROMO

99.7%in top 5

VTV

in top 515.8%

ROMOStockVTV

77.4%IVVnot top 5

9.0%SHYnot top 5

8.0%IEFAnot top 5

4.8%IEMGnot top 5

not top 5MU4.6%

not top 5JPM3.3%

not top 5BRK-B2.9%

not top 5XOM2.6%

not top 5JNJ2.4%

0.4%IEFnot top 5

Held in common0.0%

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

ROMO vs VTV Returns, Every Period

Strategy SharesROMO

+4.8%

5 years, per year

VTVVanguard

+12.0%

5 years, per year

ROMOVTVFaded: behind in that period

0–4VTV wins

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

ROMO vs VTV

YTD

Strategy SharesROMO

+2.9%

VTVVanguard

+18.5%

+2.9%Year to date+18.5%

−11.2%Worst drop · 1Y−6.4%

14.8%Volatility · 1Y10.7%

8.6%Yield1.9%

$24.4MAssets$184B

3–1VTV wins

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

Cost, Income and Risk

Fees: ROMO, VTV, IWF

Today

0.03%lowest, VTV

FundExpense ratioFee$10k

VTV0.03%$3

IWF0.18%$18

ROMO1.29%$129

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

Yields: ROMO, VTV, IWF

8.62%highest, ROMO

FundTrailing yieldYield$10k

ROMO8.62%$862

VTV1.87%$187

IWF0.39%$39

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

Income After Fees on $10,000

$733most kept, ROMO

ROMO$862 − $129 = $733

VTV$187 − $3 = $184

IWF$39 − $18 = $21

KeptFee

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

Overlap: ROMO, VTV, IWF

Today

11.8%most shared, VTV and IWF

ROMOVTVIWF

ROMO—0.0%0.0%

VTV0.0%—11.8%

IWF0.0%11.8%—

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

Return vs Bumpiness: 3 ETFs

+22.9%VTV, at 10.7% volatility

VTVWorst drop−6.4%10.7% vol

ROMOWorst drop−11.2%14.8% vol

IWFWorst drop−14.6%19.4% vol

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

Paid More vs Made More

YTD

ROMOVTV

+2.9%Year to date+18.5%

8.6%Yield1.9%

+3.9%Past year+22.9%

1.29%Fee0.03%

3–1VTV wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

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

VTV vs SCHV

YTD

VanguardVTV

+18.5%

SCHVSchwab

+16.2%

+18.5%Year to date+16.2%

1.9%Yield1.8%

$184BAssets$15.4B

2–0VTV wins

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