Compare · 3 funds side by side · dividends reinvested

ROMO, VUG and IWF

ROMOStrategy Shares×VUGVanguard×IWFiShares×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,153VUG · best of the three

02 / 04

ROMO, VUG and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Strategy Shares Newfound/ReSolve Robust Momentum ETFUS Stock Styles · Factor1.29%8.31%+6.7%+7.2%+15.8%+5.8%−11.2%14.3%$25M1.8

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.40%+6.3%+3.4%+25.4%+11.4%−16.1%18.2%$233B1.8

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.37%−0.1%−3.0%+22.3%+10.6%−15.6%18.3%$121B2.5

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

End-of-day Nov 4, 2026 · returns include dividends · since: ROMO 2019 · VUG 2004 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

Strategy Shares Newfound/ReSolve Robust Momentum ETF · $25M$13,247

ROMO

VUG

Vanguard Morningstar Growth ETF · $233B$17,153

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

ROMOMeasureVUG

+6.7%Year to dateJan 1 → Nov 4+6.3%

+7.2%1 yearTotal return+3.4%

+15.8%3 years · per year$10,000 became $15,515 · $19,712+25.4%

+5.8%5 years · per year$10,000 became $13,247 · $17,153+11.4%

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

8.31%Trailing 12-mo yield$831 · $40 a year on $10k0.40%

−11.2%Worst dropSmaller is better−16.1%

14.3%VolatilityLower is calmer18.2%

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

5–3ROMO wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

ROMO vs VUG: Top 5 Holdings

Today

ROMO

99.7%in top 5

VUG

in top 545.2%

ROMOStockVUG

77.8%IVVnot top 5

not top 5NVDA13.5%

not top 5AAPL12.5%

not top 5MSFT9.7%

8.6%SHYnot top 5

7.9%IEFAnot top 5

not top 5GOOGL5.2%

4.9%IEMGnot top 5

not top 5AVGO4.3%

0.4%IEFnot top 5

Held in common0.0%

End-of-day Nov 4, 2026 · share of each fund

ROMO vs VUG Returns, Every Period

Strategy SharesROMO

+5.8%

5 years, per year

VUGVanguard

+11.4%

5 years, per year

ROMOVUGFaded: behind in that period

2–2Level

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

ROMO vs VUG

YTD

Strategy SharesROMO

+6.7%

VUGVanguard

+6.3%

+6.7%Year to date+6.3%

−11.2%Worst drop · 1Y−16.1%

14.3%Volatility · 1Y18.2%

8.3%Yield0.4%

$25.0MAssets$233B

4–0ROMO wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: ROMO, VUG, IWF

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

IWF0.18%$18

ROMO1.29%$129

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: ROMO, VUG, IWF

8.31%highest, ROMO

FundTrailing yieldYield$10k

ROMO8.31%$831

VUG0.40%$40

IWF0.37%$37

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$702most kept, ROMO

ROMO$831 − $129 = $702

VUG$40 − $3 = $37

IWF$37 − $18 = $19

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: ROMO, VUG, IWF

Today

78.0%most shared, VUG and IWF

ROMOVUGIWF

ROMO—0.0%0.0%

VUG0.0%—78.0%

IWF0.0%78.0%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+7.2%ROMO, at 14.3% volatility

ROMOWorst drop−11.2%14.3% vol

VUGWorst drop−16.1%18.2% vol

IWFWorst drop−15.6%18.3% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

ROMOVUG

+6.7%Year to date+6.3%

8.3%Yield0.4%

+7.2%Past year+3.4%

1.29%Fee0.03%

3–1ROMO wins

End-of-day Nov 4, 2026

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+6.3%

SCHGSchwab

+6.8%

+6.3%Year to date+6.8%

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

$233BAssets$62.5B

1–1level

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026