Compare · 3 funds side by side · dividends reinvested

ROMO, VUG and VOO

ROMOStrategy Shares×VUGVanguard×VOOVanguard×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,543VOO · best of the three

02 / 04

ROMO, VUG and VOO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.07%+11.3%+13.6%+22.0%+11.9%−8.9%13.7%$1.00T1.3

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%$233B2.4

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

End-of-day Nov 9, 2026 · returns include dividends · since: ROMO 2019 · VUG 2004 · VOO 2010

Head to Head

Swap sides Versus in desk

Head to Head

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

ROMO

VUG

Vanguard Morningstar Growth ETF · $233B$16,565

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

ROMOMeasureVUG

+5.2%Year to dateJan 1 → Nov 9+4.2%

+7.3%1 yearTotal return+4.7%

+14.4%3 years · per year$10,000 became $14,955 · $18,569+22.9%

+5.3%5 years · per year$10,000 became $12,945 · $16,565+10.6%

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

8.43%Trailing 12-mo yield$843 · $41 a year on $10k0.41%

−11.2%Worst dropSmaller is better−15.1%

14.9%VolatilityLower is calmer19.1%

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

5–3ROMO 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 VUG: Top 5 Holdings

Today

ROMO

99.7%in top 5

VUG

in top 545.2%

ROMOStockVUG

77.5%IVVnot top 5

not top 5NVDA13.5%

not top 5AAPL12.5%

not top 5MSFT9.7%

9.0%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 9, 2026 · share of each fund

ROMO vs VUG Returns, Every Period

Strategy SharesROMO

+5.3%

5 years, per year

VUGVanguard

+10.6%

5 years, per year

ROMOVUGFaded: behind in that period

2–2Level

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

Stocks vs Core: ROMO vs VOO

YTD

Strategy SharesROMO

+5.2%

VOOVanguard

+11.3%

+5.2%Year to date+11.3%

−11.2%Worst drop · 1Y−8.9%

14.9%Volatility · 1Y13.7%

8.4%Yield1.1%

$24.5MAssets$1.00T

3–1VOO wins

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

Cost, Income and Risk

Fees: ROMO, VUG, VOO

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

VOO0.03%$3

ROMO1.29%$129

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

Yields: ROMO, VUG, VOO

8.43%highest, ROMO

FundTrailing yieldYield$10k

ROMO8.43%$843

VOO1.07%$107

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

VOO$107 − $3 = $104

VUG$41 − $3 = $38

KeptFee

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

Overlap: ROMO, VUG, VOO

Today

58.2%most shared, VUG and VOO

ROMOVUGVOO

ROMO—0.0%0.0%

VUG0.0%—58.2%

VOO0.0%58.2%—

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

Return vs Bumpiness: 3 ETFs

+13.6%VOO, at 13.7% volatility

VOOWorst drop−8.9%13.7% 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

ROMOVOO

+5.2%Year to date+11.3%

8.4%Yield1.1%

+7.3%Past year+13.6%

1.29%Fee0.03%

3–1VOO wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

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

VOO vs IVV

YTD

VanguardVOO

+11.3%

IVViShares

+11.3%

+11.3%Year to date+11.3%

1.1%Yield1.1%

$1.00TAssets$875B

0–0level

End-of-day Nov 9, 2026