ROMO vs JEPQ

AROMO

BJEPQ

Measures won2–3JEPQ wins · of 6 · 5Y

$10,000 · 5Y$16,565VUG · ROMO $12,945

Lowest cost0.03%VUG · $3 on $10k

Most income12.39%JEPQ · $1,239 on $10k

Smallest drop−11.2%ROMO · worst fall in 1Y

Held in common0.0%ROMO and JEPQ

ROMO

JEPQ

Strategy Shares Newfound/ReSolve Robust Momentum ETF · $25MJPMorgan Nasdaq Equity Premium Income ETF · $40.7B

+14.4%3 years · per year$14,955 · $16,495+18.2%

+5.3%5 years · per year$12,945 · […][…]

1.29%Expense ratio$129 · $35 on $10k · lower wins0.35%

8.43%12-mo yield$843 · $1,239 on $10k12.39%

−11.2%Worst dropSmaller wins−11.5%

14.9%VolatilityLower wins16.9%

2–3JEPQ wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsROMO · JEPQ

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

End-of-day Nov 9, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+2.8%	+4.2%	+4.7%	+22.9%	+10.6%	−15.1%	$232.9B
2	AROMO	Strategy Shares Newfound/ReSolve Robust Momentum ETFRead Desk	1.29%	8.43%	+2.2%	+5.2%	+7.3%	+14.4%	+5.3%	−11.2%	$25M
3	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk	0.35%	12.39%	+3.2%	+6.6%	+9.2%	+18.2%	new	−11.5%	$40.7B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+2.8%	+4.2%	+4.7%	+22.9%	+10.6%	−15.1%	$232.9B
2	AROMO	Strategy Shares Newfound/ReSolve Robust Momentum ETFRead Desk	1.29%	8.43%	+2.2%	+5.2%	+7.3%	+14.4%	+5.3%	−11.2%	$25M
3	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk	0.35%	12.39%	+3.2%	+6.6%	+9.2%	+18.2%	new	−11.5%	$40.7B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

ROMO vs JEPQ

ROMO

Strategy Shares Newfound/ReSolve Robust Momentum

$12,945

JEPQ

JPMorgan Nasdaq Equity Premium Income

[…]

MeasureROMOJEPQ

Fee1.29%0.35%

Cost on $10k a year$129$35

Yield8.43%12.39%

5 years, per year+5.3%[…]

3 years, per year+14.4%+18.2%

Worst drop · 1Y−11.2%−11.5%

Volatility · 1Y14.9%16.9%

3–2measures won
JEPQ first

0.0%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

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

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

Overlap: ROMO, JEPQ, VUG

Today

51.8%most shared, JEPQ and VUG

ROMOJEPQVUG

ROMO—0.0%0.0%

JEPQ0.0%—51.8%

VUG0.0%51.8%—

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

Income After Fees on $10,000

$1,204most kept, JEPQ

JEPQ$1,239 − $35 = $1,204

ROMO$843 − $129 = $714

VUG$41 − $3 = $38

KeptFee

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