ROMO vs MTUM

AROMO

BMTUM

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$13,927MTUM · ROMO $12,648

Lowest cost0.15%MTUM · $15 on $10k

Most income8.65%ROMO · $865 on $10k

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

Held in common0.0%ROMO and MTUM

ROMO

MTUM

Strategy Shares Newfound/ReSolve Robust Momentum ETF · $25MiShares MSCI USA Momentum Factor ETF · $15.6B

+14.1%3 years · per year$14,856 · $18,653+23.1%

+4.8%5 years · per year$12,648 · $13,927+6.8%

1.29%Expense ratio$129 · $15 on $10k · lower wins0.15%

8.65%12-mo yield$865 · $224 on $10k2.24%

−11.2%Worst dropSmaller wins−27.3%

14.8%VolatilityLower wins29.2%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsROMO · MTUM

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

Held in common0.0%

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

Both

5Y2 funds

#			Trend
1	BMTUM	iShares MSCI USA Momentum Factor ETFRead Desk		0.15%	2.24%	−8.2%	+0.4%	+1.1%	+23.1%	+6.8%	−27.3%	$15.6B
2	AROMO	Strategy Shares Newfound/ReSolve Robust Momentum ETFRead Desk		1.29%	8.65%	−3.9%	+2.6%	+4.3%	+14.1%	+4.8%	−11.2%	$25M

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

Both

5Y2 funds

#			Trend
1	BMTUM	iShares MSCI USA Momentum Factor ETFRead Desk		0.15%	2.24%	−8.2%	+0.4%	+1.1%	+23.1%	+6.8%	−27.3%	$15.6B
2	AROMO	Strategy Shares Newfound/ReSolve Robust Momentum ETFRead Desk		1.29%	8.65%	−3.9%	+2.6%	+4.3%	+14.1%	+4.8%	−11.2%	$25M

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

Cards for this view

ROMO vs MTUM

ROMO

Strategy Shares Newfound/ReSolve Robust Momentum

$12,648

MTUM

iShares MSCI USA Momentum Factor

$13,927

MeasureROMOMTUM

Fee1.29%0.15%

Cost on $10k a year$129$15

Yield8.65%2.24%

5 years, per year+4.8%+6.8%

3 years, per year+14.1%+23.1%

Worst drop · 1Y−11.2%−27.3%

Volatility · 1Y14.8%29.2%

3–3measures won
level

0.0%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: ROMO, MTUM

Today

0.0%most shared, ROMO and MTUM

ROMOMTUM

ROMO—0.0%

MTUM0.0%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$736most kept, ROMO

ROMO$865 − $129 = $736

MTUM$224 − $15 = $209

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee