ROMO vs SCHD

AROMO

BSCHD

Measures won1–5SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,267SCHD · VUG $16,124

Lowest cost0.03%VUG · $3 on $10k

Most income8.62%ROMO · $862 on $10k

Smallest drop−6.9%SCHD · worst fall in 1Y

Held in common0.0%ROMO and SCHD

ROMO

SCHD

Strategy Shares Newfound/ReSolve Robust Momentum ETF · $24MSchwab U.S. Dividend Equity ETF · $120B

+14.0%3 years · per year$14,821 · $17,266+20.0%

+4.8%5 years · per year$12,627 · $16,267+10.2%

1.29%Expense ratio$129 · $6 on $10k · lower wins0.06%

8.62%12-mo yield$862 · $300 on $10k3.00%

−11.2%Worst dropSmaller wins−6.9%

14.8%VolatilityLower wins11.7%

1–5SCHD wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsROMO · SCHD

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

Held in common0.0%

End-of-day Nov 6, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Four

5Y4 funds

#
1	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$119.9B
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
3	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	+1.3%	−5.3%	−6.5%	+19.4%	+9.1%	−14.6%	$114.6B
4	AROMO	Strategy Shares Newfound/ReSolve Robust Momentum ETFRead Desk	1.29%	8.62%	+0.3%	+2.9%	+3.9%	+14.0%	+4.8%	−11.2%	$24M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Four

5Y4 funds

#
1	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$119.9B
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
3	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	+1.3%	−5.3%	−6.5%	+19.4%	+9.1%	−14.6%	$114.6B
4	AROMO	Strategy Shares Newfound/ReSolve Robust Momentum ETFRead Desk	1.29%	8.62%	+0.3%	+2.9%	+3.9%	+14.0%	+4.8%	−11.2%	$24M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

ROMO vs SCHD

ROMO

Strategy Shares Newfound/ReSolve Robust Momentum

$12,628

SCHD

Schwab U.S. Dividend Equity

$16,267

MeasureROMOSCHD

Fee1.29%0.06%

Cost on $10k a year$129$6

Yield8.62%3.00%

5 years, per year+4.8%+10.2%

3 years, per year+14.0%+20.0%

Worst drop · 1Y−11.2%−6.9%

Volatility · 1Y14.8%11.7%

5–1measures won
SCHD first

0.0%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

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

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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

Overlap: ROMO, SCHD, IWF, VUG

Today

78.0%most shared, IWF and VUG

ROMOSCHDIWFVUG

ROMO—0.0%0.0%0.0%

SCHD0.0%—3.7%0.8%

IWF0.0%3.7%—78.0%

VUG0.0%0.8%78.0%—

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

Income After Fees on $10,000

$733most kept, ROMO

ROMO$862 − $129 = $733

SCHD$300 − $6 = $294

VUG$42 − $3 = $39

IWF$39 − $18 = $21

KeptFee

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