ROMO vs USMV

AROMO

BUSMV

Measures won2–4USMV wins · of 6 · 5Y

$10,000 · 5Y$17,842VTV · USMV $14,352

Lowest cost0.03%VTV · $3 on $10k

Most income8.43%ROMO · $843 on $10k

Smallest drop−6.4%VTV · worst fall in 1Y

Held in common0.0%ROMO and USMV

ROMO

USMV

Strategy Shares Newfound/ReSolve Robust Momentum ETF · $25MiShares MSCI USA Min Vol Factor ETF · $24.1B

+15.5%3 years · per year$15,403 · $15,272+15.2%

+5.4%5 years · per year$13,010 · $14,352+7.5%

1.05%Expense ratio$105 · $15 on $10k · lower wins0.15%

8.43%12-mo yield$843 · $137 on $10k1.37%

−11.2%Worst dropSmaller wins−6.5%

14.2%VolatilityLower wins8.6%

2–4USMV wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsROMO · USMV

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

Held in common0.0%

End-of-day Nov 3, 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	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.83%	−0.4%	+21.0%	+25.0%	+22.7%	+12.3%	−6.4%	$184.2B
2	BUSMV	iShares MSCI USA Min Vol Factor ETFRead Desk	0.15%	1.37%	−0.3%	+10.2%	+11.9%	+15.2%	+7.5%	−6.5%	$24.1B
3	AROMO	Strategy Shares Newfound/ReSolve Robust Momentum ETFRead Desk	1.05%	8.43%	+0.2%	+5.2%	+5.8%	+15.5%	+5.4%	−11.2%	$25M

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

All Three

5Y3 funds

#
1	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.83%	−0.4%	+21.0%	+25.0%	+22.7%	+12.3%	−6.4%	$184.2B
2	BUSMV	iShares MSCI USA Min Vol Factor ETFRead Desk	0.15%	1.37%	−0.3%	+10.2%	+11.9%	+15.2%	+7.5%	−6.5%	$24.1B
3	AROMO	Strategy Shares Newfound/ReSolve Robust Momentum ETFRead Desk	1.05%	8.43%	+0.2%	+5.2%	+5.8%	+15.5%	+5.4%	−11.2%	$25M

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

Cards for this view

ROMO vs USMV

ROMO

Strategy Shares Newfound/ReSolve Robust Momentum

$13,010

USMV

iShares MSCI USA Min Vol Factor

$14,352

MeasureROMOUSMV

Fee1.05%0.15%

Cost on $10k a year$105$15

Yield8.43%1.37%

5 years, per year+5.4%+7.5%

3 years, per year+15.5%+15.2%

Worst drop · 1Y−11.2%−6.5%

Volatility · 1Y14.2%8.6%

4–2measures won
USMV first

0.0%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

VTV vs SCHV

YTD

VanguardVTV

+21.0%

SCHVSchwab

+18.4%

+21.0%Year to date+18.4%

1.8%Yield1.8%

$184BAssets$15.7B

1–0VTV wins

End-of-day Nov 3, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

Overlap: ROMO, USMV, VTV

Today

34.6%most shared, USMV and VTV

ROMOUSMVVTV

ROMO—0.0%0.0%

USMV0.0%—34.6%

VTV0.0%34.6%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$738most kept, ROMO

ROMO$843 − $105 = $738

VTV$183 − $3 = $180

USMV$137 − $15 = $122

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee