ROMO vs USMV

AROMO

BUSMV

Measures won2–4USMV wins · of 6 · 5Y

$10,000 · 5Y$17,153VUG · USMV $14,754

Lowest cost0.03%VUG · $3 on $10k

Most income8.31%ROMO · $831 on $10k

Smallest drop−6.5%USMV · 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 · $24.5B

+15.8%3 years · per year$15,515 · $15,388+15.5%

+5.8%5 years · per year$13,247 · $14,754+8.1%

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

8.31%12-mo yield$831 · $135 on $10k1.35%

−11.2%Worst dropSmaller wins−6.5%

14.3%VolatilityLower wins8.7%

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 4, 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%	0.40%	+1.5%	+6.3%	+3.4%	+25.4%	+11.4%	−16.1%	$232.9B
2	BUSMV	iShares MSCI USA Min Vol Factor ETFRead Desk	0.15%	1.35%	+1.7%	+12.1%	+14.3%	+15.5%	+8.1%	−6.5%	$24.5B
3	AROMO	Strategy Shares Newfound/ReSolve Robust Momentum ETFRead Desk	1.29%	8.31%	+1.5%	+6.7%	+7.2%	+15.8%	+5.8%	−11.2%	$25M

End-of-day Nov 4, 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%	0.40%	+1.5%	+6.3%	+3.4%	+25.4%	+11.4%	−16.1%	$232.9B
2	BUSMV	iShares MSCI USA Min Vol Factor ETFRead Desk	0.15%	1.35%	+1.7%	+12.1%	+14.3%	+15.5%	+8.1%	−6.5%	$24.5B
3	AROMO	Strategy Shares Newfound/ReSolve Robust Momentum ETFRead Desk	1.29%	8.31%	+1.5%	+6.7%	+7.2%	+15.8%	+5.8%	−11.2%	$25M

End-of-day Nov 4, 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

$13,247

USMV

iShares MSCI USA Min Vol Factor

$14,754

MeasureROMOUSMV

Fee1.29%0.15%

Cost on $10k a year$129$15

Yield8.31%1.35%

5 years, per year+5.8%+8.1%

3 years, per year+15.8%+15.5%

Worst drop · 1Y−11.2%−6.5%

Volatility · 1Y14.3%8.7%

4–2measures won
USMV first

0.0%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+6.3%

SCHGSchwab

+6.8%

+6.3%Year to date+6.8%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$62.5B

1–1level

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

Overlap: ROMO, USMV, VUG

Today

21.7%most shared, USMV and VUG

ROMOUSMVVUG

ROMO—0.0%0.0%

USMV0.0%—21.7%

VUG0.0%21.7%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$702most kept, ROMO

ROMO$831 − $129 = $702

USMV$135 − $15 = $120

VUG$40 − $3 = $37

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee