ROMO vs VOO
Strategy Shares Newfound/ReSolve Robust Momentum ETF vs Vanguard S&P 500 ETF
Which is better, ROMO or VOO?
Mid Cap Growth against Large Cap Blend.
VOO has a lower expense ratio. VOO led over 1Y, 3Y, 5Y and the full window.
MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.
Side-by-Side Comparison
| Metric | ROMO | VOO |
|---|---|---|
| Expense Ratio | 0.92% | 0.03%Best |
| AUM | $26M | $1.0T |
| Dividend Yield | 2.32% | 1.06% |
| Holdings | 4 | 506 |
| YTD Return | +6.82% | +13.57%Best |
| 1Y Return | +1.71% | +17.55%Best |
| 3Y Return (annualized) | +11.59% | +22.46%Best |
| 5Y Return (annualized) | +4.57% | +13.28%Best |
| Volatility (annualized) | 12.8%Best | 16.7% |
| Max Drawdown | -28.7%Best | -34.3% |
| $10,000 over 5 years | $12,504 | $18,654Best |
| Fund Family | STRATEGY SHARES | Vanguard (US) |
| Category | Equity | Equity |
| Style | Mid Cap Growth | Large Cap Blend |
| Inception | Nov 1, 2019 | Sep 7, 2010 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown are measured over the window both funds cover: Nov 4, 2019 to Oct 14, 2026 (6.9 years).
ROMO vs VOO growth
Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 6.9 years both funds cover.
ROMO vs VOO Performance
Strategy Shares Newfound/ReSolve Robust Momentum ETF (ROMO) is an ETF from STRATEGY SHARES and Vanguard S&P 500 ETF (VOO) is an ETF from Vanguard (US). Over the past year ROMO returned +1.71% while VOO returned +17.55%. Year to date, ROMO is up 6.82% versus a gain of 13.57% for VOO.
Over three years, ROMO compounded at +11.59% per year against +22.46% for VOO; over five years the annualized figures are +4.57% and +13.28% respectively. Across the full 7-year window we track, VOO has the edge at +15.47% annualized vs +5.32%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
VOO has been the more volatile fund, with annualized monthly volatility of 16.7% compared with 12.8% for ROMO. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.
The deepest peak-to-trough decline in our data was -28.7% for ROMO and -34.3% for VOO. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.81. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
ROMO charges 0.92% per year while VOO charges 0.03%. On a $10,000 position that is $92 vs $3 annually, a gap of $89 per year that compounds over a long holding period. On income, ROMO currently yields 2.32% against 1.06% for VOO.
Holdings Overlap
We hold position weights for 4 holdings in ROMO and 504 in VOO, totalling 100.0% and 100.1% of the two funds. The two books name no position in common, so there is no overlap percentage to show.
0 positions in common, counted across the 4 positions we hold weights for in ROMO and 504 in VOO, against full books of 4 and 506.
What only one of them owns
Measured across the 4 and 504 positions we hold weights for.
VOO holds 499 positions ROMO does not, 99.7% of the fund.
Largest: NVDA 8.09%, AAPL 7.04%, MSFT 5.70%, AMZN 3.85%, GOOGL 3.01%
You are not choosing between two funds in isolation.
Whichever of ROMO and VOO you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, ROMO or VOO?
ROMO has an expense ratio of 0.92% while VOO charges 0.03%. VOO is the cheaper option, by $89 a year on a $10,000 investment.
Which performed better, ROMO or VOO?
Over the past year ROMO returned +1.71% vs +17.55% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (7 years), ROMO annualized +5.32% vs +15.47% for VOO. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, ROMO or VOO?
VOO has been the more volatile fund at 16.7% annualized versus 12.8% for ROMO. Worst drawdown: ROMO -28.7% vs VOO -34.3%.
Should I hold both ROMO and VOO?
ROMO and VOO have a monthly-return correlation of 0.81, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
Which pays a higher dividend, ROMO or VOO?
ROMO yields 2.32% while VOO yields 1.06%, so ROMO currently pays the higher dividend yield.
Is VOO better than ROMO?
VOO has a lower expense ratio. VOO led over 1Y, 3Y, 5Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.