ROMO vs VOO
ROMO vs VOO
Strategy Shares Newfound/ReSolve Robust Momentum ETF vs Vanguard S&P 500 ETF
Quick Verdict
VOO has a lower expense ratio. VOO delivered stronger 1-year returns. VOO offers more diversification with 505 holdings.
Side-by-Side Comparison
| Metric | ROMO | VOO | Winner |
|---|---|---|---|
| Expense Ratio | 0.87% | 0.03% | |
| AUM | $25M | $979.0B | |
| Dividend Yield | 2.41% | 1.09% | |
| Holdings | 4 | 509 | |
| YTD Return | +9.63% | +13.80% | |
| 1Y Return | +8.65% | +23.71% | |
| 3Y Return (annualized) | +11.50% | +21.50% | |
| 5Y Return (annualized) | +5.18% | +13.44% | |
| Volatility (annualized) | 12.9% | 14.1% | |
| Max Drawdown | -28.7% | -34.3% | |
| Fund Family | STRATEGY SHARES | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Nov 1, 2019 | Sep 7, 2010 |
ROMO vs VOO Performance
Strategy Shares Newfound/ReSolve Robust Momentum ETF (ROMO) is a ETF from STRATEGY SHARES and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year ROMO returned +8.65% while VOO returned +23.71%. Year to date, ROMO is up 9.63% versus a gain of 13.80% for VOO.
Over three years, ROMO compounded at +11.50% per year against +21.50% for VOO; over five years the annualized figures are +5.18% and +13.44% respectively. Across the full 7-year window we track, VOO has the edge at +13.58% annualized vs +5.88%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
VOO has been the more volatile fund, with annualized monthly volatility of 14.1% compared with 12.9% 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 worth weighing if you expect to sell during market stress rather than ride it out.
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 0.87% per year while VOO charges 0.03%. On a $10,000 position that is $87 vs $3 annually, a gap of $84 per year that compounds over a long holding period. On income, ROMO currently yields 2.41% against 1.09% for VOO.
Holdings Overlap
ROMO and VOO share 0 holdings out of 509 unique holdings combined, representing a 0.0% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, ROMO or VOO?
ROMO has an expense ratio of 0.87% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $84 per year of difference.
Which performed better, ROMO or VOO?
Over the past year ROMO returned +8.65% vs +23.71% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (7 years), ROMO annualized +5.88% vs +13.58% for VOO. Past performance does not guarantee future results.
Which is riskier, ROMO or VOO?
VOO has been the more volatile fund at 14.1% annualized versus 12.9% 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 combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between ROMO and VOO?
ROMO and VOO share 0 common holdings with a 0.0% weight overlap. Combined, they hold 509 unique securities.
Which pays a higher dividend, ROMO or VOO?
ROMO yields 2.41% while VOO yields 1.09%, so ROMO currently pays the higher dividend yield.
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