IVV vs ROMO
iShares Core S&P 500 ETF vs Strategy Shares Newfound/ReSolve Robust Momentum ETF
Quick Verdict
IVV has a lower expense ratio. IVV delivered stronger 1-year returns. IVV offers more diversification with 505 holdings.
Side-by-Side Comparison
| Metric | IVV | ROMO | Winner |
|---|---|---|---|
| Expense Ratio | 0.03% | 0.87% | |
| AUM | $865.2B | $25M | |
| Dividend Yield | 1.09% | 2.41% | |
| Holdings | 508 | 4 | |
| YTD Return | +13.72% | +9.54% | |
| 1Y Return | +21.64% | +6.92% | |
| 3Y Return (annualized) | +21.55% | +11.68% | |
| 5Y Return (annualized) | +13.27% | +4.98% | |
| Volatility (annualized) | 15.1% | 12.9% | |
| Max Drawdown | -56.5% | -28.7% | |
| Fund Family | iShares by BlackRock (US) | STRATEGY SHARES | |
| Category | Equity | Equity | |
| Inception | May 15, 2000 | Nov 1, 2019 |
IVV vs ROMO Performance
iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US) and Strategy Shares Newfound/ReSolve Robust Momentum ETF (ROMO) is a ETF from STRATEGY SHARES. Over the past year IVV returned +21.64% while ROMO returned +6.92%. Year to date, IVV is up 13.72% versus a gain of 9.54% for ROMO.
Over three years, IVV compounded at +21.55% per year against +11.68% for ROMO; over five years the annualized figures are +13.27% and +4.98% respectively. Across the full 7-year window we track, IVV has the edge at +7.04% annualized vs +5.85%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
IVV has been the more volatile fund, with annualized monthly volatility of 15.1% 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 -56.5% for IVV and -28.7% for ROMO. 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
IVV charges 0.03% per year while ROMO charges 0.87%. On a $10,000 position that is $3 vs $87 annually, a gap of $84 per year that compounds over a long holding period. On income, IVV currently yields 1.09% against 2.41% for ROMO.
Holdings Overlap
IVV and ROMO 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, IVV or ROMO?
IVV has an expense ratio of 0.03% while ROMO charges 0.87%. IVV is the cheaper option. On a $10,000 investment, that is $84 per year of difference.
Which performed better, IVV or ROMO?
Over the past year IVV returned +21.64% vs +6.92% for ROMO, so IVV leads on 1-year performance. Over the longest common window we track (7 years), IVV annualized +7.04% vs +5.85% for ROMO. Past performance does not guarantee future results.
Which is riskier, IVV or ROMO?
IVV has been the more volatile fund at 15.1% annualized versus 12.9% for ROMO. Worst drawdown: IVV -56.5% vs ROMO -28.7%.
Should I hold both IVV and ROMO?
IVV and ROMO 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 IVV and ROMO?
IVV and ROMO share 0 common holdings with a 0.0% weight overlap. Combined, they hold 509 unique securities.
Which pays a higher dividend, IVV or ROMO?
IVV yields 1.09% while ROMO yields 2.41%, so ROMO currently pays the higher dividend yield.
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