ROMO vs AAVM

Comparison between STRATEGY SHARES NEWFOUND/RESOLVE ROBUST MOMENTUM ETF (ROMO, ETF) and ALPHA ARCHITECT GLOBAL FACTOR EQUITY ETF (AAVM, ETF).

5-Year PerformanceAAVM has outperformed ROMO, delivering a return of +6.8% compared to +6.6%

ROMO vs AAVM - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	ROMO(ETF)	AAVM(ETF)
Net Assets	$26M	$26M
Expense Ratio	0.87%	0.38%
Max Drawdown	28.66%	36.35%
Sharpe Ratio	0.85	1.63
5Y Beta	0.71	0.90
5Y Dividends CAGR	63.36%	28.54%

Net Assets

ROMO

$26M

AAVM

$26M

Expense Ratio

ROMO

0.87%

Winner

AAVM

0.38%

Max Drawdown

Winner

ROMO

28.66%

AAVM

36.35%

Sharpe Ratio

ROMO

0.85

Winner

AAVM

1.63

5Y Beta

Winner

ROMO

0.71

AAVM

0.90

5Y Dividends CAGR

Winner

ROMO

63.36%

AAVM

28.54%

ROMO vs AAVM - Holdings Comparison

ROMO and AAVM have 0 common holdings. Overlap is 0.00%

ROMO's top 25 holdings weight is 100.00%. AAVM's top 25 holdings weight is 100.00%.

Rank	ROMO	AAVM
#1	ISHARES CORE S&P 500 ETF (IVV) - 60.59%	ALPHA ARCHITECT INTL QUANT MOMT ETF (IMOM) - 29.97%
#2	ISHARES CORE MSCI EAFE ETF (IEFA) - 32.05%	ALPHA ARCHITECT INTL QUANT VAL ETF (IVAL) - 27.18%
#3	ISHARES 7-10 YEAR TREASURY BOND ETF (IEF) - 3.67%	ALPHA ARCHITECT US QUANTITATIVE MOMT ETF (QMOM) - 22.86%
#4	ISHARES CORE MSCI EMERGING MARKETS ETF (IEMG) - 3.33%	ALPHA ARCHITECT US QUANTITATIVE VAL ETF (QVAL) - 19.85%
#5	ISHARES 1-3 YEAR TREASURY BOND ETF (SHY) - 0.36%	FIRST AMERICAN GOVERNMENT OBLIGS X (FGXXX) - 0.14%
#6	N/A	N/A
#7	N/A	N/A
#8	N/A	N/A
#9	N/A	N/A
#10	N/A	N/A
#11	N/A	N/A
#12	N/A	N/A
#13	N/A	N/A
#14	N/A	N/A
#15	N/A	N/A
#16	N/A	N/A
#17	N/A	N/A
#18	N/A	N/A
#19	N/A	N/A
#20	N/A	N/A
#21	N/A	N/A
#22	N/A	N/A
#23	N/A	N/A
#24	N/A	N/A
#25	N/A	N/A
Total Holdings	5	5

ROMO vs AAVM - Historical Returns

Returns include dividend reinvestment.

Period	ROMO	AAVM
1 month	+0.60%	+0.41%
3 months	+5.50%	+9.68%
6 months	+6.28%	+17.32%
1 year	+15.08%	+32.41%
5 years(CAGR)	+6.56%	+6.84%
10 years(CAGR)	N/A	+5.12%
Max(CAGR)	+6.68%	+5.12%

Winner

ROMO

+0.60%

AAVM

+0.41%

ROMO

+5.50%

Winner

AAVM

+9.68%

ROMO

+6.28%

Winner

AAVM

+17.32%

ROMO

+15.08%

Winner

AAVM

+32.41%

5Y(CAGR)

ROMO

+6.56%

Winner

AAVM

+6.84%

10Y(CAGR)

ROMO

N/A

AAVM

+5.12%

Max(CAGR)

Winner

ROMO

+6.68%

AAVM

+5.12%

ROMO vs AAVM - Annual Returns (2017 - 2026)

Returns include dividend reinvestment.

Year	ROMO	AAVM
2026	+4.98%	+15.08%
2025	+9.95%	+17.99%
2024	+21.44%	+12.87%
2023	+10.61%	+1.34%
2022	-19.13%	-6.83%
2021	+21.81%	+3.43%
2020	-4.24%	+3.98%
2019	+4.41%	+4.52%
2018	N/A	-16.23%
2017	N/A	+14.62%

ROMO vs AAVM Drawdown Comparison

The maximum drawdown for ROMO was -28.66%, occurring on Mar 23, 2020. Recovery took 291 trading sessions.

The maximum drawdown for AAVM was -34.70%, occurring on Mar 18, 2020. Recovery took 1899 trading sessions.

The current ROMO drawdown is -2.46%. The current AAVM drawdown is -1.23%.

Rank	ROMO	AAVM
#1	-28.66% Feb 19, 2020 - Apr 15, 2021	-34.70% Jan 23, 2018 - Aug 13, 2025
#2	-20.26% Dec 29, 2021 - Jun 5, 2024	-10.85% Feb 27, 2026 - Apr 17, 2026
#3	-14.09% Feb 19, 2025 - Aug 14, 2025	-5.04% May 29, 2026 - Jun 10, 2026
#4	-11.16% Feb 25, 2026 - Mar 20, 2026	-4.64% Nov 12, 2025 - Nov 28, 2025
#5	-8.67% Jul 16, 2024 - Sep 19, 2024	-3.72% Oct 6, 2025 - Oct 27, 2025
#6	-5.07% Sep 2, 2021 - Oct 26, 2021	-3.41% May 6, 2026 - May 26, 2026
#7	-4.79% Oct 28, 2025 - Dec 23, 2025	-3.11% Apr 17, 2026 - May 6, 2026
#8	-4.18% Nov 18, 2021 - Dec 10, 2021	-2.65% Aug 7, 2017 - Aug 31, 2017
#9	-4.10% Dec 6, 2024 - Jan 23, 2025	-2.33% Jan 27, 2026 - Feb 6, 2026
#10	-4.00% May 7, 2021 - Jun 4, 2021	-2.15% Jun 13, 2017 - Jul 12, 2017
#11	-3.23% Oct 6, 2025 - Oct 20, 2025	-1.77% Nov 30, 2017 - Dec 18, 2017
#12	-3.08% Jul 12, 2021 - Jul 23, 2021	-1.67% Nov 8, 2017 - Nov 17, 2017
#13	-3.07% Jan 17, 2020 - Feb 5, 2020	-1.56% Dec 11, 2025 - Dec 22, 2025
#14	-2.96% Dec 10, 2021 - Dec 23, 2021	-1.47% Oct 27, 2025 - Nov 10, 2025
#15	-2.80% Oct 18, 2024 - Nov 6, 2024	-1.47% Sep 11, 2025 - Oct 1, 2025