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ROMO
+0.34 · +1.05%
$33.27 · BATS

Strategy Shares Newfound/ReSolve Robust Momentum ETF (ROMO) ETF Analysis | Moderately Aggressive Allocation

Strategy Shares · USA
AUM:$27.8M
#– of – in Moderately Aggressive Allocation ETFs

Educational tool only – Figures are based on historical data, holdings and expense metrics for informational purposes. This is not financial advice or a recommendation to buy or sell any security. Always conduct your own research or consult a qualified financial adviser.

Market Performance

Up 16.5% over the past year, showing positive momentum.

Cost Efficiency

Ongoing charge of 0.96% — above average for this category.

What is ROMO?

The fund employs a passive management investment approach designed to track the total return performance, before fees and expenses, of the Newfound/ReSolve Robust Equity Momentum Index. The index uses a quantitative, rules-based methodology to provide exposure to broad U.

Performance Highlights

Returns (%)
Top Sectors (%)

Investment Breakdown

Strong Recent Performance
ROMO delivered 16.5% over the past year. Historical returns only — past performance is not indicative of future results.
Higher Cost Profile
Expense ratio of 0.96% is above average. Verify whether the strategy justifies the cost.
Concentrated Holdings
Top 10 holdings account for 100.0% of the ETF — significant weight in a small number of names.
ETF Information
AUM$27.8M
Expense Ratio0.96%
Dividend Yield8.55%
Holdings4
Inception DateNov 2019
Domicile–
Distribution–
Index–
ProviderStrategy Shares
Beta1.02
CategoryModerately Aggressive Allocation
CurrencyUSD
Portfolio Impact

How would ROMO affect your portfolio?

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Example preview
6168
+7 points · better diversified

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Compare Equity
Uses ISF.L (iShares FTSE 100 ETF)
Indicators

Performance Metrics

Historical returns

6M
+1.7%
1Y
+15.0%
3Y
+50.6%
5Y
+36.8%
OpenBook InsightIf you had invested £10,000 in ROMO 5 years ago, it would have grown to £13,681 — a gain of £3,681.

Annual Returns

Calendar year performance

ROMO delivered positive returns in 4 of the last 5 calendar years.
YearROMO
2026 YTD+9.2%
2025+9.9%
2024+21.4%
2023+10.6%
2022-19.1%
CAGR 4yr+4.5%
4/5 positive yearsAvg return: +6.4%Worst year: -19.1% (2022)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: POSITIVE
Trend Strength
100%
Positive
Volatility
11.5%
Low
Momentum
+4.3%
30-day change
Support Level
34.23
Key floor
Key Insights
  • Price is currently trading above all key moving averages.
  • Low volatility environment with a narrower recent trading range.
  • Monitor key support and resistance levels as part of broader risk assessment.
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