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ROMOStrategy Shares Newfound/ReSolve Robust Momentum ETF

Grow my money#2470 of 2944 for Grow my money

Seeks to provide investment returns that correspond to the performance of the Newfound/ReSolve Robust Equity Momentum Index.

Strategy Shares · Since 2019 (6 years)

Annual Cost

0.87%

#4228 out of 5,332 ETFs

Fund Size

$25M

#3957 out of 5,332 ETFs

Dividend Yield

8.93%

Track Record

6 years

#2030 out of 5,332 ETFs

Performance

1 Year

+16.1%

3 Years

+13.5%

5 Years

+6.4%

What's inside

Asset class
Strategy
index tracking
Cap
multi cap

Asset allocation

Stocks
88.6%
Bonds
10.7%
Cash
0.5%
Other
0.1%

Sector breakdown

Financial Services
22.2%
Industrials
20.1%
Technology
10.4%
Healthcare
10.2%
Consumer Cyclical
8.6%
Consumer Defensive
6.6%
Basic Materials
6.2%
Communication
4.7%
Other
10.9%

Top holdings

iShares Core MSCI EAFE ETFIEFA86.0%
iShares 7-10 Year Treasury Bond ETFIEF7.6%
iShares Core S&P 500 ETFIVV3.3%
iShares 1-3 Year Treasury Bond ETFSHY3.1%

Risk profile

Volatility (1Y)

13.0%

Moderate

Max drawdown

-28.7%

Worst peak-to-trough loss

Sharpe (3Y)

0.78

Decent risk-adjusted returns

Sortino (3Y)

1.11

Good downside protection

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Data updated on 2026-05-05