Compare · 2 funds side by side · dividends reinvested

FDMO and SRHQ

FDMOFidelity×SRHQSRH×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$18,111FDMO · best of the two

02 / 04

FDMO and SRHQ, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

SRH U.S. Quality GARP ETFUS Stock Styles · Factor0.35%0.67%+30.7%+33.4%+24.4%[…]−7.5%14.8%$224M1.3

Fidelity Momentum Factor ETFUS Stock Styles · Factor0.15%0.65%+7.4%+5.8%+26.5%+12.6%−12.2%19.9%$870M1.6

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 4, 2026 · returns include dividends · since: FDMO 2016 · SRHQ 2022

Head to Head

Swap sides Versus in desk

Head to Head

Fidelity Momentum Factor ETF · $870M$18,111

FDMO

SRHQ

SRH U.S. Quality GARP ETF · $224M[…]

$10,000 five years ago, dividends reinvested · they hold 3.5% in common

FDMOMeasureSRHQ

+7.4%Year to dateJan 1 → Nov 4+30.7%

+5.8%1 yearTotal return+33.4%

+26.5%3 years · per year$10,000 became $20,225 · $19,230+24.4%

+12.6%5 years · per year$10,000 became $18,111 · […][…]

0.15%Expense ratio$15 · $35 a year on $10k · lower is better0.35%

0.65%Trailing 12-mo yield$65 · $67 a year on $10k0.67%

−12.2%Worst dropSmaller is better−7.5%

19.9%VolatilityLower is calmer14.8%

FDMOSRHQ Winner of the row, in its colourEach row: the bigger of the two fills its side

2–5SRHQ wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

FDMO vs SRHQ: Top 5 Holdings

Today

FDMO

27.9%in top 5

SRHQ

in top 511.4%

FDMOStockSRHQ

8.5%NVDAnot top 5

8.4%AAPLnot top 5

4.7%GOOGLnot top 5

3.8%AMZNnot top 5

2.6%MUnot top 5

not top 5HUM2.6%

not top 5QLYS2.5%

not top 5CVLT2.2%

not top 5CNC2.2%

not top 5NSP2.0%

Held in common3.5%

End-of-day Nov 4, 2026 · share of each fund

FDMO vs SRHQ Returns, Every Period

FidelityFDMO

+5.8%

past year

SRHQSRH

+33.4%

past year

FDMOSRHQFaded: behind in that period

1–2SRHQ wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

FDMO vs SRHQ

YTD

FidelityFDMO

+7.4%

SRHQSRH

+30.7%

+7.4%Year to date+30.7%

−12.2%Worst drop · 1Y−7.5%

19.9%Volatility · 1Y14.8%

0.7%Yield0.7%

$870MAssets$224M

3–0SRHQ wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: FDMO, SRHQ

Today

0.15%lowest, FDMO

FundExpense ratioFee$10k

FDMO0.15%$15

SRHQ0.35%$35

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: FDMO, SRHQ

0.67%highest, SRHQ

FundTrailing yieldYield$10k

SRHQ0.67%$67

FDMO0.65%$65

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$50most kept, FDMO

FDMO$65 − $15 = $50

SRHQ$67 − $35 = $32

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: FDMO, SRHQ

Today

3.5%most shared, FDMO and SRHQ

FDMOSRHQ

FDMO—3.5%

SRHQ3.5%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+33.4%SRHQ, at 14.8% volatility

SRHQWorst drop−7.5%14.8% vol

FDMOWorst drop−12.2%19.9% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

SRHQFDMO

+30.7%Year to date+7.4%

0.7%Yield0.7%

+33.4%Past year+5.8%

0.35%Fee0.15%

2–1SRHQ wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026