Compare · 2 funds side by side · dividends reinvested

FQAL and SRHQ

FQALFidelity×SRHQSRH×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,195FQAL · best of the two

02 / 04

FQAL 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%$224M1.4

Fidelity Quality Factor ETFUS Stock Styles · Factor0.15%1.14%+13.1%+14.0%+22.4%+11.5%−8.4%11.5%$1.4B1.5

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: FQAL 2016 · SRHQ 2022

Head to Head

Swap sides Versus in desk

Head to Head

Fidelity Quality Factor ETF · $1.4B$17,195

FQAL

SRHQ

SRH U.S. Quality GARP ETF · $224M[…]

$10,000 five years ago, dividends reinvested · they hold 5.1% in common

FQALMeasureSRHQ

+13.1%Year to dateJan 1 → Nov 4+30.7%

+14.0%1 yearTotal return+33.4%

+22.4%3 years · per year$10,000 became $18,343 · $19,230+24.4%

+11.5%5 years · per year$10,000 became $17,195 · […][…]

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

1.14%Trailing 12-mo yield$114 · $67 a year on $10k0.67%

−8.4%Worst dropSmaller is better−7.5%

11.5%VolatilityLower is calmer14.8%

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

3–4SRHQ wins

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

More Ways to See the Pairs

FQAL vs SRHQ: Top 5 Holdings

Today

FQAL

28.5%in top 5

SRHQ

in top 511.4%

FQALStockSRHQ

7.7%NVDAnot top 5

7.6%AAPLnot top 5

6.2%MSFTnot top 5

4.3%GOOGLnot top 5

2.8%AVGOnot top 5

not top 5HUM2.6%

not top 5QLYS2.5%

not top 5CVLT2.2%

not top 5CNC2.2%

not top 5NSP2.0%

Held in common5.1%

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

FQAL vs SRHQ Returns, Every Period

FidelityFQAL

+14.0%

past year

SRHQSRH

+33.4%

past year

FQALSRHQFaded: behind in that period

0–3SRHQ wins

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

FQAL vs SRHQ

YTD

FidelityFQAL

+13.1%

SRHQSRH

+30.7%

+13.1%Year to date+30.7%

−8.4%Worst drop · 1Y−7.5%

11.5%Volatility · 1Y14.8%

1.1%Yield0.7%

$1.4BAssets$224M

2–2level

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

Cost, Income and Risk

Fees: FQAL, SRHQ

Today

0.15%lowest, FQAL

FundExpense ratioFee$10k

FQAL0.15%$15

SRHQ0.35%$35

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

Yields: FQAL, SRHQ

1.14%highest, FQAL

FundTrailing yieldYield$10k

FQAL1.14%$114

SRHQ0.67%$67

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

Income After Fees on $10,000

$99most kept, FQAL

FQAL$114 − $15 = $99

SRHQ$67 − $35 = $32

KeptFee

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

Overlap: FQAL, SRHQ

Today

5.1%most shared, FQAL and SRHQ

FQALSRHQ

FQAL—5.1%

SRHQ5.1%—

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

FQALWorst drop−8.4%11.5% vol

SRHQWorst drop−7.5%14.8% vol

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

Paid More vs Made More

YTD

FQALSRHQ

+13.1%Year to date+30.7%

1.1%Yield0.7%

+14.0%Past year+33.4%

0.15%Fee0.35%

2–2level

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