Compare · 2 funds side by side · dividends reinvested

GARP and SRHQ

GARPiShares×SRHQSRH×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$21,138GARP · best of the two

02 / 04

GARP 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

iShares MSCI USA Quality GARP ETFUS Stock Styles · Factor0.15%0.26%+14.5%+12.9%+30.8%+16.1%−13.7%20.9%$3.5B1.6

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: GARP 2020 · SRHQ 2022

Head to Head

Swap sides Versus in desk

Head to Head

iShares MSCI USA Quality GARP ETF · $3.5B$21,138

GARP

SRHQ

SRH U.S. Quality GARP ETF · $224M[…]

$10,000 five years ago, dividends reinvested · they hold 2.4% in common

GARPMeasureSRHQ

+14.5%Year to dateJan 1 → Nov 4+30.7%

+12.9%1 yearTotal return+33.4%

+30.8%3 years · per year$10,000 became $22,358 · $19,230+24.4%

+16.1%5 years · per year$10,000 became $21,138 · […][…]

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

0.26%Trailing 12-mo yield$26 · $67 a year on $10k0.67%

−13.7%Worst dropSmaller is better−7.5%

20.9%VolatilityLower is calmer14.8%

GARPSRHQ 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

GARP vs SRHQ: Top 5 Holdings

Today

GARP

27.1%in top 5

SRHQ

in top 511.4%

GARPStockSRHQ

5.8%MSFTnot top 5

5.6%AAPLnot top 5

5.6%Vnot top 5

5.1%NVDAnot top 5

4.9%METAnot top 5

not top 5HUM2.6%

not top 5QLYS2.5%

not top 5CVLT2.2%

not top 5CNC2.2%

not top 5NSP2.0%

Held in common2.4%

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

GARP vs SRHQ Returns, Every Period

iSharesGARP

+12.9%

past year

SRHQSRH

+33.4%

past year

GARPSRHQFaded: behind in that period

1–2SRHQ wins

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

GARP vs SRHQ

YTD

iSharesGARP

+14.5%

SRHQSRH

+30.7%

+14.5%Year to date+30.7%

−13.7%Worst drop · 1Y−7.5%

20.9%Volatility · 1Y14.8%

0.3%Yield0.7%

$3.5BAssets$224M

4–0SRHQ wins

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

Cost, Income and Risk

Fees: GARP, SRHQ

Today

0.15%lowest, GARP

FundExpense ratioFee$10k

GARP0.15%$15

SRHQ0.35%$35

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

Yields: GARP, SRHQ

0.67%highest, SRHQ

FundTrailing yieldYield$10k

SRHQ0.67%$67

GARP0.26%$26

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

Income After Fees on $10,000

$32most kept, SRHQ

SRHQ$67 − $35 = $32

GARP$26 − $15 = $11

KeptFee

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

Overlap: GARP, SRHQ

Today

2.4%most shared, GARP and SRHQ

GARPSRHQ

GARP—2.4%

SRHQ2.4%—

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

GARPWorst drop−13.7%20.9% vol

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

Paid More vs Made More

YTD

SRHQGARP

+30.7%Year to date+14.5%

0.7%Yield0.3%

+33.4%Past year+12.9%

0.35%Fee0.15%

3–1SRHQ 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