Compare · 3 funds side by side · dividends reinvested

IMTM, SRHQ and VUG

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,394VUG · best of the three

Story of the three · IncomeMost incomeIMTM · 4.65% · $465 a year on $10k

Story of the three · RiskSmallest drop

IMTM, SRHQ and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

SRH U.S. Quality GARP ETFUS Stock Styles · Factor0.35%0.68%+29.2%+32.2%+21.5%[…]−7.5%14.9%$231M1.6

iShares MSCI Intl Momentum Factor ETFUS Stock Styles · Factor0.30%4.65%+5.4%+9.5%+19.7%+8.3%−12.8%20.4%$4.1B2.1

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+3.4%+4.2%+22.2%+10.4%−15.1%19.1%$233B2.1

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 10, 2026 · returns include dividends · since: IMTM 2015 · SRHQ 2022 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

5Y

iShares MSCI Intl Momentum Factor ETF · $4.1B$14,915

IMTM

SRHQ

SRH U.S. Quality GARP ETF · $231M[…]

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

IMTM

More Ways to See the Pairs

IMTM vs SRHQ: Top 5 Holdings

Today

IMTM

15.7%in top 5

SRHQ

in top 511.4%

IMTMStockSRHQ

4.6%ASML.ASnot top 5

3.5%RY.TOnot top 5

2.8%HSBA.Lnot top 5

not top 5HUM2.6%

2.6%TD.TO

Cost, Income and Risk

Fees: IMTM, SRHQ, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

IMTM0.30%$30

SRHQ0.35%$35

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

Yields: IMTM, SRHQ, VUG

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+3.4%

SCHGSchwab

+4.1%

+3.4%Year to date+4.1%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$61.0B

1–1level

End-of-day Nov 10, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.8%

VIGVanguard

+15.1%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.0%

JEPIJ.P. Morgan

+7.6%

Measure

SRHQ

+5.4%Year to dateJan 1 → Nov 10+29.2%

+9.5%1 yearTotal return+32.2%

+19.7%3 years · per year$10,000 became $17,140 · $17,947+21.5%

+8.3%5 years · per year$10,000 became $14,915 · […][…]

0.30%Expense ratio$30 · $35 a year on $10k · lower is better0.35%

4.65%Trailing 12-mo yield$465 · $68 a year on $10k0.68%

−12.8%Worst dropSmaller is better−7.5%

20.4%VolatilityLower is calmer14.9%

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

2–5SRHQ wins

End-of-day Nov 10, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5

not top 5QLYS2.4%

not top 5CVLT2.2%

not top 5CNC2.2%

2.2%NOVN.SWnot top 5

not top 5FTDR2.0%

Held in common0.0%

End-of-day Nov 10, 2026 · share of each fund

IMTM vs SRHQ Returns, Every Period

1Y

iSharesIMTM

+9.5%

past year

SRHQSRH

+32.2%

past year

IMTMSRHQFaded: behind in that period

0–3SRHQ wins

End-of-day Nov 10, 2026 · dividends in · faded = behind in that period

IMTM vs SRHQ

YTD

iSharesIMTM

+5.4%

SRHQSRH

+29.2%

+5.4%Year to date+29.2%

−12.8%Worst drop · 1Y−7.5%

20.4%Volatility · 1Y14.9%

4.6%Yield0.7%

$4.1BAssets$231M

3–1SRHQ wins

End-of-day Nov 10, 2026 · smaller drop and lower volatility win

1Y

4.65%highest, IMTM

FundTrailing yieldYield$10k

IMTM4.65%$465

SRHQ0.68%$68

VUG0.41%$41

End-of-day Nov 10, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$435most kept, IMTM

IMTM$465 − $30 = $435

VUG$41 − $3 = $38

SRHQ$68 − $35 = $33

KeptFee

End-of-day Nov 10, 2026 · yield in dollars minus the fee

Overlap: IMTM, SRHQ, VUG

Today

0.2%most shared, SRHQ and VUG

IMTMSRHQVUG

IMTM—0.0%0.0%

SRHQ0.0%—0.2%

VUG0.0%0.2%—

End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+32.2%SRHQ, at 14.9% volatility

SRHQWorst drop−7.5%14.9% vol

VUGWorst drop−15.1%19.1% vol

IMTMWorst drop−12.8%20.4% vol

End-of-day Nov 10, 2026 · up and left is better

Paid More vs Made More

YTD

IMTMSRHQ

+5.4%Year to date+29.2%

4.6%Yield0.7%

+9.5%Past year+32.2%

0.30%Fee0.35%

2–2level

End-of-day Nov 10, 2026

+33.8%Year to date+15.1%

2.9%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 10, 2026

+6.0%Year to date+7.6%

12.4%Yield7.9%

$42.0BAssets$46.6B

1–1level

End-of-day Nov 10, 2026

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IMTM, SRHQ and VUG

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three