Compare · 2 funds side by side · dividends reinvested

JMOM and SRHQ

JMOMJ.P. Morgan×SRHQSRH×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,752JMOM · best of the two

02 / 04

JMOM 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

JPMorgan U.S. Momentum Factor ETFUS Stock Styles · Factor0.12%0.79%+16.6%+15.9%+26.9%+12.2%−8.6%17.8%$2.7B1.5

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: JMOM 2017 · SRHQ 2022

Head to Head

Swap sides Versus in desk

Head to Head

JPMorgan U.S. Momentum Factor ETF · $2.7B$17,752

JMOM

SRHQ

SRH U.S. Quality GARP ETF · $224M[…]

$10,000 five years ago, dividends reinvested · they hold 4.1% in common

JMOMMeasureSRHQ

+16.6%Year to dateJan 1 → Nov 4+30.7%

+15.9%1 yearTotal return+33.4%

+26.9%3 years · per year$10,000 became $20,421 · $19,230+24.4%

+12.2%5 years · per year$10,000 became $17,752 · […][…]

0.12%Expense ratio$12 · $35 a year on $10k · lower is better0.35%

0.79%Trailing 12-mo yield$79 · $67 a year on $10k0.67%

−8.6%Worst dropSmaller is better−7.5%

17.8%VolatilityLower is calmer14.8%

JMOMSRHQ 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

JMOM vs SRHQ: Top 5 Holdings

Today

JMOM

10.4%in top 5

SRHQ

in top 511.4%

JMOMStockSRHQ

not top 5HUM2.6%

not top 5QLYS2.5%

not top 5CVLT2.2%

2.2%MSFTnot top 5

not top 5CNC2.2%

2.2%AAPLnot top 5

2.1%AMDnot top 5

not top 5NSP2.0%

1.9%AVGOnot top 5

1.9%JNJnot top 5

Held in common4.1%

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

JMOM vs SRHQ Returns, Every Period

J.P. MorganJMOM

+15.9%

past year

SRHQSRH

+33.4%

past year

JMOMSRHQFaded: behind in that period

1–2SRHQ wins

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

JMOM vs SRHQ

YTD

J.P. MorganJMOM

+16.6%

SRHQSRH

+30.7%

+16.6%Year to date+30.7%

−8.6%Worst drop · 1Y−7.5%

17.8%Volatility · 1Y14.8%

0.8%Yield0.7%

$2.7BAssets$224M

3–1SRHQ wins

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

Cost, Income and Risk

Fees: JMOM, SRHQ

Today

0.12%lowest, JMOM

FundExpense ratioFee$10k

JMOM0.12%$12

SRHQ0.35%$35

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

Yields: JMOM, SRHQ

0.79%highest, JMOM

FundTrailing yieldYield$10k

JMOM0.79%$79

SRHQ0.67%$67

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

Income After Fees on $10,000

$67most kept, JMOM

JMOM$79 − $12 = $67

SRHQ$67 − $35 = $32

KeptFee

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

Overlap: JMOM, SRHQ

Today

4.1%most shared, JMOM and SRHQ

JMOMSRHQ

JMOM—4.1%

SRHQ4.1%—

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

SRHQWorst drop−7.5%14.8% vol

JMOMWorst drop−8.6%17.8% vol

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

Paid More vs Made More

YTD

JMOMSRHQ

+16.6%Year to date+30.7%

0.8%Yield0.7%

+15.9%Past year+33.4%

0.12%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