Compare · 2 funds side by side · dividends reinvested

JOET and SRHQ

JOETVirtus×SRHQSRH×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$14,929JOET · best of the two

02 / 04

JOET 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

Virtus Terranova U.S. Quality Momentum ETFUS Stock Styles · Factor0.29%0.61%+7.3%+5.9%+20.5%+8.3%−10.4%14.0%$230M1.6

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: JOET 2020 · SRHQ 2022

Head to Head

Swap sides Versus in desk

Head to Head

Virtus Terranova U.S. Quality Momentum ETF · $230M$14,929

JOET

SRHQ

SRH U.S. Quality GARP ETF · $224M[…]

$10,000 five years ago, dividends reinvested · they hold 5.0% in common

JOETMeasureSRHQ

+7.3%Year to dateJan 1 → Nov 4+30.7%

+5.9%1 yearTotal return+33.4%

+20.5%3 years · per year$10,000 became $17,496 · $19,230+24.4%

+8.3%5 years · per year$10,000 became $14,929 · […][…]

0.29%Expense ratio$29 · $35 a year on $10k · lower is better0.35%

0.61%Trailing 12-mo yield$61 · $67 a year on $10k0.67%

−10.4%Worst dropSmaller is better−7.5%

14.0%VolatilityLower is calmer14.8%

JOETSRHQ 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

JOET vs SRHQ: Top 5 Holdings

Today

JOET

4.6%in top 5

SRHQ

in top 511.4%

JOETStockSRHQ

not top 5HUM2.6%

not top 5QLYS2.5%

not top 5CVLT2.2%

not top 5CNC2.2%

not top 5NSP2.0%

1.0%REGNnot top 5

0.9%HWMnot top 5

0.9%PWRnot top 5

0.9%VRTnot top 5

0.9%LLYnot top 5

Held in common5.0%

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

JOET vs SRHQ Returns, Every Period

VirtusJOET

+5.9%

past year

SRHQSRH

+33.4%

past year

JOETSRHQFaded: behind in that period

0–3SRHQ wins

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

JOET vs SRHQ

YTD

VirtusJOET

+7.3%

SRHQSRH

+30.7%

+7.3%Year to date+30.7%

−10.4%Worst drop · 1Y−7.5%

14.0%Volatility · 1Y14.8%

0.6%Yield0.7%

$230MAssets$224M

3–1SRHQ wins

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

Cost, Income and Risk

Fees: JOET, SRHQ

Today

0.29%lowest, JOET

FundExpense ratioFee$10k

JOET0.29%$29

SRHQ0.35%$35

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

Yields: JOET, SRHQ

0.67%highest, SRHQ

FundTrailing yieldYield$10k

SRHQ0.67%$67

JOET0.61%$61

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

Income After Fees on $10,000

$32most kept, SRHQ

SRHQ$67 − $35 = $32

JOET$61 − $29 = $32

KeptFee

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

Overlap: JOET, SRHQ

Today

5.0%most shared, JOET and SRHQ

JOETSRHQ

JOET—5.0%

SRHQ5.0%—

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

JOETWorst drop−10.4%14.0% 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

SRHQJOET

+30.7%Year to date+7.3%

0.7%Yield0.6%

+33.4%Past year+5.9%

0.35%Fee0.29%

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