Compare · 3 funds side by side · dividends reinvested

MFUS, SRHQ and VUG

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,414MFUS · best of the three

Story of the three · IncomeMost incomeMFUS · 1.42% · $142 a year on $10k

Story of the three · RiskSmallest drop

MFUS, SRHQ and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETFUS Stock Styles · Factor0.29%1.42%+17.1%+20.0%+21.5%+11.7%−6.4%12.2%$315M1.6

SRH U.S. Quality GARP ETFUS Stock Styles · Factor0.35%0.68%+29.2%+32.2%+21.5%[…]−7.5%14.9%$231M1.9

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+3.4%+4.2%+22.2%+10.4%−15.1%19.1%$233B2.4

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: MFUS 2017 · SRHQ 2022 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

5Y

PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF · $315M$17,414

MFUS

SRHQ

SRH U.S. Quality GARP ETF · $231M[…]

$10,000 five years ago, dividends reinvested · they hold 7.6% in common

MFUS

More Ways to See the Pairs

MFUS vs SRHQ: Top 5 Holdings

Today

MFUS

9.3%in top 5

SRHQ

in top 511.4%

MFUSStockSRHQ

not top 5HUM2.6%

not top 5QLYS2.4%

2.3%AAPLnot top 5

not top 5CVLT2.2%

not top 5CNC2.2%

Cost, Income and Risk

Fees: MFUS, SRHQ, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

MFUS0.29%$29

SRHQ0.35%$35

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

Yields: MFUS, 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

+17.1%Year to dateJan 1 → Nov 10+29.2%

+20.0%1 yearTotal return+32.2%

+21.5%3 years · per year$10,000 became $17,939 · $17,947+21.5%

+11.7%5 years · per year$10,000 became $17,414 · […][…]

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

1.42%Trailing 12-mo yield$142 · $68 a year on $10k0.68%

−6.4%Worst dropSmaller is better−7.5%

12.2%VolatilityLower is calmer14.9%

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

4–2MFUS wins

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

not top 5FTDR2.0%

2.0%JNJnot top 5

1.7%LLYnot top 5

1.7%XOMnot top 5

1.5%CVXnot top 5

Held in common7.6%

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

MFUS vs SRHQ Returns, Every Period

1Y

PIMCOMFUS

+20.0%

past year

SRHQSRH

+32.2%

past year

MFUSSRHQFaded: behind in that period

0–2SRHQ wins

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

MFUS vs SRHQ

YTD

PIMCOMFUS

+17.1%

SRHQSRH

+29.2%

+17.1%Year to date+29.2%

−6.4%Worst drop · 1Y−7.5%

12.2%Volatility · 1Y14.9%

1.4%Yield0.7%

$315MAssets$231M

3–1MFUS wins

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

1Y

1.42%highest, MFUS

FundTrailing yieldYield$10k

MFUS1.42%$142

SRHQ0.68%$68

VUG0.41%$41

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

Income After Fees on $10,000

1Y

$113most kept, MFUS

MFUS$142 − $29 = $113

VUG$41 − $3 = $38

SRHQ$68 − $35 = $33

KeptFee

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

Overlap: MFUS, SRHQ, VUG

Today

18.7%most shared, MFUS and VUG

MFUSSRHQVUG

MFUS—7.6%18.7%

SRHQ7.6%—0.2%

VUG18.7%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

MFUSWorst drop−6.4%12.2% vol

SRHQWorst drop−7.5%14.9% vol

VUGWorst drop−15.1%19.1% vol

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

Paid More vs Made More

YTD

MFUSSRHQ

+17.1%Year to date+29.2%

1.4%Yield0.7%

+20.0%Past year+32.2%

0.29%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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MFUS, SRHQ and VUG

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three