Compare · 2 funds side by side · dividends reinvested

MFUS and SRHQ

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,646MFUS · best of the two

02 / 04

MFUS and SRHQ, 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%+17.3%+19.5%+23.8%+12.0%−6.4%11.4%$304M1.3

SRH U.S. Quality GARP ETFUS Stock Styles · Factor0.35%0.69%+27.6%+30.1%+23.6%[…]−7.5%14.6%$224M1.7

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 3, 2026 · returns include dividends · since: MFUS 2017 · SRHQ 2022

Head to Head

Swap sides Versus in desk

Head to Head

PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF · $304M$17,646

MFUS

SRHQ

SRH U.S. Quality GARP ETF · $224M[…]

$10,000 five years ago, dividends reinvested · they hold 7.5% in common

MFUSMeasureSRHQ

+17.3%Year to dateJan 1 → Nov 3+27.6%

+19.5%1 yearTotal return+30.1%

+23.8%3 years · per year$10,000 became $18,966 · $18,887+23.6%

+12.0%5 years · per year$10,000 became $17,646 · […][…]

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

1.42%Trailing 12-mo yield$142 · $69 a year on $10k0.69%

−6.4%Worst dropSmaller is better−7.5%

11.4%VolatilityLower is calmer14.6%

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

5–2MFUS wins

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

More Ways to See the Pairs

MFUS vs SRHQ: Top 5 Holdings

Today

MFUS

9.3%in top 5

SRHQ

in top 511.3%

MFUSStockSRHQ

not top 5HUM2.5%

not top 5QLYS2.5%

2.2%AAPLnot top 5

not top 5CNC2.1%

not top 5CVLT2.1%

not top 5NSP2.1%

1.9%JNJnot top 5

1.8%XOMnot top 5

1.7%LLYnot top 5

1.6%CVXnot top 5

Held in common7.5%

End-of-day Nov 3, 2026 · share of each fund

MFUS vs SRHQ Returns, Every Period

PIMCOMFUS

+19.5%

past year

SRHQSRH

+30.1%

past year

MFUSSRHQFaded: behind in that period

1–2SRHQ wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

MFUS vs SRHQ

YTD

PIMCOMFUS

+17.3%

SRHQSRH

+27.6%

+17.3%Year to date+27.6%

−6.4%Worst drop · 1Y−7.5%

11.4%Volatility · 1Y14.6%

1.4%Yield0.7%

$304MAssets$224M

3–1MFUS wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: MFUS, SRHQ

Today

0.29%lowest, MFUS

FundExpense ratioFee$10k

MFUS0.29%$29

SRHQ0.35%$35

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: MFUS, SRHQ

1.42%highest, MFUS

FundTrailing yieldYield$10k

MFUS1.42%$142

SRHQ0.69%$69

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$113most kept, MFUS

MFUS$142 − $29 = $113

SRHQ$69 − $35 = $34

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: MFUS, SRHQ

Today

7.5%most shared, MFUS and SRHQ

MFUSSRHQ

MFUS—7.5%

SRHQ7.5%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+30.1%SRHQ, at 14.6% volatility

MFUSWorst drop−6.4%11.4% vol

SRHQWorst drop−7.5%14.6% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

MFUSSRHQ

+17.3%Year to date+27.6%

1.4%Yield0.7%

+19.5%Past year+30.1%

0.29%Fee0.35%

2–2level

End-of-day Nov 3, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026