Compare · 2 funds side by side · dividends reinvested

MMTM and SRHQ

MMTMSPDR×SRHQSRH×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,030MMTM · best of the two

02 / 04

MMTM 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

State Street SPDR S&P 1500 Momentum Tilt ETFUS Stock Styles · Factor0.12%0.93%+1.8%+0.9%+20.1%+9.9%−9.9%15.7%$126M1.6

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: MMTM 2012 · SRHQ 2022

Head to Head

Swap sides Versus in desk

Head to Head

State Street SPDR S&P 1500 Momentum Tilt ETF · $126M$16,030

MMTM

SRHQ

SRH U.S. Quality GARP ETF · $224M[…]

$10,000 five years ago, dividends reinvested · they hold 3.3% in common

MMTMMeasureSRHQ

+1.8%Year to dateJan 1 → Nov 4+30.7%

+0.9%1 yearTotal return+33.4%

+20.1%3 years · per year$10,000 became $17,329 · $19,230+24.4%

+9.9%5 years · per year$10,000 became $16,030 · […][…]

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

0.93%Trailing 12-mo yield$93 · $67 a year on $10k0.67%

−9.9%Worst dropSmaller is better−7.5%

15.7%VolatilityLower is calmer14.8%

MMTMSRHQ 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

MMTM vs SRHQ: Top 5 Holdings

Today

MMTM

25.0%in top 5

SRHQ

in top 511.4%

MMTMStockSRHQ

9.6%AAPLnot top 5

7.0%NVDAnot top 5

3.0%GOOGLnot top 5

2.8%MUnot top 5

2.6%LLYnot top 5

not top 5HUM2.6%

not top 5QLYS2.5%

not top 5CVLT2.2%

not top 5CNC2.2%

not top 5NSP2.0%

Held in common3.3%

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

MMTM vs SRHQ Returns, Every Period

SPDRMMTM

+0.9%

past year

SRHQSRH

+33.4%

past year

MMTMSRHQFaded: behind in that period

0–3SRHQ wins

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

MMTM vs SRHQ

YTD

SPDRMMTM

+1.8%

SRHQSRH

+30.7%

+1.8%Year to date+30.7%

−9.9%Worst drop · 1Y−7.5%

15.7%Volatility · 1Y14.8%

0.9%Yield0.7%

$126MAssets$224M

3–1SRHQ wins

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

Cost, Income and Risk

Fees: MMTM, SRHQ

Today

0.12%lowest, MMTM

FundExpense ratioFee$10k

MMTM0.12%$12

SRHQ0.35%$35

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

Yields: MMTM, SRHQ

0.93%highest, MMTM

FundTrailing yieldYield$10k

MMTM0.93%$93

SRHQ0.67%$67

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

Income After Fees on $10,000

$81most kept, MMTM

MMTM$93 − $12 = $81

SRHQ$67 − $35 = $32

KeptFee

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

Overlap: MMTM, SRHQ

Today

3.3%most shared, MMTM and SRHQ

MMTMSRHQ

MMTM—3.3%

SRHQ3.3%—

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

MMTMWorst drop−9.9%15.7% vol

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

Paid More vs Made More

YTD

MMTMSRHQ

+1.8%Year to date+30.7%

0.9%Yield0.7%

+0.9%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