Compare · 3 funds side by side · dividends reinvested

MMTM, SRHQ and VUG

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,557VUG · best of the three

Story of the three · IncomeMost incomeMMTM · 0.93% · $93 a year on $10k

Story of the three · RiskSmallest drop

MMTM, SRHQ and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

SRH U.S. Quality GARP ETFUS Stock Styles · Factor0.35%0.68%+30.0%+32.0%+21.9%[…]−7.5%14.9%$231M1.6

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+5.1%+3.6%+22.6%+10.6%−15.1%19.1%$233B2.0

State Street SPDR S&P 1500 Momentum Tilt ETFUS Stock Styles · Factor0.12%0.93%+1.5%+1.1%+17.7%+9.1%−12.8%16.5%$125M2.3

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 11, 2026 · returns include dividends · since: MMTM 2012 · SRHQ 2022 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

5Y

State Street SPDR S&P 1500 Momentum Tilt ETF · $125M$15,492

MMTM

SRHQ

SRH U.S. Quality GARP ETF · $231M[…]

$10,000 five years ago, dividends reinvested · they hold 3.4% in common

MMTM

More Ways to See the Pairs

MMTM vs SRHQ: Top 5 Holdings

Today

MMTM

24.5%in top 5

SRHQ

in top 511.2%

MMTMStockSRHQ

10.3%AAPLnot top 5

5.8%NVDAnot top 5

3.1%GOOGLnot top 5

2.7%MSFTnot top 5

2.7%LLYnot top 5

Cost, Income and Risk

Fees: MMTM, SRHQ, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

MMTM0.12%$12

SRHQ0.35%$35

End-of-day Nov 11, 2026 · fee on $10,000 a year

Yields: MMTM, SRHQ, VUG

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+5.1%

SCHGSchwab

+5.9%

+5.1%Year to date+5.9%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$61.0B

1–1level

End-of-day Nov 11, 2026

SCHD vs VIG

YTD

SchwabSCHD

+34.6%

VIGVanguard

+16.0%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.1%

JEPIJ.P. Morgan

+8.6%

Measure

SRHQ

+1.5%Year to dateJan 1 → Nov 11+30.0%

+1.1%1 yearTotal return+32.0%

+17.7%3 years · per year$10,000 became $16,313 · $18,127+21.9%

+9.1%5 years · per year$10,000 became $15,492 · […][…]

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

0.93%Trailing 12-mo yield$93 · $68 a year on $10k0.68%

−12.8%Worst dropSmaller is better−7.5%

16.5%VolatilityLower is calmer14.9%

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

2–5SRHQ wins

End-of-day Nov 11, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5HUM2.6%

not top 5CVLT2.3%

not top 5CNC2.2%

not top 5QLYS2.1%

not top 5NSP2.0%

Held in common3.4%

End-of-day Nov 11, 2026 · share of each fund

MMTM vs SRHQ Returns, Every Period

1Y

SPDRMMTM

+1.1%

past year

SRHQSRH

+32.0%

past year

MMTMSRHQFaded: behind in that period

0–3SRHQ wins

End-of-day Nov 11, 2026 · dividends in · faded = behind in that period

MMTM vs SRHQ

YTD

SPDRMMTM

+1.5%

SRHQSRH

+30.0%

+1.5%Year to date+30.0%

−12.8%Worst drop · 1Y−7.5%

16.5%Volatility · 1Y14.9%

0.9%Yield0.7%

$125MAssets$231M

3–1SRHQ wins

End-of-day Nov 11, 2026 · smaller drop and lower volatility win

1Y

0.93%highest, MMTM

FundTrailing yieldYield$10k

MMTM0.93%$93

SRHQ0.68%$68

VUG0.41%$41

End-of-day Nov 11, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$81most kept, MMTM

MMTM$93 − $12 = $81

VUG$41 − $3 = $38

SRHQ$68 − $35 = $33

KeptFee

End-of-day Nov 11, 2026 · yield in dollars minus the fee

Overlap: MMTM, SRHQ, VUG

Today

50.2%most shared, MMTM and VUG

MMTMSRHQVUG

MMTM—3.4%50.2%

SRHQ3.4%—0.2%

VUG50.2%0.2%—

End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+32.0%SRHQ, at 14.9% volatility

SRHQWorst drop−7.5%14.9% vol

MMTMWorst drop−12.8%16.5% vol

VUGWorst drop−15.1%19.1% vol

End-of-day Nov 11, 2026 · up and left is better

Paid More vs Made More

YTD

MMTMSRHQ

+1.5%Year to date+30.0%

0.9%Yield0.7%

+1.1%Past year+32.0%

0.12%Fee0.35%

2–2level

End-of-day Nov 11, 2026

+34.6%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 11, 2026

+8.1%Year to date+8.6%

12.2%Yield7.8%

$42.0BAssets$46.6B

1–1level

End-of-day Nov 11, 2026

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MMTM, SRHQ and VUG

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three