Compare · 2 funds side by side · dividends reinvested

MTUM and SRHQ

MTUMiShares×SRHQSRH×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$15,541MTUM · best of the two

02 / 04

MTUM and SRHQ, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

SRH U.S. Quality GARP ETFUS Stock Styles · Factor0.35%0.69%+27.6%+30.1%+23.6%[…]−7.5%14.6%$224M1.3

iShares MSCI USA Momentum Factor ETFUS Stock Styles · Factor0.15%0.67%+11.6%+10.2%+28.2%+9.2%−20.1%27.8%$17.4B1.6

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

End-of-day Nov 3, 2026 · returns include dividends · since: MTUM 2013 · SRHQ 2022

Head to Head

Swap sides Versus in desk

Head to Head

iShares MSCI USA Momentum Factor ETF · $17.4B$15,541

MTUM

SRHQ

SRH U.S. Quality GARP ETF · $224M[…]

$10,000 five years ago, dividends reinvested · they hold 2.5% in common

MTUMMeasureSRHQ

+11.6%Year to dateJan 1 → Nov 3+27.6%

+10.2%1 yearTotal return+30.1%

+28.2%3 years · per year$10,000 became $21,049 · $18,887+23.6%

+9.2%5 years · per year$10,000 became $15,541 · […][…]

0.15%Expense ratio$15 · $35 a year on $10k · lower is better0.35%

0.67%Trailing 12-mo yield$67 · $69 a year on $10k0.69%

−20.1%Worst dropSmaller is better−7.5%

27.8%VolatilityLower is calmer14.6%

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

2–5SRHQ wins

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

More Ways to See the Pairs

MTUM vs SRHQ: Top 5 Holdings

Today

MTUM

21.3%in top 5

SRHQ

in top 511.3%

MTUMStockSRHQ

5.8%AMDnot top 5

5.0%MUnot top 5

3.7%JNJnot top 5

3.6%CSCOnot top 5

3.2%XOMnot top 5

not top 5HUM2.5%

not top 5QLYS2.5%

not top 5CNC2.1%

not top 5CVLT2.1%

not top 5NSP2.1%

Held in common2.5%

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

MTUM vs SRHQ Returns, Every Period

iSharesMTUM

+10.2%

past year

SRHQSRH

+30.1%

past year

MTUMSRHQFaded: behind in that period

1–2SRHQ wins

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

MTUM vs SRHQ

YTD

iSharesMTUM

+11.6%

SRHQSRH

+27.6%

+11.6%Year to date+27.6%

−20.1%Worst drop · 1Y−7.5%

27.8%Volatility · 1Y14.6%

0.7%Yield0.7%

$17.4BAssets$224M

3–0SRHQ wins

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

Cost, Income and Risk

Fees: MTUM, SRHQ

Today

0.15%lowest, MTUM

FundExpense ratioFee$10k

MTUM0.15%$15

SRHQ0.35%$35

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

Yields: MTUM, SRHQ

0.69%highest, SRHQ

FundTrailing yieldYield$10k

SRHQ0.69%$69

MTUM0.67%$67

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

Income After Fees on $10,000

$52most kept, MTUM

MTUM$67 − $15 = $52

SRHQ$69 − $35 = $34

KeptFee

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

Overlap: MTUM, SRHQ

Today

2.5%most shared, MTUM and SRHQ

MTUMSRHQ

MTUM—2.5%

SRHQ2.5%—

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

SRHQWorst drop−7.5%14.6% vol

MTUMWorst drop−20.1%27.8% vol

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

Paid More vs Made More

YTD

SRHQMTUM

+27.6%Year to date+11.6%

0.7%Yield0.7%

+30.1%Past year+10.2%

0.35%Fee0.15%

2–1SRHQ wins

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