Compare · 2 funds side by side · dividends reinvested

PDP and SRHQ

PDPInvesco×SRHQSRH×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$13,938PDP · best of the two

02 / 04

PDP 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%$224M1.0

Invesco Dorsey Wright Momentum ETFUS Stock Styles · Factor0.62%0.00%+12.8%+8.2%+21.7%+6.9%−17.6%26.7%$1.4B1.9

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: PDP 2007 · SRHQ 2022

Head to Head

Swap sides Versus in desk

Head to Head

Invesco Dorsey Wright Momentum ETF · $1.4B$13,938

PDP

SRHQ

SRH U.S. Quality GARP ETF · $224M[…]

$10,000 five years ago, dividends reinvested · they hold 6.8% in common

PDPMeasureSRHQ

+12.8%Year to dateJan 1 → Nov 4+30.7%

+8.2%1 yearTotal return+33.4%

+21.7%3 years · per year$10,000 became $18,013 · $19,230+24.4%

+6.9%5 years · per year$10,000 became $13,938 · […][…]

0.62%Expense ratio$62 · $35 a year on $10k · lower is better0.35%

0.00%Trailing 12-mo yield$0 · $67 a year on $10k0.67%

−17.6%Worst dropSmaller is better−7.5%

26.7%VolatilityLower is calmer14.8%

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

0–7SRHQ wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

PDP vs SRHQ: Top 5 Holdings

Today

PDP

13.7%in top 5

SRHQ

in top 511.4%

PDPStockSRHQ

3.2%APHnot top 5

3.2%AAPLnot top 5

2.9%TRGPnot top 5

not top 5HUM2.6%

not top 5QLYS2.5%

2.4%GWWnot top 5

not top 5CVLT2.2%

not top 5CNC2.2%

2.1%MUnot top 5

not top 5NSP2.0%

Held in common6.8%

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

PDP vs SRHQ Returns, Every Period

InvescoPDP

+8.2%

past year

SRHQSRH

+33.4%

past year

PDPSRHQFaded: behind in that period

0–3SRHQ wins

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

PDP vs SRHQ

YTD

InvescoPDP

+12.8%

SRHQSRH

+30.7%

+12.8%Year to date+30.7%

−17.6%Worst drop · 1Y−7.5%

26.7%Volatility · 1Y14.8%

0.0%Yield0.7%

$1.4BAssets$224M

4–0SRHQ wins

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

Cost, Income and Risk

Fees: PDP, SRHQ

Today

0.35%lowest, SRHQ

FundExpense ratioFee$10k

SRHQ0.35%$35

PDP0.62%$62

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

Yields: PDP, SRHQ

0.67%highest, SRHQ

FundTrailing yieldYield$10k

SRHQ0.67%$67

PDP0.00%$0

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

Income After Fees on $10,000

$32most kept, SRHQ

SRHQ$67 − $35 = $32

PDP$0 − $62 = −$62

KeptFee

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

Overlap: PDP, SRHQ

Today

6.8%most shared, PDP and SRHQ

PDPSRHQ

PDP—6.8%

SRHQ6.8%—

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

PDPWorst drop−17.6%26.7% vol

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

Paid More vs Made More

YTD

SRHQPDP

+30.7%Year to date+12.8%

0.7%Yield0.0%

+33.4%Past year+8.2%

0.35%Fee0.62%

4–0SRHQ wins

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