Compare · 3 funds side by side · dividends reinvested

QLTY, SRHQ and IWF

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$15,330IWF · best of the three

02 / 04

QLTY, SRHQ and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

SRH U.S. Quality GARP ETFUS Stock Styles · Factor0.35%0.68%+28.7%+32.9%+23.2%[…]−7.5%14.9%$234M1.3

GMO US Quality ETFUS Stock Styles · Factor0.50%0.65%+12.8%+17.5%[…][…]−11.7%13.1%$5.5B2.0

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.39%−6.5%−7.6%+19.5%+8.9%−14.6%19.3%$121B2.4

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

End-of-day Nov 5, 2026 · returns include dividends · since: QLTY 2023 · SRHQ 2022 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

GMO US Quality ETF · $5.5B[…]

QLTY

SRHQ

SRH U.S. Quality GARP ETF · $234M[…]

$10,000 five years ago, dividends reinvested · they hold 3.5% in common

QLTYMeasureSRHQ

+12.8%Year to dateJan 1 → Nov 5+28.7%

+17.5%1 yearTotal return+32.9%

[…]3 years · per year$10,000 became […] · $18,715+23.2%

[…]5 years · per year[…]

0.50%Expense ratio$50 · $35 a year on $10k · lower is better0.35%

0.65%Trailing 12-mo yield$65 · $68 a year on $10k0.68%

−11.7%Worst dropSmaller is better−7.5%

13.1%VolatilityLower is calmer14.9%

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

1–5SRHQ wins

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

More Ways to See the Pairs

QLTY vs SRHQ: Top 5 Holdings

Today

QLTY

24.9%in top 5

SRHQ

in top 511.5%

QLTYStockSRHQ

8.2%MSFTnot top 5

4.4%JNJnot top 5

4.3%TMOnot top 5

4.2%GOOGLnot top 5

4.0%METAnot top 5

not top 5HUM2.5%

not top 5QLYS2.5%

not top 5CNC2.4%

not top 5CVLT2.2%

not top 5NSP2.0%

Held in common3.5%

End-of-day Nov 5, 2026 · share of each fund

QLTY vs SRHQ Returns, Every Period

GMOQLTY

+17.5%

past year

SRHQSRH

+32.9%

past year

QLTYSRHQFaded: behind in that period

0–2SRHQ wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

QLTY vs SRHQ

YTD

GMOQLTY

+12.8%

SRHQSRH

+28.7%

+12.8%Year to date+28.7%

−11.7%Worst drop · 1Y−7.5%

13.1%Volatility · 1Y14.9%

0.7%Yield0.7%

$5.5BAssets$234M

2–1SRHQ wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: QLTY, SRHQ, IWF

Today

0.18%lowest, IWF

FundExpense ratioFee$10k

IWF0.18%$18

SRHQ0.35%$35

QLTY0.50%$50

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: QLTY, SRHQ, IWF

0.68%highest, SRHQ

FundTrailing yieldYield$10k

SRHQ0.68%$68

QLTY0.65%$65

IWF0.39%$39

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$33most kept, SRHQ

SRHQ$68 − $35 = $33

IWF$39 − $18 = $21

QLTY$65 − $50 = $15

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: QLTY, SRHQ, IWF

Today

37.6%most shared, QLTY and IWF

QLTYSRHQIWF

QLTY—3.5%37.6%

SRHQ3.5%—1.9%

IWF37.6%1.9%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+32.9%SRHQ, at 14.9% volatility

QLTYWorst drop−11.7%13.1% vol

SRHQWorst drop−7.5%14.9% vol

IWFWorst drop−14.6%19.3% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

SRHQQLTY

+28.7%Year to date+12.8%

0.7%Yield0.7%

+32.9%Past year+17.5%

0.35%Fee0.50%

3–0SRHQ wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+0.5%

SCHGSchwab

+0.9%

+0.5%Year to date+0.9%

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

$233BAssets$62.5B

1–1level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026