Compare SRHQ and SAMM

SRHQ and SAMM, 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%$224M1.1

Strategas Macro Momentum ETFUS Stock Styles · Factor1.07%0.97%+6.9%+7.2%[…][…]−13.0%21.3%$43M1.8

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: SRHQ 2022 · SAMM 2024

Head to Head

Swap sides Versus in desk

Head to Head

5Y

SRH U.S. Quality GARP ETF · $224M[…]

SRHQ

SAMM

Strategas Macro Momentum ETF · $43M[…]

$10,000 five years ago, dividends reinvested · they hold 2.2% in common

SRHQMeasureSAMM

+30.7%Year to dateJan 1 → Nov 4+6.9%

+33.4%1 yearTotal return+7.2%

+24.4%3 years · per year$10,000 became $19,230 · […][…]

[…]5 years · per year[…]

0.35%Expense ratio$35 · $107 a year on $10k · lower is better1.07%

0.67%Trailing 12-mo yield$67 · $97 a year on $10k0.97%

−7.5%Worst dropSmaller is better−13.0%

14.8%VolatilityLower is calmer21.3%

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

5–1SRHQ wins

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

More Ways to See the Pairs

SRHQ vs SAMM: Top 5 Holdings

Today

SRHQ

11.4%in top 5

SAMM

in top 515.4%

SRHQStockSAMM

not top 5CRWD3.3%

not top 5CRL3.2%

not top 5DINO3.0%

not top 5MPC3.0%

2.2%CNC2.9%

2.6%HUMnot top 5

2.5%QLYSnot top 5

2.2%CVLTnot top 5

2.0%NSPnot top 5

Held in common2.2%

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

SRHQ vs SAMM Returns, Every Period

1Y

SRHSRHQ

+33.4%

past year

SAMMStrategas

+7.2%

past year

SRHQSAMMFaded: behind in that period

2–0SRHQ wins

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

SRHQ vs SAMM

YTD

SRHSRHQ

+30.7%

SAMMStrategas

+6.9%

+30.7%Year to date+6.9%

−7.5%Worst drop · 1Y−13.0%

14.8%Volatility · 1Y21.3%

0.7%Yield1.0%

$224MAssets$42.5M

3–1SRHQ wins

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

Cost, Income and Risk

Fees: SRHQ, SAMM

Today

0.35%lowest, SRHQ

FundExpense ratioFee$10k

SRHQ0.35%$35

SAMM1.07%$107

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

Yields: SRHQ, SAMM

1Y

0.97%highest, SAMM

FundTrailing yieldYield$10k

SAMM0.97%$97

SRHQ0.67%$67

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

Income After Fees on $10,000

1Y

$32most kept, SRHQ

SRHQ$67 − $35 = $32

SAMM$97 − $107 = −$10

KeptFee

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

Overlap: SRHQ, SAMM

Today

2.2%most shared, SRHQ and SAMM

SRHQSAMM

SRHQ—2.2%

SAMM2.2%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

1Y

+33.4%SRHQ, at 14.8% volatility

SRHQWorst drop−7.5%14.8% vol

SAMMWorst drop−13.0%21.3% vol

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

Paid More vs Made More

YTD

SAMMSRHQ

+6.9%Year to date+30.7%

1.0%Yield0.7%

+7.2%Past year+33.4%

1.07%Fee0.35%

3–1SRHQ 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