Compare SRHQ and SPY | ETF Tracker

SRHQ and SPY, 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%$231M1.4

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.03%+8.3%+9.7%+22.0%+11.3%−8.9%13.6%$819B1.5

Rank among the two1st → 2ndFee, 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: SRHQ 2022 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

5Y

SRH U.S. Quality GARP ETF · $231M[…]

SRHQ

SPY

State Street SPDR S&P 500 ETF · $819B$17,099

$10,000 five years ago, dividends reinvested · they hold 3.7% in common

SRHQMeasureSPY

+28.7%Year to dateJan 1 → Nov 5+8.3%

+32.9%1 yearTotal return+9.7%

+23.2%3 years · per year$10,000 became $18,715 · $18,174+22.0%

[…]5 years · per year$10,000 became […] · $17,099+11.3%

0.35%Expense ratio$35 · $9 a year on $10k · lower is better0.09%

0.68%Trailing 12-mo yield$68 · $103 a year on $10k1.03%

−7.5%Worst dropSmaller is better−8.9%

14.9%VolatilityLower is calmer13.6%

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

4–3SRHQ wins

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

More Ways to See the Pairs

SRHQ vs SPY: Top 5 Holdings

Today

SRHQ

11.5%in top 5

SPY

in top 527.7%

SRHQStockSPY

not top 5AAPL7.7%

not top 5NVDA7.3%

not top 5MSFT6.2%

not top 5AMZN3.9%

not top 5GOOGL2.6%

2.5%HUMnot top 5

2.5%QLYSnot top 5

2.4%CNCnot top 5

2.2%CVLTnot top 5

2.0%NSPnot top 5

Held in common3.7%

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

SRHQ vs SPY Returns, Every Period

1Y

SRHSRHQ

+32.9%

past year

SPYSPDR

+9.7%

past year

SRHQSPYFaded: behind in that period

3–0SRHQ wins

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

Stocks vs Core: SRHQ vs SPY

YTD

SRHSRHQ

+28.7%

SPYSPDR

+8.3%

+28.7%Year to date+8.3%

−7.5%Worst drop · 1Y−8.9%

14.9%Volatility · 1Y13.6%

0.7%Yield1.0%

$231MAssets$819B

2–2level

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

Cost, Income and Risk

Fees: SRHQ, SPY

Today

0.09%lowest, SPY

FundExpense ratioFee$10k

SPY0.09%$9

SRHQ0.35%$35

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

Yields: SRHQ, SPY

1Y

1.03%highest, SPY

FundTrailing yieldYield$10k

SPY1.03%$103

SRHQ0.68%$68

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

Income After Fees on $10,000

1Y

$94most kept, SPY

SPY$103 − $9 = $94

SRHQ$68 − $35 = $33

KeptFee

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

Overlap: SRHQ, SPY

Today

3.7%most shared, SRHQ and SPY

SRHQSPY

SRHQ—3.7%

SPY3.7%—

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

Return vs Bumpiness: 2 ETFs

1Y

+32.9%SRHQ, at 14.9% volatility

SPYWorst drop−8.9%13.6% vol

SRHQWorst drop−7.5%14.9% vol

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

Paid More vs Made More

YTD

SPYSRHQ

+8.3%Year to date+28.7%

1.0%Yield0.7%

+9.7%Past year+32.9%

0.09%Fee0.35%

2–2level

End-of-day Nov 5, 2026

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

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%

$120BAssets$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%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026