Compare · 2 funds side by side · dividends reinvested

SRHQ and VIG

SRHQSRH×VIGVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,331VIG · best of the two

02 / 04

SRHQ and VIG, 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%$234M1.4

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.49%+12.5%+15.2%+18.9%+10.3%−7.9%10.8%$109B1.5

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 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

SRH U.S. Quality GARP ETF · $234M[…]

SRHQ

VIG

Vanguard Dividend Appreciation ETF · $109B$16,331

$10,000 five years ago, dividends reinvested · they hold 5.3% in common

SRHQMeasureVIG

+28.7%Year to dateJan 1 → Nov 5+12.5%

+32.9%1 yearTotal return+15.2%

+23.2%3 years · per year$10,000 became $18,715 · $16,814+18.9%

[…]5 years · per year$10,000 became […] · $16,331+10.3%

0.35%Expense ratio$35 · $4 a year on $10k · lower is better0.04%

0.68%Trailing 12-mo yield$68 · $149 a year on $10k1.49%

−7.5%Worst dropSmaller is better−7.9%

14.9%VolatilityLower is calmer10.8%

SRHQVIG 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 VIG: Top 5 Holdings

Today

SRHQ

11.5%in top 5

VIG

in top 522.1%

SRHQStockVIG

not top 5MSFT4.9%

not top 5AAPL4.9%

not top 5AVGO4.3%

not top 5LLY4.1%

not top 5JPM3.9%

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 common5.3%

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

SRHQ vs VIG Returns, Every Period

SRHSRHQ

+32.9%

past year

VIGVanguard

+15.2%

past year

SRHQVIGFaded: behind in that period

3–0SRHQ wins

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

Stocks vs Income: SRHQ vs VIG

YTD

SRHSRHQ

+28.7%

VIGVanguard

+12.5%

+28.7%Year to date+12.5%

−7.5%Worst drop · 1Y−7.9%

14.9%Volatility · 1Y10.8%

0.7%Yield1.5%

$234MAssets$109B

2–2level

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

Cost, Income and Risk

Fees: SRHQ, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

SRHQ0.35%$35

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

Yields: SRHQ, VIG

1.49%highest, VIG

FundTrailing yieldYield$10k

VIG1.49%$149

SRHQ0.68%$68

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

Income After Fees on $10,000

$145most kept, VIG

VIG$149 − $4 = $145

SRHQ$68 − $35 = $33

KeptFee

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

Overlap: SRHQ, VIG

Today

5.3%most shared, SRHQ and VIG

SRHQVIG

SRHQ—5.3%

VIG5.3%—

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

Return vs Bumpiness: 2 ETFs

+32.9%SRHQ, at 14.9% volatility

VIGWorst drop−7.9%10.8% 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

VIGSRHQ

+12.5%Year to date+28.7%

1.5%Yield0.7%

+15.2%Past year+32.9%

0.04%Fee0.35%

2–2level

End-of-day Nov 5, 2026

Popular Pairs Near These Two

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

DGRO vs VIG

YTD

iSharesDGRO

+17.2%

VIGVanguard

+12.5%

+17.2%Year to date+12.5%

1.9%Yield1.5%

$46.1BAssets$109B

2–0DGRO 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