Compare · 2 funds side by side · dividends reinvested

SRHQ and VOO

SRHQSRH×VOOVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$18,115VOO · best of the two

02 / 04

SRHQ and VOO, 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%$234M1.4

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.05%+13.4%+13.5%+24.2%+12.6%−8.9%12.8%$1.00T1.5

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 4, 2026 · returns include dividends · since: SRHQ 2022 · VOO 2010

Head to Head

Swap sides Versus in desk

Head to Head

SRH U.S. Quality GARP ETF · $234M[…]

SRHQ

VOO

Vanguard S&P 500 ETF · $1.00T$18,115

$10,000 five years ago, dividends reinvested · they hold 3.3% in common

SRHQMeasureVOO

+30.7%Year to dateJan 1 → Nov 4+13.4%

+33.4%1 yearTotal return+13.5%

+24.4%3 years · per year$10,000 became $19,230 · $19,172+24.2%

[…]5 years · per year$10,000 became […] · $18,115+12.6%

0.35%Expense ratio$35 · $3 a year on $10k · lower is better0.03%

0.67%Trailing 12-mo yield$67 · $105 a year on $10k1.05%

−7.5%Worst dropSmaller is better−8.9%

14.8%VolatilityLower is calmer12.8%

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

4–3SRHQ 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 VOO: Top 5 Holdings

Today

SRHQ

11.4%in top 5

VOO

in top 528.3%

SRHQStockVOO

not top 5NVDA8.4%

not top 5AAPL7.4%

not top 5MSFT5.8%

not top 5AMZN3.7%

not top 5GOOGL3.1%

2.6%HUMnot top 5

2.5%QLYSnot top 5

2.2%CVLTnot top 5

2.2%CNCnot top 5

2.0%NSPnot top 5

Held in common3.3%

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

SRHQ vs VOO Returns, Every Period

SRHSRHQ

+33.4%

past year

VOOVanguard

+13.5%

past year

SRHQVOOFaded: behind in that period

3–0SRHQ wins

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

Stocks vs Core: SRHQ vs VOO

YTD

SRHSRHQ

+30.7%

VOOVanguard

+13.4%

+30.7%Year to date+13.4%

−7.5%Worst drop · 1Y−8.9%

14.8%Volatility · 1Y12.8%

0.7%Yield1.1%

$234MAssets$1.00T

2–2level

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

Cost, Income and Risk

Fees: SRHQ, VOO

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

SRHQ0.35%$35

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

Yields: SRHQ, VOO

1.05%highest, VOO

FundTrailing yieldYield$10k

VOO1.05%$105

SRHQ0.67%$67

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

Income After Fees on $10,000

$102most kept, VOO

VOO$105 − $3 = $102

SRHQ$67 − $35 = $32

KeptFee

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

Overlap: SRHQ, VOO

Today

3.3%most shared, SRHQ and VOO

SRHQVOO

SRHQ—3.3%

VOO3.3%—

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

VOOWorst drop−8.9%12.8% vol

SRHQWorst drop−7.5%14.8% vol

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

Paid More vs Made More

YTD

VOOSRHQ

+13.4%Year to date+30.7%

1.1%Yield0.7%

+13.5%Past year+33.4%

0.03%Fee0.35%

2–2level

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

VOO vs IVV

YTD

VanguardVOO

+13.4%

IVViShares

+13.4%

+13.4%Year to date+13.4%

1.1%Yield1.1%

$1.00TAssets$887B

0–0level

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026