Compare · 2 funds side by side · dividends reinvested

USMV and SRHQ

USMViShares×SRHQSRH×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$14,352USMV · best of the two

02 / 04

USMV and SRHQ, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares MSCI USA Min Vol Factor ETFUS Stock Styles · Factor0.15%1.37%+10.2%+11.9%+15.2%+7.5%−6.5%8.6%$24.1B1.4

SRH U.S. Quality GARP ETFUS Stock Styles · Factor0.35%0.69%+27.6%+30.1%+23.6%[…]−7.5%14.6%$224M1.6

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

End-of-day Nov 3, 2026 · returns include dividends · since: USMV 2011 · SRHQ 2022

Head to Head

Swap sides Versus in desk

Head to Head

iShares MSCI USA Min Vol Factor ETF · $24.1B$14,352

USMV

SRHQ

SRH U.S. Quality GARP ETF · $224M[…]

$10,000 five years ago, dividends reinvested · they hold 8.1% in common

USMVMeasureSRHQ

+10.2%Year to dateJan 1 → Nov 3+27.6%

+11.9%1 yearTotal return+30.1%

+15.2%3 years · per year$10,000 became $15,272 · $18,887+23.6%

+7.5%5 years · per year$10,000 became $14,352 · […][…]

0.15%Expense ratio$15 · $35 a year on $10k · lower is better0.35%

1.37%Trailing 12-mo yield$137 · $69 a year on $10k0.69%

−6.5%Worst dropSmaller is better−7.5%

8.6%VolatilityLower is calmer14.6%

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

4–3USMV wins

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

More Ways to See the Pairs

USMV vs SRHQ: Top 5 Holdings

Today

USMV

7.7%in top 5

SRHQ

in top 511.3%

USMVStockSRHQ

not top 5HUM2.5%

not top 5QLYS2.5%

not top 5CNC2.1%

not top 5CVLT2.1%

not top 5NSP2.1%

1.6%XOMnot top 5

1.6%MSFTnot top 5

1.5%CBnot top 5

1.5%MSInot top 5

1.5%BRK-Bnot top 5

Held in common8.1%

End-of-day Nov 3, 2026 · share of each fund

USMV vs SRHQ Returns, Every Period

iSharesUSMV

+11.9%

past year

SRHQSRH

+30.1%

past year

USMVSRHQFaded: behind in that period

0–3SRHQ wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

USMV vs SRHQ

YTD

iSharesUSMV

+10.2%

SRHQSRH

+27.6%

+10.2%Year to date+27.6%

−6.5%Worst drop · 1Y−7.5%

8.6%Volatility · 1Y14.6%

1.4%Yield0.7%

$24.1BAssets$224M

3–1USMV wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: USMV, SRHQ

Today

0.15%lowest, USMV

FundExpense ratioFee$10k

USMV0.15%$15

SRHQ0.35%$35

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: USMV, SRHQ

1.37%highest, USMV

FundTrailing yieldYield$10k

USMV1.37%$137

SRHQ0.69%$69

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$122most kept, USMV

USMV$137 − $15 = $122

SRHQ$69 − $35 = $34

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: USMV, SRHQ

Today

8.1%most shared, USMV and SRHQ

USMVSRHQ

USMV—8.1%

SRHQ8.1%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+30.1%SRHQ, at 14.6% volatility

USMVWorst drop−6.5%8.6% vol

SRHQWorst drop−7.5%14.6% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

USMVSRHQ

+10.2%Year to date+27.6%

1.4%Yield0.7%

+11.9%Past year+30.1%

0.15%Fee0.35%

2–2level

End-of-day Nov 3, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026