AIED vs SRHQ

AAIED

BSRHQ

Measures won0–5SRHQ wins · of 6 · 5Y

$10,000 · 5Y$13,476AIED

Lowest cost0.35%SRHQ · $35 on $10k

Most income0.69%SRHQ · $69 on $10k

Smallest drop−7.5%SRHQ · worst fall in 1Y

Held in common2.5%AIED and SRHQ

AIED

SRHQ

Defiance LLM Catalyst Momentum ETF · $20MSRH U.S. Quality GARP ETF · $231M

+19.1%3 years · per year$16,913 · $18,443+22.6%

+6.1%5 years · per year$13,476 · […][…]

0.75%Expense ratio$75 · $35 on $10k · lower wins0.35%

0.00%12-mo yield$0 · $69 on $10k0.69%

−24.8%Worst dropSmaller wins−7.5%

31.5%VolatilityLower wins14.9%

0–5SRHQ wins

$10,000 · 5 yearsOne scale

Shared top holdingsAIED · SRHQ

6.6%HUM2.5%

Held in common2.5%

End-of-day Nov 6, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	AAIED	Defiance LLM Catalyst Momentum ETFRead Desk		0.75%	0.00%	+2.1%	+1.8%	−0.4%	+19.1%	+6.1%	−24.8%	$20M
2	BSRHQ	SRH U.S. Quality GARP ETFRead Desk		0.35%	0.69%	−1.2%	+27.2%	+30.1%	+22.6%	new	−7.5%	$231M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	AAIED	Defiance LLM Catalyst Momentum ETFRead Desk		0.75%	0.00%	+2.1%	+1.8%	−0.4%	+19.1%	+6.1%	−24.8%	$20M
2	BSRHQ	SRH U.S. Quality GARP ETFRead Desk		0.35%	0.69%	−1.2%	+27.2%	+30.1%	+22.6%	new	−7.5%	$231M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

AIED vs SRHQ

AIED

Defiance LLM Catalyst Momentum

$13,476

SRHQ

SRH U.S. Quality GARP

[…]

MeasureAIEDSRHQ

Fee0.75%0.35%

Cost on $10k a year$75$35

Yield0.00%0.69%

5 years, per year+6.1%[…]

3 years, per year+19.1%+22.6%

Worst drop · 1Y−24.8%−7.5%

Volatility · 1Y31.5%14.9%

5–0measures won
SRHQ first

2.5%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: AIED, SRHQ

Today

2.5%most shared, AIED and SRHQ

AIEDSRHQ

AIED—2.5%

SRHQ2.5%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$34most kept, SRHQ

SRHQ$69 − $35 = $34

AIED$0 − $75 = −$75

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee