DVOL vs SRHQ

ADVOL

BSRHQ

Measures won2–3SRHQ wins · of 6 · 5Y

$10,000 · 5Y$13,324DVOL

Lowest cost0.35%SRHQ · $35 on $10k

Most income0.79%DVOL · $79 on $10k

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

Held in common3.9%DVOL and SRHQ

DVOL

SRHQ

First Trust Dorsey Wright Momentum & Low Volatility ETF · $75MSRH U.S. Quality GARP ETF · $234M

+15.5%3 years · per year$15,415 · $19,230+24.4%

+5.9%5 years · per year$13,324 · […][…]

0.60%Expense ratio$60 · $35 on $10k · lower wins0.35%

0.79%12-mo yield$79 · $67 on $10k0.67%

−9.8%Worst dropSmaller wins−7.5%

12.1%VolatilityLower wins14.8%

2–3SRHQ wins

$10,000 · 5 yearsOne scale

Shared top holdingsDVOL · SRHQ

1.8%AMGN1.4%

1.5%CAH1.3%

1.9%AIT1.2%

Held in common3.9%

End-of-day Nov 4, 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	ADVOL	First Trust Dorsey Wright Momentum & Low Volatility ETFRead Desk		0.60%	0.79%	+1.7%	+6.5%	+8.4%	+15.5%	+5.9%	−9.8%	$75M
2	BSRHQ	SRH U.S. Quality GARP ETFRead Desk		0.35%	0.67%	+2.4%	+30.7%	+33.4%	+24.4%	new	−7.5%	$234M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	ADVOL	First Trust Dorsey Wright Momentum & Low Volatility ETFRead Desk		0.60%	0.79%	+1.7%	+6.5%	+8.4%	+15.5%	+5.9%	−9.8%	$75M
2	BSRHQ	SRH U.S. Quality GARP ETFRead Desk		0.35%	0.67%	+2.4%	+30.7%	+33.4%	+24.4%	new	−7.5%	$234M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

DVOL vs SRHQ

DVOL

First Trust Dorsey Wright Momentum & Low Volatility

$13,324

SRHQ

SRH U.S. Quality GARP

[…]

MeasureDVOLSRHQ

Fee0.60%0.35%

Cost on $10k a year$60$35

Yield0.79%0.67%

5 years, per year+5.9%[…]

3 years, per year+15.5%+24.4%

Worst drop · 1Y−9.8%−7.5%

Volatility · 1Y12.1%14.8%

3–2measures won
SRHQ first

3.9%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

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

Overlap: DVOL, SRHQ

Today

3.9%most shared, DVOL and SRHQ

DVOLSRHQ

DVOL—3.9%

SRHQ3.9%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$32most kept, SRHQ

SRHQ$67 − $35 = $32

DVOL$79 − $60 = $19

KeptFee

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