DVOL vs SRHQ

ADVOL

BSRHQ

Measures won2–3SRHQ wins · of 6 · 5Y

$10,000 · 5Y$16,124VUG · DVOL $12,730

Lowest cost0.03%VUG · $3 on $10k

Most income0.82%DVOL · $82 on $10k

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

Held in common3.8%DVOL and SRHQ

DVOL

SRHQ

First Trust Dorsey Wright Momentum & Low Volatility ETF · $74MSRH U.S. Quality GARP ETF · $228M

+13.9%3 years · per year$14,785 · $18,443+22.6%

+4.9%5 years · per year$12,730 · […][…]

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

0.82%12-mo yield$82 · $69 on $10k0.69%

−9.8%Worst dropSmaller wins−7.5%

12.4%VolatilityLower wins14.9%

2–3SRHQ wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsDVOL · SRHQ

1.8%AMGN1.4%

1.6%CAH1.3%

1.8%AIT1.1%

Held in common3.8%

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

All Three

5Y3 funds

#
1	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
2	ADVOL	First Trust Dorsey Wright Momentum & Low Volatility ETFRead Desk	0.60%	0.82%	0.0%	+3.6%	+5.1%	+13.9%	+4.9%	−9.8%	$74M
3	BSRHQ	SRH U.S. Quality GARP ETFRead Desk	0.35%	0.69%	−1.2%	+27.2%	+30.1%	+22.6%	new	−7.5%	$228M

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

All Three

5Y3 funds

#
1	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
2	ADVOL	First Trust Dorsey Wright Momentum & Low Volatility ETFRead Desk	0.60%	0.82%	0.0%	+3.6%	+5.1%	+13.9%	+4.9%	−9.8%	$74M
3	BSRHQ	SRH U.S. Quality GARP ETFRead Desk	0.35%	0.69%	−1.2%	+27.2%	+30.1%	+22.6%	new	−7.5%	$228M

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

DVOL vs SRHQ

DVOL

First Trust Dorsey Wright Momentum & Low Volatility

$12,730

SRHQ

SRH U.S. Quality GARP

[…]

MeasureDVOLSRHQ

Fee0.60%0.35%

Cost on $10k a year$60$35

Yield0.82%0.69%

5 years, per year+4.9%[…]

3 years, per year+13.9%+22.6%

Worst drop · 1Y−9.8%−7.5%

Volatility · 1Y12.4%14.9%

3–2measures won
SRHQ first

3.8%

holdings shared

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

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$59.7B

1–1level

End-of-day Nov 6, 2026

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%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

Overlap: DVOL, SRHQ, VUG

Today

4.1%most shared, DVOL and VUG

DVOLSRHQVUG

DVOL—3.8%4.1%

SRHQ3.8%—0.2%

VUG4.1%0.2%—

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

Income After Fees on $10,000

$39most kept, VUG

VUG$42 − $3 = $39

SRHQ$69 − $35 = $34

DVOL$82 − $60 = $22

KeptFee

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