FDMO vs SRHQ

AFDMO

BSRHQ

Measures won2–2level · of 6 · 5Y

$10,000 · 5Y$16,971FDMO

Lowest cost0.15%FDMO · $15 on $10k

Most income0.69%SRHQ · $69 on $10k

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

Held in common3.6%FDMO and SRHQ

FDMO

SRHQ

Fidelity Momentum Factor ETF · $818MSRH U.S. Quality GARP ETF · $231M

+23.6%3 years · per year$18,899 · $18,443+22.6%

+11.2%5 years · per year$16,971 · […][…]

0.15%Expense ratio$15 · $35 on $10k · lower wins0.35%

0.69%12-mo yield$69 · $69 on $10k0.69%

−14.2%Worst dropSmaller wins−7.5%

20.7%VolatilityLower wins14.9%

2–2Level

$10,000 · 5 yearsOne scale

Shared top holdingsFDMO · SRHQ

1.1%UNH1.5%

1.0%AMGN1.4%

0.7%RTX1.0%

0.2%F1.1%

Held in common3.6%

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	AFDMO	Fidelity Momentum Factor ETFRead Desk		0.15%	0.69%	+1.3%	+2.3%	+2.3%	+23.6%	+11.2%	−14.2%	$818M
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	AFDMO	Fidelity Momentum Factor ETFRead Desk		0.15%	0.69%	+1.3%	+2.3%	+2.3%	+23.6%	+11.2%	−14.2%	$818M
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

FDMO vs SRHQ

FDMO

Fidelity Momentum Factor

$16,971

SRHQ

SRH U.S. Quality GARP

[…]

MeasureFDMOSRHQ

Fee0.15%0.35%

Cost on $10k a year$15$35

Yield0.69%0.69%

5 years, per year+11.2%[…]

3 years, per year+23.6%+22.6%

Worst drop · 1Y−14.2%−7.5%

Volatility · 1Y20.7%14.9%

2–2measures won
level

3.6%

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: FDMO, SRHQ

Today

3.6%most shared, FDMO and SRHQ

FDMOSRHQ

FDMO—3.6%

SRHQ3.6%—

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

Income After Fees on $10,000

$54most kept, FDMO

FDMO$69 − $15 = $54

SRHQ$69 − $35 = $34

KeptFee

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