FQAL vs SRHQ

AFQAL

BSRHQ

Measures won3–2FQAL wins · of 6 · 5Y

$10,000 · 5Y$17,195FQAL

Lowest cost0.15%FQAL · $15 on $10k

Most income1.14%FQAL · $114 on $10k

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

Held in common5.1%FQAL and SRHQ

FQAL

SRHQ

Fidelity Quality Factor ETF · $1.4BSRH U.S. Quality GARP ETF · $234M

+22.4%3 years · per year$18,343 · $19,230+24.4%

+11.5%5 years · per year$17,195 · […][…]

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

1.14%12-mo yield$114 · $67 on $10k0.67%

−8.4%Worst dropSmaller wins−7.5%

11.5%VolatilityLower wins14.8%

3–2FQAL wins

$10,000 · 5 yearsOne scale

Shared top holdingsFQAL · SRHQ

0.9%UNH1.6%

0.8%AMGN1.4%

0.6%AMP1.2%

0.6%MCK1.2%

Held in common5.1%

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	AFQAL	Fidelity Quality Factor ETFRead Desk		0.15%	1.14%	+1.6%	+13.1%	+14.0%	+22.4%	+11.5%	−8.4%	$1.4B
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	AFQAL	Fidelity Quality Factor ETFRead Desk		0.15%	1.14%	+1.6%	+13.1%	+14.0%	+22.4%	+11.5%	−8.4%	$1.4B
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

FQAL vs SRHQ

FQAL

Fidelity Quality Factor

$17,195

SRHQ

SRH U.S. Quality GARP

[…]

MeasureFQALSRHQ

Fee0.15%0.35%

Cost on $10k a year$15$35

Yield1.14%0.67%

5 years, per year+11.5%[…]

3 years, per year+22.4%+24.4%

Worst drop · 1Y−8.4%−7.5%

Volatility · 1Y11.5%14.8%

3–2measures won
FQAL first

5.1%

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: FQAL, SRHQ

Today

5.1%most shared, FQAL and SRHQ

FQALSRHQ

FQAL—5.1%

SRHQ5.1%—

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

Income After Fees on $10,000

$99most kept, FQAL

FQAL$114 − $15 = $99

SRHQ$67 − $35 = $32

KeptFee

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