GARP vs SRHQ

AGARP

BSRHQ

Measures won2–3SRHQ wins · of 6 · 5Y

$10,000 · 5Y$21,138GARP

Lowest cost0.15%GARP · $15 on $10k

Most income0.67%SRHQ · $67 on $10k

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

Held in common2.4%GARP and SRHQ

GARP

SRHQ

iShares MSCI USA Quality GARP ETF · $3.5BSRH U.S. Quality GARP ETF · $234M

+30.8%3 years · per year$22,358 · $19,230+24.4%

+16.1%5 years · per year$21,138 · […][…]

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

0.26%12-mo yield$26 · $67 on $10k0.67%

−13.7%Worst dropSmaller wins−7.5%

20.9%VolatilityLower wins14.8%

2–3SRHQ wins

$10,000 · 5 yearsOne scale

Shared top holdingsGARP · SRHQ

0.6%TPR0.9%

0.5%EME1.0%

0.4%VST1.0%

0.4%MCK1.2%

Held in common2.4%

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	AGARP	iShares MSCI USA Quality GARP ETFRead Desk		0.15%	0.26%	+0.5%	+14.5%	+12.9%	+30.8%	+16.1%	−13.7%	$3.5B
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	AGARP	iShares MSCI USA Quality GARP ETFRead Desk		0.15%	0.26%	+0.5%	+14.5%	+12.9%	+30.8%	+16.1%	−13.7%	$3.5B
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

GARP vs SRHQ

GARP

iShares MSCI USA Quality GARP

$21,138

SRHQ

SRH U.S. Quality GARP

[…]

MeasureGARPSRHQ

Fee0.15%0.35%

Cost on $10k a year$15$35

Yield0.26%0.67%

5 years, per year+16.1%[…]

3 years, per year+30.8%+24.4%

Worst drop · 1Y−13.7%−7.5%

Volatility · 1Y20.9%14.8%

3–2measures won
SRHQ first

2.4%

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: GARP, SRHQ

Today

2.4%most shared, GARP and SRHQ

GARPSRHQ

GARP—2.4%

SRHQ2.4%—

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

GARP$26 − $15 = $11

KeptFee

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