IMTM vs SRHQ

AIMTM

BSRHQ

Measures won2–3SRHQ wins · of 6 · 5Y

$10,000 · 5Y$16,394VUG · IMTM $14,915

Lowest cost0.03%VUG · $3 on $10k

Most income4.65%IMTM · $465 on $10k

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

Held in common0.0%IMTM and SRHQ

iShares MSCI Intl Momentum Factor ETF · $4.1BSRH U.S. Quality GARP ETF · $231M

+19.7%3 years · per year$17,140 · $17,947+21.5%

+8.3%5 years · per year$14,915 · […][…]

0.30%Expense ratio$30 · $35 on $10k · lower wins0.35%

4.65%12-mo yield$465 · $68 on $10k

Cards for this view

IMTM

iShares MSCI Intl Momentum Factor

$14,915

SRHQ

SRH U.S. Quality GARP

[…]

MeasureIMTMSRHQ

Fee0.30%0.35%

Cost on $10k a year$30$35

Yield4.65%0.68%

5 years, per year+8.3%[…]

3 years, per year+19.7%+21.5%

Worst drop · 1Y−12.8%−7.5%

Volatility · 1Y20.4%

#
1	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	−0.7%	+3.4%	+4.2%	+22.2%	+10.4%	−15.1%	$232.9B
2	AIMTM	iShares MSCI Intl Momentum Factor ETFRead Desk	0.30%	4.65%	−0.6%	+5.4%	+9.5%	+19.7%	+8.3%	−12.8%	$4.1B
3	BSRHQ	SRH U.S. Quality GARP ETFRead Desk	0.35%	0.68%	+0.1%	+29.2%	+32.2%	+21.5%	new	−7.5%	$231M

#
1	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	−0.7%	+3.4%	+4.2%	+22.2%	+10.4%	−15.1%	$232.9B
2	AIMTM	iShares MSCI Intl Momentum Factor ETFRead Desk	0.30%	4.65%	−0.6%	+5.4%	+9.5%	+19.7%	+8.3%	−12.8%	$4.1B
3	BSRHQ	SRH U.S. Quality GARP ETFRead Desk	0.35%	0.68%	+0.1%	+29.2%	+32.2%	+21.5%	new	−7.5%	$231M

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