JQTY vs SRHQ

AJQTY

BSRHQ

Measures won1–1level · of 6 · 5Y

$10,000 · 5Y[…]no history on file

Lowest cost0.25%JQTY · $25 on $10k

Most income0.68%SRHQ · $68 on $10k

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

Held in common4.3%JQTY and SRHQ

JQTY

SRHQ

Jensen U.S. Quality Index ETF · $4MSRH U.S. Quality GARP ETF · $234M

[…]3 years · per year[…] · $18,715+23.2%

[…]5 years · per year[…]

0.25%Expense ratio$25 · $35 on $10k · lower wins0.35%

0.00%12-mo yield$0 · $68 on $10k0.68%

[…]Worst dropSmaller wins−7.5%

[…]VolatilityLower wins14.9%

1–1Level

$10,000 · 5 yearsOne scale

No price history on file for these funds yet […]

Shared top holdingsJQTY · SRHQ

1.1%UNH1.6%

1.1%AMGN1.4%

0.8%ADP1.5%

0.8%HCA1.1%

Held in common4.3%

End-of-day Nov 5, 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							5Y/yr
1	AJQTY	Jensen U.S. Quality Index ETFRead Desk		0.25%	0.00%	−4.1%	new	new	new	new	[…]	$4M
2	BSRHQ	SRH U.S. Quality GARP ETFRead Desk		0.35%	0.68%	−1.5%	+28.7%	+32.9%	+23.2%	new	−7.5%	$234M

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

Both

5Y2 funds

#			Trend							5Y/yr
1	AJQTY	Jensen U.S. Quality Index ETFRead Desk		0.25%	0.00%	−4.1%	new	new	new	new	[…]	$4M
2	BSRHQ	SRH U.S. Quality GARP ETFRead Desk		0.35%	0.68%	−1.5%	+28.7%	+32.9%	+23.2%	new	−7.5%	$234M

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

Cards for this view

JQTY vs SRHQ

JQTY

Jensen U.S. Quality Index

[…]

SRHQ

SRH U.S. Quality GARP

[…]

MeasureJQTYSRHQ

Fee0.25%0.35%

Cost on $10k a year$25$35

Yield0.00%0.68%

5 years, per year[…][…]

3 years, per year[…]+23.2%

Worst drop · 1Y[…]−7.5%

Volatility · 1Y[…]14.9%

1–1measures won
level

4.3%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: JQTY, SRHQ

Today

4.3%most shared, JQTY and SRHQ

JQTYSRHQ

JQTY—4.3%

SRHQ4.3%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$33most kept, SRHQ

SRHQ$68 − $35 = $33

JQTY$0 − $25 = −$25

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee