MFUS vs SRHQ

AMFUS

BSRHQ

Measures won4–1MFUS wins · of 6 · 5Y

$10,000 · 5Y$18,084MFUS

Lowest cost0.29%MFUS · $29 on $10k

Most income1.40%MFUS · $140 on $10k

Smallest drop−6.4%MFUS · worst fall in 1Y

Held in common7.5%MFUS and SRHQ

MFUS

SRHQ

PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF · $303MSRH U.S. Quality GARP ETF · $234M

+23.6%3 years · per year$18,899 · $19,230+24.4%

+12.6%5 years · per year$18,084 · […][…]

0.29%Expense ratio$29 · $35 on $10k · lower wins0.35%

1.40%12-mo yield$140 · $67 on $10k0.67%

−6.4%Worst dropSmaller wins−7.5%

11.4%VolatilityLower wins14.8%

4–1MFUS wins

$10,000 · 5 yearsOne scale

Shared top holdingsMFUS · SRHQ

1.0%AMGN1.4%

0.6%BMY1.1%

0.5%UNH1.6%

0.5%F1.1%

Held in common7.5%

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	AMFUS	PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETFRead Desk		0.29%	1.40%	+0.9%	+18.4%	+21.0%	+23.6%	+12.6%	−6.4%	$303M
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	AMFUS	PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETFRead Desk		0.29%	1.40%	+0.9%	+18.4%	+21.0%	+23.6%	+12.6%	−6.4%	$303M
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

MFUS vs SRHQ

MFUS

PIMCO RAFI Dynamic Multi-Factor U.S. Equity

$18,084

SRHQ

SRH U.S. Quality GARP

[…]

MeasureMFUSSRHQ

Fee0.29%0.35%

Cost on $10k a year$29$35

Yield1.40%0.67%

5 years, per year+12.6%[…]

3 years, per year+23.6%+24.4%

Worst drop · 1Y−6.4%−7.5%

Volatility · 1Y11.4%14.8%

4–1measures won
MFUS first

7.5%

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: MFUS, SRHQ

Today

7.5%most shared, MFUS and SRHQ

MFUSSRHQ

MFUS—7.5%

SRHQ7.5%—

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

Income After Fees on $10,000

$111most kept, MFUS

MFUS$140 − $29 = $111

SRHQ$67 − $35 = $32

KeptFee

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