MFUS vs SRHQ

AMFUS

BSRHQ

Measures won4–0MFUS wins · of 6 · 5Y

$10,000 · 5Y$17,414MFUS · VUG $16,394

Lowest cost0.03%VUG · $3 on $10k

Most income1.42%MFUS · $142 on $10k

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

Held in common7.6%MFUS and SRHQ

PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF · $315MSRH U.S. Quality GARP ETF · $231M

+21.5%3 years · per year$17,939 · $17,947+21.5%

+11.7%5 years · per year$17,414 · […][…]

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

1.42%12-mo yield$142 · $68 on $10k

Cards for this view

MFUS

PIMCO RAFI Dynamic Multi-Factor U.S. Equity

$17,414

SRHQ

SRH U.S. Quality GARP

[…]

MeasureMFUSSRHQ

Fee0.29%0.35%

Cost on $10k a year$29$35

Yield1.42%0.68%

5 years, per year+11.7%[…]

3 years, per year+21.5%+21.5%

Worst drop · 1Y−6.4%−7.5%

Volatility · 1Y12.2%

#
1	AMFUS	PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETFRead Desk	0.29%	1.42%	+0.2%	+17.1%	+20.0%	+21.5%	+11.7%	−6.4%	$315M
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	−0.7%	+3.4%	+4.2%	+22.2%	+10.4%	−15.1%	$232.9B
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	AMFUS	PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETFRead Desk	0.29%	1.42%	+0.2%	+17.1%	+20.0%	+21.5%	+11.7%	−6.4%	$315M
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	−0.7%	+3.4%	+4.2%	+22.2%	+10.4%	−15.1%	$232.9B
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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