MMTM vs SRHQ

AMMTM

BSRHQ

Measures won2–3SRHQ wins · of 6 · 5Y

$10,000 · 5Y$16,030MMTM

Lowest cost0.12%MMTM · $12 on $10k

Most income0.93%MMTM · $93 on $10k

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

Held in common3.3%MMTM and SRHQ

MMTM

SRHQ

State Street SPDR S&P 1500 Momentum Tilt ETF · $126MSRH U.S. Quality GARP ETF · $234M

+20.1%3 years · per year$17,329 · $19,230+24.4%

+9.9%5 years · per year$16,030 · […][…]

0.12%Expense ratio$12 · $35 on $10k · lower wins0.35%

0.93%12-mo yield$93 · $67 on $10k0.67%

−9.9%Worst dropSmaller wins−7.5%

15.7%VolatilityLower wins14.8%

2–3SRHQ wins

$10,000 · 5 yearsOne scale

Shared top holdingsMMTM · SRHQ

0.6%AMGN1.4%

0.5%UNH1.6%

0.3%BMY1.1%

0.3%RTX1.1%

Held in common3.3%

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	AMMTM	State Street SPDR S&P 1500 Momentum Tilt ETFRead Desk		0.12%	0.93%	+0.7%	+1.8%	+0.9%	+20.1%	+9.9%	−9.9%	$126M
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	AMMTM	State Street SPDR S&P 1500 Momentum Tilt ETFRead Desk		0.12%	0.93%	+0.7%	+1.8%	+0.9%	+20.1%	+9.9%	−9.9%	$126M
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

MMTM vs SRHQ

MMTM

SPDR S&P 1500 Momentum Tilt

$16,030

SRHQ

SRH U.S. Quality GARP

[…]

MeasureMMTMSRHQ

Fee0.12%0.35%

Cost on $10k a year$12$35

Yield0.93%0.67%

5 years, per year+9.9%[…]

3 years, per year+20.1%+24.4%

Worst drop · 1Y−9.9%−7.5%

Volatility · 1Y15.7%14.8%

3–2measures won
SRHQ first

3.3%

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: MMTM, SRHQ

Today

3.3%most shared, MMTM and SRHQ

MMTMSRHQ

MMTM—3.3%

SRHQ3.3%—

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

Income After Fees on $10,000

$81most kept, MMTM

MMTM$93 − $12 = $81

SRHQ$67 − $35 = $32

KeptFee

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