MMTM vs SRHQ

AMMTM

BSRHQ

Measures won2–3SRHQ wins · of 6 · 5Y

$10,000 · 5Y$15,697IWF · MMTM $15,373

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

State Street SPDR S&P 1500 Momentum Tilt ETF · $124MSRH U.S. Quality GARP ETF · $236M

+17.5%3 years · per year$16,210 · $17,862+21.3%

+9.0%5 years · per year$15,373 · […][…]

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

0.93%12-mo yield$93 · $68 on $10k

Cards for this view

MMTM

SPDR S&P 1500 Momentum Tilt

$15,373

SRHQ

SRH U.S. Quality GARP

[…]

MeasureMMTMSRHQ

Fee0.12%0.35%

Cost on $10k a year$12$35

Yield0.93%0.68%

5 years, per year+9.0%[…]

3 years, per year+17.5%+21.3%

Worst drop · 1Y−12.8%−7.5%

Volatility · 1Y16.5%

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1	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.37%	−0.4%	−1.5%	−3.0%	+19.2%	+9.4%	−14.6%	$119.2B
2	AMMTM	State Street SPDR S&P 1500 Momentum Tilt ETFRead Desk	0.12%	0.93%	−0.4%	+1.1%	+1.1%	+17.5%	+9.0%	−12.8%	$124M
3	BSRHQ	SRH U.S. Quality GARP ETFRead Desk	0.35%	0.68%	−1.3%	+28.4%	+29.7%	+21.3%	new	−7.5%	$236M

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1	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.37%	−0.4%	−1.5%	−3.0%	+19.2%	+9.4%	−14.6%	$119.2B
2	AMMTM	State Street SPDR S&P 1500 Momentum Tilt ETFRead Desk	0.12%	0.93%	−0.4%	+1.1%	+1.1%	+17.5%	+9.0%	−12.8%	$124M
3	BSRHQ	SRH U.S. Quality GARP ETFRead Desk	0.35%	0.68%	−1.3%	+28.4%	+29.7%	+21.3%	new	−7.5%	$236M

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