MMTM vs SRHQ

AMMTM

BSRHQ

Measures won2–3SRHQ wins · of 6 · 5Y

$10,000 · 5Y$16,557VUG · MMTM $15,492

Lowest cost0.03%VUG · $3 on $10k

Most income0.93%MMTM · $93 on $10k

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

Held in common3.4%MMTM and SRHQ

State Street SPDR S&P 1500 Momentum Tilt ETF · $125MSRH U.S. Quality GARP ETF · $231M

+17.7%3 years · per year$16,313 · $18,127+21.9%

+9.1%5 years · per year$15,492 · […][…]

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

$15,492

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+9.1%[…]

3 years, per year+17.7%+21.9%

Worst drop · 1Y−12.8%−7.5%

Volatility · 1Y16.5%

#
1	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+1.7%	+5.1%	+3.6%	+22.6%	+10.6%	−15.1%	$232.9B
2	AMMTM	State Street SPDR S&P 1500 Momentum Tilt ETFRead Desk	0.12%	0.93%	+1.9%	+1.5%	+1.1%	+17.7%	+9.1%	−12.8%	$125M
3	BSRHQ	SRH U.S. Quality GARP ETFRead Desk	0.35%	0.68%	+0.6%	+30.0%	+32.0%	+21.9%	new	−7.5%	$231M

#
1	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+1.7%	+5.1%	+3.6%	+22.6%	+10.6%	−15.1%	$232.9B
2	AMMTM	State Street SPDR S&P 1500 Momentum Tilt ETFRead Desk	0.12%	0.93%	+1.9%	+1.5%	+1.1%	+17.7%	+9.1%	−12.8%	$125M
3	BSRHQ	SRH U.S. Quality GARP ETFRead Desk	0.35%	0.68%	+0.6%	+30.0%	+32.0%	+21.9%	new	−7.5%	$231M

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