MTUM vs SRHQ

AMTUM

BSRHQ

Measures won2–2level · of 6 · 5Y

$10,000 · 5Y$14,931MTUM

Lowest cost0.15%MTUM · $15 on $10k

Most income0.68%MTUM · $68 on $10k

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

Held in common2.6%MTUM and SRHQ

MTUM

SRHQ

iShares MSCI USA Momentum Factor ETF · $17.4BSRH U.S. Quality GARP ETF · $236M

+24.2%3 years · per year$19,155 · $17,992+21.6%

+8.3%5 years · per year$14,931 · […][…]

0.15%Expense ratio$15 · $35 on $10k · lower wins0.35%

0.68%12-mo yield$68 · $68 on $10k0.68%

−27.3%

End-of-day Nov 13, 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	AMTUM	iShares MSCI USA Momentum Factor ETFRead Desk		0.15%	0.68%	−2.0%	+9.1%	+8.8%	+24.2%	+8.3%	−27.3%	$17.4B
2	BSRHQ	SRH U.S. Quality GARP ETFRead Desk		0.35%	0.68%	+0.5%	+29.0%	+30.3%	+21.6%	new	−7.5%	$236M

End-of-day Nov 13, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	AMTUM	iShares MSCI USA Momentum Factor ETFRead Desk		0.15%	0.68%	−2.0%	+9.1%	+8.8%	+24.2%	+8.3%	−27.3%	$17.4B
2	BSRHQ	SRH U.S. Quality GARP ETFRead Desk		0.35%	0.68%	+0.5%	+29.0%	+30.3%	+21.6%	new	−7.5%	$236M

End-of-day Nov 13, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

MTUM vs SRHQ

MTUM

iShares MSCI USA Momentum Factor

$14,931

SRHQ

SRH U.S. Quality GARP

[…]

MeasureMTUMSRHQ

Fee0.15%0.35%

Cost on $10k a year$15$35

Yield0.68%0.68%

5 years, per year+8.3%[…]

3 years, per year+24.2%+21.6%

Worst drop · 1Y−27.3%−7.5%

Volatility · 1Y29.8%15.0%

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MTUM vs SRHQ

Both

Both

$10,000 in MTUM, SRHQ

Overlap: MTUM, SRHQ

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Income After Fees on $10,000