QARP vs SRHQ

AQARP

BSRHQ

Measures won4–1QARP wins · of 6 · 5Y

$10,000 · 5Y$18,154QARP

Lowest cost0.19%QARP · $19 on $10k

Most income0.97%QARP · $97 on $10k

Smallest drop−7.3%QARP · worst fall in 1Y

Held in common7.6%QARP and SRHQ

QARP

SRHQ

Xtrackers Russell 1000 US Quality at a Reasonable Price ETF · $79MSRH U.S. Quality GARP ETF · $234M

+22.4%3 years · per year$18,333 · $19,230+24.4%

+12.7%5 years · per year$18,154 · […][…]

0.19%Expense ratio$19 · $35 on $10k · lower wins0.35%

0.97%12-mo yield$97 · $67 on $10k0.67%

−7.3%Worst dropSmaller wins−7.5%

10.6%VolatilityLower wins14.8%

4–1QARP wins

$10,000 · 5 yearsOne scale

Shared top holdingsQARP · SRHQ

1.6%MCK1.2%

1.2%UNH1.6%

0.5%HCA1.0%

0.4%PYPL1.4%

Held in common7.6%

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	AQARP	Xtrackers Russell 1000 US Quality at a Reasonable Price ETFRead Desk		0.19%	0.97%	+2.4%	+20.2%	+23.1%	+22.4%	+12.7%	−7.3%	$79M
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	AQARP	Xtrackers Russell 1000 US Quality at a Reasonable Price ETFRead Desk		0.19%	0.97%	+2.4%	+20.2%	+23.1%	+22.4%	+12.7%	−7.3%	$79M
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

QARP vs SRHQ

QARP

Xtrackers Russell 1000 US Quality at a Reasonable Price

$18,154

SRHQ

SRH U.S. Quality GARP

[…]

MeasureQARPSRHQ

Fee0.19%0.35%

Cost on $10k a year$19$35

Yield0.97%0.67%

5 years, per year+12.7%[…]

3 years, per year+22.4%+24.4%

Worst drop · 1Y−7.3%−7.5%

Volatility · 1Y10.6%14.8%

4–1measures won
QARP first

7.6%

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: QARP, SRHQ

Today

7.6%most shared, QARP and SRHQ

QARPSRHQ

QARP—7.6%

SRHQ7.6%—

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

Income After Fees on $10,000

$78most kept, QARP

QARP$97 − $19 = $78

SRHQ$67 − $35 = $32

KeptFee

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