QLTY vs SRHQ

AQLTY

BSRHQ

Measures won1–3SRHQ wins · of 6 · 5Y

$10,000 · 5Y$15,330IWF

Lowest cost0.18%IWF · $18 on $10k

Most income0.68%SRHQ · $68 on $10k

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

Held in common3.5%QLTY and SRHQ

QLTY

SRHQ

GMO US Quality ETF · $5.5BSRH U.S. Quality GARP ETF · $234M

[…]3 years · per year[…] · $18,715+23.2%

[…]5 years · per year[…]

0.50%Expense ratio$50 · $35 on $10k · lower wins0.35%

0.65%12-mo yield$65 · $68 on $10k0.68%

−11.7%Worst dropSmaller wins−7.5%

13.1%VolatilityLower wins14.9%

1–3SRHQ wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsQLTY · SRHQ

2.5%UNH1.6%

1.3%ROP1.4%

0.7%JKHY1.2%

Held in common3.5%

End-of-day Nov 5, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	−6.4%	−6.5%	−7.6%	+19.5%	+8.9%	−14.6%	$120.5B
2	AQLTY	GMO US Quality ETFRead Desk	0.50%	0.65%	−3.8%	+12.8%	+17.5%	new	new	−11.7%	$5.5B
3	BSRHQ	SRH U.S. Quality GARP ETFRead Desk	0.35%	0.68%	−1.5%	+28.7%	+32.9%	+23.2%	new	−7.5%	$234M

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

All Three

5Y3 funds

#
1	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	−6.4%	−6.5%	−7.6%	+19.5%	+8.9%	−14.6%	$120.5B
2	AQLTY	GMO US Quality ETFRead Desk	0.50%	0.65%	−3.8%	+12.8%	+17.5%	new	new	−11.7%	$5.5B
3	BSRHQ	SRH U.S. Quality GARP ETFRead Desk	0.35%	0.68%	−1.5%	+28.7%	+32.9%	+23.2%	new	−7.5%	$234M

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

Cards for this view

QLTY vs SRHQ

QLTY

GMO US Quality

[…]

SRHQ

SRH U.S. Quality GARP

[…]

MeasureQLTYSRHQ

Fee0.50%0.35%

Cost on $10k a year$50$35

Yield0.65%0.68%

5 years, per year[…][…]

3 years, per year[…]+23.2%

Worst drop · 1Y−11.7%−7.5%

Volatility · 1Y13.1%14.9%

2–1measures won
SRHQ first

3.5%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+0.5%

SCHGSchwab

+0.9%

+0.5%Year to date+0.9%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$62.5B

1–1level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: QLTY, SRHQ, IWF

Today

37.6%most shared, QLTY and IWF

QLTYSRHQIWF

QLTY—3.5%37.6%

SRHQ3.5%—1.9%

IWF37.6%1.9%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$33most kept, SRHQ

SRHQ$68 − $35 = $33

IWF$39 − $18 = $21

QLTY$65 − $50 = $15

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee