QLTY vs SRHQ

AQLTY

BSRHQ

Measures won1–3SRHQ wins · of 6 · 5Y

$10,000 · 5Y$16,565VUG · IWF $15,892

Lowest cost0.03%VUG · $3 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 · $5.4BSRH U.S. Quality GARP ETF · $228M

[…]3 years · per year[…] · $18,327+22.4%

[…]5 years · per year[…]

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

0.64%12-mo yield$64 · $68 on $10k0.68%

−11.7%Worst dropSmaller wins−7.5%

13.3%VolatilityLower wins14.9%

1–3SRHQ wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsQLTY · SRHQ

2.6%UNH1.5%

1.3%ROP1.4%

0.7%JKHY1.2%

Held in common3.5%

End-of-day Nov 9, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Four

5Y4 funds

#
1	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+2.8%	+4.2%	+4.7%	+22.9%	+10.6%	−15.1%	$232.9B
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.38%	+2.9%	−2.5%	−2.2%	+19.8%	+9.7%	−14.6%	$118.1B
3	AQLTY	GMO US Quality ETFRead Desk	0.50%	0.64%	+2.5%	+15.6%	+20.8%	new	new	−11.7%	$5.4B
4	BSRHQ	SRH U.S. Quality GARP ETFRead Desk	0.35%	0.68%	+1.5%	+29.1%	+33.3%	+22.4%	new	−7.5%	$228M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Four

5Y4 funds

#
1	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+2.8%	+4.2%	+4.7%	+22.9%	+10.6%	−15.1%	$232.9B
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.38%	+2.9%	−2.5%	−2.2%	+19.8%	+9.7%	−14.6%	$118.1B
3	AQLTY	GMO US Quality ETFRead Desk	0.50%	0.64%	+2.5%	+15.6%	+20.8%	new	new	−11.7%	$5.4B
4	BSRHQ	SRH U.S. Quality GARP ETFRead Desk	0.35%	0.68%	+1.5%	+29.1%	+33.3%	+22.4%	new	−7.5%	$228M

End-of-day Nov 9, 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

Yield0.64%0.68%

5 years, per year[…][…]

3 years, per year[…]+22.4%

Worst drop · 1Y−11.7%−7.5%

Volatility · 1Y13.3%14.9%

3–1measures won
SRHQ first

3.5%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

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

$233BAssets$61.4B

1–1level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

Overlap: QLTY, SRHQ, IWF, VUG

Today

78.1%most shared, IWF and VUG

QLTYSRHQIWFVUG

QLTY—3.5%37.4%39.9%

SRHQ3.5%—2.0%0.2%

IWF37.4%2.0%—78.1%

VUG39.9%0.2%78.1%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$38most kept, VUG

VUG$41 − $3 = $38

SRHQ$68 − $35 = $33

IWF$38 − $18 = $20

QLTY$64 − $50 = $14

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee