QLTY vs SRHQ

AQLTY

BSRHQ

Measures won1–3SRHQ wins · of 6 · 5Y

$10,000 · 5Y$17,153VUG

Lowest cost0.03%VUG · $3 on $10k

Most income0.67%SRHQ · $67 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[…] · $19,230+24.4%

[…]5 years · per year[…]

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

0.63%12-mo yield$63 · $67 on $10k0.67%

−11.7%Worst dropSmaller wins−7.5%

12.6%VolatilityLower wins14.8%

1–3SRHQ wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsQLTY · SRHQ

2.6%UNH1.6%

1.2%ROP1.4%

0.7%JKHY1.1%

Held in common3.5%

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

All Three

5Y3 funds

#
1	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.40%	+1.5%	+6.3%	+3.4%	+25.4%	+11.4%	−16.1%	$232.9B
2	AQLTY	GMO US Quality ETFRead Desk	0.50%	0.63%	+2.6%	+17.2%	+21.1%	new	new	−11.7%	$5.5B
3	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

All Three

5Y3 funds

#
1	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.40%	+1.5%	+6.3%	+3.4%	+25.4%	+11.4%	−16.1%	$232.9B
2	AQLTY	GMO US Quality ETFRead Desk	0.50%	0.63%	+2.6%	+17.2%	+21.1%	new	new	−11.7%	$5.5B
3	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

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

Yield0.63%0.67%

5 years, per year[…][…]

3 years, per year[…]+24.4%

Worst drop · 1Y−11.7%−7.5%

Volatility · 1Y12.6%14.8%

3–1measures won
SRHQ first

3.5%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+6.3%

SCHGSchwab

+6.8%

+6.3%Year to date+6.8%

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

$233BAssets$62.5B

1–1level

End-of-day Nov 4, 2026

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

Overlap: QLTY, SRHQ, VUG

Today

39.7%most shared, QLTY and VUG

QLTYSRHQVUG

QLTY—3.5%39.7%

SRHQ3.5%—0.2%

VUG39.7%0.2%—

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

Income After Fees on $10,000

$37most kept, VUG

VUG$40 − $3 = $37

SRHQ$67 − $35 = $32

QLTY$63 − $50 = $13

KeptFee

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