ROUS vs SRHQ

AROUS

BSRHQ

Measures won4–1ROUS wins · of 6 · 5Y

$10,000 · 5Y$17,102ROUS

Lowest cost0.19%ROUS · $19 on $10k

Most income1.34%ROUS · $134 on $10k

Smallest drop−6.0%ROUS · worst fall in 1Y

Held in common7.1%ROUS and SRHQ

ROUS

SRHQ

Hartford Multifactor US Equity ETF · $787MSRH U.S. Quality GARP ETF · $231M

+20.4%3 years · per year$17,463 · $18,443+22.6%

+11.3%5 years · per year$17,102 · […][…]

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

1.34%12-mo yield$134 · $69 on $10k0.69%

−6.0%Worst dropSmaller wins−7.5%

11.9%VolatilityLower wins14.9%

4–1ROUS wins

$10,000 · 5 yearsOne scale

Shared top holdingsROUS · SRHQ

0.8%UNH1.5%

0.8%BMY1.1%

0.6%AMGN1.4%

0.5%HUM2.5%

Held in common7.1%

End-of-day Nov 6, 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	AROUS	Hartford Multifactor US Equity ETFRead Desk		0.19%	1.34%	−0.3%	+15.7%	+16.6%	+20.4%	+11.3%	−6.0%	$787M
2	BSRHQ	SRH U.S. Quality GARP ETFRead Desk		0.35%	0.69%	−1.2%	+27.2%	+30.1%	+22.6%	new	−7.5%	$231M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	AROUS	Hartford Multifactor US Equity ETFRead Desk		0.19%	1.34%	−0.3%	+15.7%	+16.6%	+20.4%	+11.3%	−6.0%	$787M
2	BSRHQ	SRH U.S. Quality GARP ETFRead Desk		0.35%	0.69%	−1.2%	+27.2%	+30.1%	+22.6%	new	−7.5%	$231M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

ROUS vs SRHQ

ROUS

Hartford Multifactor US Equity

$17,102

SRHQ

SRH U.S. Quality GARP

[…]

MeasureROUSSRHQ

Fee0.19%0.35%

Cost on $10k a year$19$35

Yield1.34%0.69%

5 years, per year+11.3%[…]

3 years, per year+20.4%+22.6%

Worst drop · 1Y−6.0%−7.5%

Volatility · 1Y11.9%14.9%

4–1measures won
ROUS first

7.1%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: ROUS, SRHQ

Today

7.1%most shared, ROUS and SRHQ

ROUSSRHQ

ROUS—7.1%

SRHQ7.1%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$115most kept, ROUS

ROUS$134 − $19 = $115

SRHQ$69 − $35 = $34

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee