SRHQ vs SAMM

ASRHQ

BSAMM

Measures won3–1SRHQ wins · of 6 · 5Y

$10,000 · 5Y[…]no history on file

Lowest cost0.35%SRHQ · $35 on $10k

Most income0.95%SAMM · $95 on $10k

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

Held in common2.1%SRHQ and SAMM

SRHQ

SAMM

SRH U.S. Quality GARP ETF · $224MStrategas Macro Momentum ETF · $43M

+23.6%3 years · per year$18,887 · […][…]

[…]5 years · per year[…]

0.35%Expense ratio$35 · $107 on $10k · lower wins1.07%

0.69%12-mo yield$69 · $95 on $10k0.95%

−7.5%Worst dropSmaller wins−13.0%

14.6%VolatilityLower wins21.3%

3–1SRHQ wins

$10,000 · 5 yearsOne scale

No price history on file for these funds yet […]

Shared top holdingsSRHQ · SAMM

2.1%CNC2.8%

Held in common2.1%

End-of-day Nov 3, 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							5Y/yr
1	ASRHQ	SRH U.S. Quality GARP ETFRead Desk		0.35%	0.69%	−0.7%	+27.6%	+30.1%	+23.6%	new	−7.5%	$224M
2	BSAMM	Strategas Macro Momentum ETFRead Desk		1.07%	0.95%	+1.0%	+8.1%	+8.6%	new	new	−13.0%	$43M

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

Both

5Y2 funds

#			Trend							5Y/yr
1	ASRHQ	SRH U.S. Quality GARP ETFRead Desk		0.35%	0.69%	−0.7%	+27.6%	+30.1%	+23.6%	new	−7.5%	$224M
2	BSAMM	Strategas Macro Momentum ETFRead Desk		1.07%	0.95%	+1.0%	+8.1%	+8.6%	new	new	−13.0%	$43M

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

Cards for this view

SRHQ vs SAMM

SRHQ

SRH U.S. Quality GARP

[…]

SAMM

Strategas Macro Momentum

[…]

MeasureSRHQSAMM

Fee0.35%1.07%

Cost on $10k a year$35$107

Yield0.69%0.95%

5 years, per year[…][…]

3 years, per year+23.6%[…]

Worst drop · 1Y−7.5%−13.0%

Volatility · 1Y14.6%21.3%

3–1measures won
SRHQ first

2.1%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

Overlap: SRHQ, SAMM

Today

2.1%most shared, SRHQ and SAMM

SRHQSAMM

SRHQ—2.1%

SAMM2.1%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$34most kept, SRHQ

SRHQ$69 − $35 = $34

SAMM$95 − $107 = −$12

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee