SRHQ vs SAMM5YSRHQSRHQAvsBSAMMSAMMSRH U.S. Quality GARP ETF · $236MStrategas Macro Momentum ETF · $42MReturns · dividends in+21.6%3 years · per year$17,992 · […][…][…]5 years · per year[…]Cost and income0.35%Expense ratio$35 · $107 on $10k · lower wins1.07%0.68%12-mo yield$68 · $100 on $10k1.00%Risk · 1 year
$10,000 in SRHQ, SAMM, VUG5Y$10k startVUG $16.2kNov 2021Nov 2026End-of-day Nov 13, 2026 · growth of $10,000, dividends reinvested · from each fund’s start inside the window
Overlap: SRHQ, SAMM, VUGToday3.1%most shared, SAMM and VUGSRHQSAMMVUGSRHQ—2.3%0.2%SAMM2.3%—3.1%VUG0.2%3.1%—End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus
SRHQ vs SAMM5YASRHQSRH U.S. Quality GARP[…]vsSAMMBStrategas Macro Momentum[…]MeasureSRHQSAMMFee0.35%1.07%Cost on $10k a year$35$107Yield0.68%1.00%5 years, per year[…][…]3 years, per year+21.6%[…]Worst drop · 1Y−7.5%−17.9%Volatility · 1Y15.0%22.4%
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1VUGVanguard Morningstar Growth ETFReadDesk0.03%0.41%−0.9%+3.9%+2.8%+21.6%+10.1%−15.1%$232.9B2ASRHQSRH U.S. Quality GARP ETFReadDesk0.35%0.68%+0.5%+29.0%+30.3%+21.6%new−7.5%$236M3BSAMMStrategas Macro Momentum ETFReadDesk1.07%1.00%−0.6%+3.1%+4.1%newnew−17.9%$42MEnd-of-day Nov 13, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1VUGVanguard Morningstar Growth ETFReadDesk0.03%0.41%−0.9%+3.9%+2.8%+21.6%+10.1%−15.1%$232.9B2ASRHQSRH U.S. Quality GARP ETFReadDesk0.35%0.68%+0.5%+29.0%+30.3%+21.6%new−7.5%$236M3BSAMMStrategas Macro Momentum ETFReadDesk1.07%1.00%−0.6%+3.1%+4.1%newnew−17.9%$42MEnd-of-day Nov 13, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
VUG vs SCHGYTDVanguardVUGVA+3.9%vsBSSCHGSchwab+4.7%Jan 1Nov 13+3.9%+4.7%+3.9%Year to date+4.7%0.03% · $3Fee · on $10k a year0.04% · $4$233BAssets$61.9B1–1levelEnd-of-day Nov 13, 2026
SCHD vs VIGYTDSchwabSCHDSA+34.9%vsBVVIGVanguard+16.0%Jan 1Nov 13+34.9%+16.0%+34.9%Year to date+16.0%2.9%Yield1.4%$124BAssets$109B2–0SCHD winsEnd-of-day Nov 13, 2026
JEPQ vs JEPIYTDJ.P. MorganJEPQJMA+6.7%vsBJMJEPIJ.P. Morgan+8.2%Jan 1Nov 13+6.7%+8.2%+6.7%Year to date+8.2%12.4%Yield7.9%$42.6BAssets$47.3B1–1levelEnd-of-day Nov 13, 2026
Overlap: SRHQ, SAMM, VUGToday3.1%most shared, SAMM and VUGSRHQSAMMVUGSRHQ—2.3%0.2%SAMM2.3%—3.1%VUG0.2%3.1%—End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$38most kept, VUGVUG$41 − $3 = $38SRHQ$68 − $35 = $33SAMM$100 − $107 = −$7KeptFeeEnd-of-day Nov 13, 2026 · yield in dollars minus the fee