USMV vs SRHQ

AUSMV

BSRHQ

Measures won4–1USMV wins · of 6 · 5Y

$10,000 · 5Y$14,154USMV

Lowest cost0.15%USMV · $15 on $10k

Most income1.39%USMV · $139 on $10k

Smallest drop−6.5%USMV · worst fall in 1Y

Held in common8.4%USMV and SRHQ

USMV

SRHQ

iShares MSCI USA Min Vol Factor ETF · $23.7BSRH U.S. Quality GARP ETF · $228M

+13.7%3 years · per year$14,709 · $18,443+22.6%

+7.2%5 years · per year$14,154 · […][…]

0.15%Expense ratio$15 · $35 on $10k · lower wins0.35%

1.39%12-mo yield$139 · $69 on $10k0.69%

−6.5%Worst dropSmaller wins−7.5%

9.1%VolatilityLower wins14.9%

4–1USMV wins

$10,000 · 5 yearsOne scale

Shared top holdingsUSMV · SRHQ

1.6%MCK1.3%

1.3%ROP1.5%

1.3%COR1.1%

0.9%TMUS0.8%

Held in common8.4%

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	AUSMV	iShares MSCI USA Min Vol Factor ETFRead Desk		0.15%	1.39%	−0.5%	+8.6%	+10.5%	+13.7%	+7.2%	−6.5%	$23.7B
2	BSRHQ	SRH U.S. Quality GARP ETFRead Desk		0.35%	0.69%	−1.2%	+27.2%	+30.1%	+22.6%	new	−7.5%	$228M

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	AUSMV	iShares MSCI USA Min Vol Factor ETFRead Desk		0.15%	1.39%	−0.5%	+8.6%	+10.5%	+13.7%	+7.2%	−6.5%	$23.7B
2	BSRHQ	SRH U.S. Quality GARP ETFRead Desk		0.35%	0.69%	−1.2%	+27.2%	+30.1%	+22.6%	new	−7.5%	$228M

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

USMV vs SRHQ

USMV

iShares MSCI USA Min Vol Factor

$14,154

SRHQ

SRH U.S. Quality GARP

[…]

MeasureUSMVSRHQ

Fee0.15%0.35%

Cost on $10k a year$15$35

Yield1.39%0.69%

5 years, per year+7.2%[…]

3 years, per year+13.7%+22.6%

Worst drop · 1Y−6.5%−7.5%

Volatility · 1Y9.1%14.9%

4–1measures won
USMV first

8.4%

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%

$40.7BAssets$45.2B

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%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: USMV, SRHQ

Today

8.4%most shared, USMV and SRHQ

USMVSRHQ

USMV—8.4%

SRHQ8.4%—

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

Income After Fees on $10,000

$124most kept, USMV

USMV$139 − $15 = $124

SRHQ$69 − $35 = $34

KeptFee

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