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SRHQ and QUAL share 2.5% of their holdings.
| Side by side | SRHQ | QUAL |
|---|---|---|
| Strategy | US Stock Styles · Factor | US Stock Styles · Factor |
| Expense ratio | 0.35% | 0.15% |
| Cost per year on $10k | $35 | $15 |
| Trailing 12-mo yield | 0.68% | 0.85% |
| Income per year on $10k | $68 | $85 |
| YTD | +28.5% | +12.5% |
| 1 year | +31.7% | +13.9% |
| 3 years · per year | +23.5% | +21.3% |
| 5 years · per year | — | +10.8% |
| Worst drop · 1Y | −7.5% | −9.0% |
| Volatility · 1Y | 14.6% | 11.9% |
| Holdings | 80 | 118 |
| Assets | $225M | $48.0B |
| Leverage | None | None |
| Since | 2022 | 2013 |
Highlighted = best in the row. Returns include dividends.