SRH U.S. Quality ETF (SRHQ) belongs to the Mid Cap Blend Equities category. Below you'll find alternative ETFs from the same category, ranked by key criteria, plus funds that investors commonly compare with SRHQ. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to SRHQ
SRHQ charges 0.35% annually. There are 31 ETFs in the Mid Cap Blend Equities category with lower expense ratios, going as low as 0.03%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| SPDR Portfolio S&P 400 Mid Cap ETF | 0.03% | 18.14B | Nov 2005 | SRHQ vs SPMD | |
| Vanguard Mid-Cap ETF | 0.03% | 218.80B | Jan 2004 | SRHQ vs VO | |
| Schwab US Mid-Cap ETF | 0.04% | 14.91B | Jan 2011 | SRHQ vs SCHM | |
| iShares Morningstar Mid-Cap ETF | 0.04% | 1.64B | Jun 2004 | SRHQ vs IMCB | |
| iShares Core S&P Mid-Cap ETF | 0.05% | 122.37B | May 2000 | SRHQ vs IJH |
Best Risk-Adjusted Alternatives to SRHQ
SRHQ has a PortfoliosLab risk / return rank of 78. There are 6 ETFs in the Mid Cap Blend Equities category with higher risk-adjusted ranks, going as high as 93.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Castellan Targeted Equity ETF | 93 | — | Jun 2025 | SRHQ vs CTEF | |
| Invesco S&P Spin-Off ETF | 89 | 226.12M | Dec 2006 | SRHQ vs CSD | |
| Optimize Strategy Index ETF | 89 | 239.89M | Apr 2024 | SRHQ vs OPTZ | |
| Counterpoint Quantitative Equity ETF | 87 | 366.29M | Nov 2023 | SRHQ vs CPAI | |
| iShares MSCI Peru ETF | 83 | 536.81M | Jun 2009 | SRHQ vs EPU |
Top Performing SRHQ Alternatives (YTD)
SRHQ is at 18.97% YTD. There are 11 ETFs in the Mid Cap Blend Equities category with higher YTD returns, going as high as 37.32%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Invesco S&P Spin-Off ETF | 37.32% | 226.12M | Dec 2006 | SRHQ vs CSD | |
| Castellan Targeted Equity ETF | 34.60% | — | Jun 2025 | SRHQ vs CTEF | |
| Optimize Strategy Index ETF | 29.14% | 239.89M | Apr 2024 | SRHQ vs OPTZ | |
| Counterpoint Quantitative Equity ETF | 27.31% | 366.29M | Nov 2023 | SRHQ vs CPAI | |
| Vanguard U.S. Momentum Factor ETF | 21.55% | 1.70B | Feb 2018 | SRHQ vs VFMO |
Lowest Volatility Alternatives to SRHQ
SRHQ has 14.87% 1-year volatility. There are 38 ETFs in the Mid Cap Blend Equities category with lower 1-year volatility, going as low as 8.76%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard U.S. Minimum Volatility ETF | 8.76% | 426.50M | Feb 2018 | SRHQ vs VFMV | |
| Invesco Dynamic Market ETF | 9.74% | 95.10M | May 2003 | SRHQ vs PWC | |
| Invesco Bloomberg MVP Multi-factor ETF | 9.74% | 101.68M | May 2003 | SRHQ vs BMVP | |
| ETC 6 Meridian Low Beta Equity Strategy ETF | 10.25% | 185.97M | May 2020 | SRHQ vs SIXL | |
| Indexperts Quality Earnings Focused ETF | 11.02% | 34.97M | Dec 2024 | SRHQ vs QIDX |
Lowest Drawdown Alternatives to SRHQ
SRHQ has a 1-year max drawdown of -6.31%. There are 2 ETFs in the Mid Cap Blend Equities category with shallower 1-year drawdowns, going as shallow as -6.00%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard U.S. Minimum Volatility ETF | -6.00% | 426.50M | Feb 2018 | SRHQ vs VFMV | |
| RiverNorth Patriot ETF | -6.25% | 3.97M | Feb 2022 | SRHQ vs FLDZ | |
| Invesco Dynamic Market ETF | -6.45% | 95.10M | May 2003 | SRHQ vs PWC | |
| Invesco Bloomberg MVP Multi-factor ETF | -6.45% | 101.68M | May 2003 | SRHQ vs BMVP | |
| WisdomTree US Multifactor Fund | -6.47% | 301.51M | Jun 2017 | SRHQ vs USMF |
Other ETFs from SRH
The 1 most viewed SRH ETFs shown here include SRHR and span 1 categories. AUM among these funds goes as high as $48M.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| SRH REIT Covered Call ETF | REIT | 43 | 16.53% | 47.56M | Nov 2023 | SRHQ vs SRHR |
Often Compared With SRHQ
Investors most often compare SRHQ with SCHD, FACGX, LST. These 20 comparison targets span 6 categories, based on PortfoliosLab usage data.
Compare SRHQ with Any Fund or Stock
Compare SRHQ with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair SRHQ with funds that move differently
SRH U.S. Quality ETF alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to SRHQ.
Explore SRHQ Diversifiers