SRHQ vs. VNMC

Last updated Jun 4, 2026

SRHQ (SRH U.S. Quality ETF) and VNMC (Natixis Vaughan Nelson Mid Cap ETF) are both Mid Cap Blend Equities funds. SRHQ is passively managed, while VNMC is actively managed. A 0.59 correlation means they provide meaningful diversification when combined. SRHQ charges 0.35%/yr vs 0.85%/yr for VNMC.

Performance

SRHQ vs. VNMC - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in SRH U.S. Quality ETF (SRHQ) and Natixis Vaughan Nelson Mid Cap ETF (VNMC). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

SRHQ

• 1D: -0.58%
• 1M: 1.81%
• YTD: 11.72%
• 6M: 13.52%
• 1Y: 21.95%
• 3Y*: 17.11%
• 5Y*: —
• 10Y*: —

VNMC

• 1D: —
• 1M: —
• YTD: —
• 6M: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

SRHQ vs. VNMC - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022
SRHQ SRH U.S. Quality ETF	11.72%	7.34%	16.49%	21.81%	4.20%
VNMC Natixis Vaughan Nelson Mid Cap ETF	0.00%	0.00%	10.34%	16.92%	4.39%

Correlation

The correlation between SRHQ and VNMC is 0.59, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.

	Correlation
Correlation (3Y) Calculated over the trailing 3-year period	0.47
Correlation (All Time) Calculated using the full available price history since Oct 6, 2022	0.59

The correlation between SRHQ and VNMC shifts across timeframes, from 0.47 (3 years) to 0.59 (all time), reflecting how their relationship changes across market environments.

SRHQ vs. VNMC - Sectors Allocation Comparison

Sectors	SRHQ	VNMC
Industrials	22.5%	24.0%
Technology	22.1%	15.6%
Healthcare	20.4%	7.6%
Consumer Cyclical	12.7%	10.8%
Financial Services	9.1%	16.9%
Consumer Defensive	5.7%	1.7%
Communication Services	2.5%	2.0%
Basic Materials	1.3%	10.2%
Real Estate	1.3%	4.6%
Utilities	1.3%	0.7%
Energy	1.2%	5.9%

Return for Risk

SRHQ vs. VNMC — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

SRHQ

SRHQ Risk / Return Rank: 53
SRHQ Sharpe Ratio Rank: 43
SRHQ Sortino Ratio Rank: 44
SRHQ Omega Ratio Rank: 41
SRHQ Calmar Ratio Rank: 71
SRHQ Martin Ratio Rank: 66

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

SRHQ vs. VNMC - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for SRH U.S. Quality ETF (SRHQ) and Natixis Vaughan Nelson Mid Cap ETF (VNMC). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

	SRHQ	VNMC	Difference
Sharpe ratio Return per unit of total volatility	1.50	—	—
Sortino ratio Return per unit of downside risk	2.18	—	—
Omega ratio Gain probability vs. loss probability	1.26	—	—
Calmar ratio Return relative to maximum drawdown	3.50	—	—
Martin ratio Return relative to average drawdown	11.97	—	—
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

Sharpe Ratios by Period

	SRHQ	VNMC	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	1.50	—	—
Sharpe Ratio (All Time) Calculated using the full available price history	1.06	—	—

Drawdowns

Drawdown Indicators

	SRHQ	VNMC	Difference
Max Drawdown Largest peak-to-trough decline	-18.50%	—	—
Max Drawdown (1Y) Largest decline over 1 year	-6.31%	—	—
Max Drawdown (3Y) Largest decline over 3 years	-18.50%	—	—
Current Drawdown Current decline from peak	-1.72%	—	—
Average Drawdown Average peak-to-trough decline	-3.08%	—	—
Ulcer Index Depth and duration of drawdowns from previous peaks	1.84%	—	—

Volatility

Volatility by Period

	SRHQ	VNMC	Difference
Volatility (1M) Calculated over the trailing 1-month period	3.48%	—	—
Volatility (6M) Calculated over the trailing 6-month period	10.71%	—	—
Volatility (1Y) Calculated over the trailing 1-year period	14.75%	—	—
Volatility (5Y) Calculated over the trailing 5-year period, annualized	16.03%	—	—
Volatility (10Y) Calculated over the trailing 10-year period, annualized	16.03%	—	—

SRHQ vs. VNMC - Expense Ratio Comparison

SRHQ has a 0.35% expense ratio, which is lower than VNMC's 0.85% expense ratio.

Dividends

SRHQ vs. VNMC - Dividend Comparison

SRHQ's dividend yield for the trailing twelve months is around 0.71%, while VNMC has not paid dividends to shareholders.

Position	TTM	2025	2024	2023	2022	2021	2020
SRHQ SRH U.S. Quality ETF	0.71%	0.76%	0.66%	0.84%	0.27%	0.00%	0.00%
VNMC Natixis Vaughan Nelson Mid Cap ETF	0.00%	0.00%	0.49%	1.08%	4.30%	10.12%	0.20%

Frequently Asked Questions

Can I hold both SRHQ and VNMC in my portfolio?

SRHQ and VNMC have a correlation of 0.59, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which ETF is better, SRHQ or VNMC?

On fees, SRHQ is cheaper at 0.35% per year. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF is cheaper, SRHQ or VNMC?

SRHQ is cheaper with a 0.35% expense ratio, compared with 0.85% for VNMC.

Which ETF pays a higher dividend yield, SRHQ or VNMC?

SRHQ has the higher dividend yield at 0.71%, compared with 0.00% for VNMC.

What is the main difference between SRHQ and VNMC?

They also come from different issuers: SRH and Groupe BPCE. Their fees differ too: 0.35% for SRHQ and 0.85% for VNMC.