PP vs SRHQ

PP vs SRHQ

Which is better, PP or SRHQ?

SRHQ has been ahead.

SRHQ has a lower expense ratio. SRHQ led over 1Y and the full window.

Lower Fees: SRHQHigher Returns: SRHQ

MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.

Side-by-Side Comparison

MetricPPSRHQ
Expense Ratio0.76%0.35%Best
AUM$25M$214M
Dividend Yield0.75%0.74%
Holdings13164
Volatility (annualized)31.4%15.4%Best
Max Drawdown-29.3%-10.6%Best
$10,000 over 2.2 years$13,156$13,717Best
Fund FamilyTidal ETF TrustSRH Funds
CategoryEquityEquity
StyleLarge Cap GrowthLarge Cap Growth
InceptionNov 28, 2022Oct 4, 2022

Not shown on this pair: YTD Return, 1Y Return, 3Y Return (annualized), 5Y Return (annualized), Top 10 Weight.

The two price series end 596 days apart, so a return over any period would be measuring two different stretches of market. Those rows are withheld. PP has data through Feb 25, 2025 and SRHQ through Oct 14, 2026.

Volatility and max drawdown, and the $10,000 over 2.2 years row, are measured over the window both funds cover: Nov 29, 2022 to Feb 25, 2025 (2.2 years).

Compare PP against instead:PP vs SPYPP vs QQQPP vs VOOPP vs VTISRHQ against:SRHQ vs VXUS

Risk: Volatility and Drawdowns

PP has been the more volatile fund, with annualized monthly volatility of 31.4% compared with 15.4% for SRHQ. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.

The deepest peak-to-trough decline in our data was -29.3% for PP and -10.6% for SRHQ. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.62. They move together some of the time, and apart the rest.

Fees and Cost Over Time

PP charges 0.76% per year while SRHQ charges 0.35%. On a $10,000 position that is $76 vs $35 annually, a gap of $41 per year that compounds over a long holding period. On income, PP currently yields 0.75% against 0.74% for SRHQ.

You are not choosing between two funds in isolation.

Whichever of PP and SRHQ you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

PPSRHQ

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, PP or SRHQ?

PP has an expense ratio of 0.76% while SRHQ charges 0.35%. SRHQ is the cheaper option, by $41 a year on a $10,000 investment.

Which is riskier, PP or SRHQ?

PP has been the more volatile fund at 31.4% annualized versus 15.4% for SRHQ. Worst drawdown: PP -29.3% vs SRHQ -10.6%.

Should I hold both PP and SRHQ?

PP and SRHQ have a monthly-return correlation of 0.62, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.

Which pays a higher dividend, PP or SRHQ?

PP yields 0.75% while SRHQ yields 0.74%, so PP currently pays the higher dividend yield.

Is SRHQ better than PP?

SRHQ has a lower expense ratio. SRHQ led over 1Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.