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The underlying index is designed to identify U.S. companies that demonstrate consistent, measured revenue expansion while trading at sensible, non-excessive valuations. The Advisor's strategy involves allocating virtually all of the fund's resources to the common stocks that constitute this benchmark. Under typical market conditions, the ETF will invest at least 80% of its net assets, alongside any borrowed funds used for investment, in securities of issuers predominantly listed on U.S. exchanges.
Is SRHQ's expense ratio expensive, average, or a steal for its category?
Pro reveals the verdict on a 5-tier spectrum calibrated against ICI 2025 industry averages, with strategy-aware bands so the comparison is meaningful.
SRHQ ETF offers equal-weight exposure to select Russell 1000 Index companies with moderate growth and attractive valuation features. Its fees are 0.35% and the ETF manages $169 million in assets. SRHQ's name suggest it's a high-quality fund, but its managers only use sales growth consistency as a proxy for quality rather than standard measures like margins and debt ratios. The impact is evident when comparing it with other high-quality funds like QARP and SPHQ, which feature 5-8% better net margins.
Paralel Advisors LLC today announced the launch of its first ETF, the SRH U.S. Quality ETF (NYSE Arca: SRHQ). SRHQ seeks to track the performance, before fees and expenses, of the SRH U.S. Quality Index, which is designed to capture the performance of U.S.