Compare · 3 funds side by side · dividends reinvested

ELFY, FDV and SCHD

ELFYALPS×FDVFederated Hermes×SCHDSchwab×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,375SCHD · best of the three

02 / 04

ELFY, FDV and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.91%+35.3%+41.6%+21.4%+11.0%−6.9%11.5%$123B1.1

Federated Hermes U.S. Strategic Dividend ETFIncome · Dividend stocks0.61%2.81%+24.5%+28.3%+21.1%[…]−7.4%11.2%$1.1B2.0

ALPS Electrification Infrastructure ETFThematic · Infrastructure0.50%1.19%+5.7%+1.9%[…][…]−18.8%22.0%$159M2.8

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 5, 2026 · returns include dividends · since: ELFY 2025 · FDV 2022 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

ALPS Electrification Infrastructure ETF · $159M[…]

ELFY

FDV

Federated Hermes U.S. Strategic Dividend ETF · $1.1B[…]

$10,000 five years ago, dividends reinvested · they hold 8.1% in common

ELFYMeasureFDV

+5.7%Year to dateJan 1 → Nov 5+24.5%

+1.9%1 yearTotal return+28.3%

[…]3 years · per year$10,000 became […] · $17,750+21.1%

[…]5 years · per year[…]

0.50%Expense ratio$50 · $61 a year on $10k · lower is better0.61%

1.19%Trailing 12-mo yield$119 · $281 a year on $10k2.81%

−18.8%Worst dropSmaller is better−7.4%

22.0%VolatilityLower is calmer11.2%

ELFYFDV Winner of the row, in its colourEach row: the bigger of the two fills its side

1–5FDV wins

End-of-day Nov 5, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

ELFY vs FDV: Top 5 Holdings

Today

ELFY

5.7%in top 5

FDV

in top 517.9%

ELFYStockFDV

not top 5PAYX4.2%

not top 5PNC3.7%

not top 5USB3.4%

not top 5WEC3.3%

not top 5PEP3.2%

1.3%NXTnot top 5

1.1%BKHnot top 5

1.1%EMRnot top 5

1.1%TTEKnot top 5

1.1%Jnot top 5

Held in common8.1%

End-of-day Nov 5, 2026 · share of each fund

ELFY vs FDV Returns, Every Period

ALPSELFY

+1.9%

past year

FDVFederated Hermes

+28.3%

past year

ELFYFDVFaded: behind in that period

0–2FDV wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

Thematic vs Income: ELFY vs SCHD

YTD

ALPSELFY

+5.7%

SCHDSchwab

+35.3%

+5.7%Year to date+35.3%

−18.8%Worst drop · 1Y−6.9%

22.0%Volatility · 1Y11.5%

1.2%Yield2.9%

$159MAssets$123B

4–0SCHD wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: ELFY, FDV, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

ELFY0.50%$50

FDV0.61%$61

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: ELFY, FDV, SCHD

2.91%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.91%$291

FDV2.81%$281

ELFY1.19%$119

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$285most kept, SCHD

SCHD$291 − $6 = $285

FDV$281 − $61 = $220

ELFY$119 − $50 = $69

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: ELFY, FDV, SCHD

Today

21.5%most shared, FDV and SCHD

ELFYFDVSCHD

ELFY—8.1%0.9%

FDV8.1%—21.5%

SCHD0.9%21.5%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+41.6%SCHD, at 11.5% volatility

FDVWorst drop−7.4%11.2% vol

SCHDWorst drop−6.9%11.5% vol

ELFYWorst drop−18.8%22.0% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

SCHDFDV

+35.3%Year to date+24.5%

2.9%Yield2.8%

+41.6%Past year+28.3%

0.06%Fee0.61%

4–0SCHD wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 5, 2026