Compare · 4 funds side by side · dividends reinvested

ELFY, FDV, SMH and VIG

ELFYALPS×FDVFederated Hermes×SMHVanEck×VIGVanguard×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$34,950SMH · best of the four

02 / 04

ELFY, FDV, SMH and VIG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Federated Hermes U.S. Strategic Dividend ETFIncome · Dividend stocks0.61%2.87%+21.6%+24.8%+19.8%[…]−7.4%11.3%$1.1B2.0

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.50%+12.1%+14.3%+18.6%+10.2%−7.9%10.8%$109B2.1

VanEck Semiconductor ETFThematic · AI & semis0.35%0.24%+28.8%+29.5%+48.9%+28.4%−33.1%42.9%$57.7B2.3

ALPS Electrification Infrastructure ETFThematic · Infrastructure0.50%1.23%+2.3%−1.4%[…][…]−22.4%22.4%$152M3.3

Rank among the four1st → 4thFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 6, 2026 · returns include dividends · since: ELFY 2025 · FDV 2022 · SMH 2011 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

ALPS Electrification Infrastructure ETF · $152M[…]

ELFY

FDV

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

$10,000 five years ago, dividends reinvested · they hold 8.5% in common

ELFYMeasureFDV

+2.3%Year to dateJan 1 → Nov 6+21.6%

−1.4%1 yearTotal return+24.8%

[…]3 years · per year$10,000 became […] · $17,175+19.8%

[…]5 years · per year[…]

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

1.23%Trailing 12-mo yield$123 · $287 a year on $10k2.87%

−22.4%Worst dropSmaller is better−7.4%

22.4%VolatilityLower is calmer11.3%

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

1–5FDV wins

End-of-day Nov 6, 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

5.8%in top 5

FDV

in top 518.0%

ELFYStockFDV

not top 5PAYX4.3%

not top 5PNC3.6%

not top 5USB3.4%

not top 5WEC3.4%

not top 5PEP3.3%

1.2%NXTnot top 5

1.2%BKHnot top 5

1.1%EDnot top 5

1.1%TTEKnot top 5

1.1%FTSnot top 5

Held in common8.5%

End-of-day Nov 6, 2026 · share of each fund

ELFY vs FDV Returns, Every Period

ALPSELFY

−1.4%

past year

FDVFederated Hermes

+24.8%

past year

ELFYFDVFaded: behind in that period

0–2FDV wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

Thematic vs Income: ELFY vs FDV

YTD

ALPSELFY

+2.3%

FDVFederated Hermes

+21.6%

+2.3%Year to date+21.6%

−22.4%Worst drop · 1Y−7.4%

22.4%Volatility · 1Y11.3%

1.2%Yield2.9%

$152MAssets$1.1B

4–0FDV wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: ELFY, FDV, SMH, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

SMH0.35%$35

ELFY0.50%$50

FDV0.61%$61

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: ELFY, FDV, SMH, VIG

2.87%highest, FDV

FundTrailing yieldYield$10k

FDV2.87%$287

VIG1.50%$150

ELFY1.23%$123

SMH0.24%$24

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$226most kept, FDV

FDV$287 − $61 = $226

VIG$150 − $4 = $146

ELFY$123 − $50 = $73

SMH$24 − $35 = −$11

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: ELFY, FDV, SMH, VIG

Today

10.3%most shared, SMH and VIG

ELFYFDVSMHVIG

ELFY—8.5%0.0%5.3%

FDV8.5%—0.0%10.3%

SMH0.0%0.0%—10.3%

VIG5.3%10.3%10.3%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+29.5%SMH, at 42.9% volatility

VIGWorst drop−7.9%10.8% vol

FDVWorst drop−7.4%11.3% vol

ELFYWorst drop−22.4%22.4% vol

SMHWorst drop−33.1%42.9% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

FDVSMH

+21.6%Year to date+28.8%

2.9%Yield0.2%

+24.8%Past year+29.5%

0.61%Fee0.35%

3–1SMH wins

End-of-day Nov 6, 2026

Popular Pairs Near These Four

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

SOXX vs SMH

YTD

iSharesSOXX

+36.2%

SMHVanEck

+28.8%

+36.2%Year to date+28.8%

0.33% · $33Fee · on $10k a year0.35% · $35

$37.6BAssets$57.7B

2–0SOXX wins

End-of-day Nov 6, 2026

DGRO vs VIG

YTD

iSharesDGRO

+16.6%

VIGVanguard

+12.1%

+16.6%Year to date+12.1%

1.9%Yield1.5%

$44.9BAssets$109B

2–0DGRO wins

End-of-day Nov 6, 2026