Compare FDV and BGIG | ETF Tracker

FDV and BGIG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Federated Hermes U.S. Strategic Dividend ETFIncome · Dividend stocks0.61%2.84%+22.8%+26.9%+20.3%[…]−7.4%11.3%$1.1B1.4

Bahl & Gaynor Income Growth ETFIncome · Dividend stocks0.45%1.72%+13.6%+16.3%+18.6%[…]−6.1%9.5%$2.3B1.6

Rank among the two1st → 2ndFee, 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: FDV 2022 · BGIG 2023

Head to Head

Swap sides Versus in desk

Head to Head

5Y

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

FDV

BGIG

Bahl & Gaynor Income Growth ETF · $2.3B[…]

$10,000 five years ago, dividends reinvested · they hold 26.1% in common

FDVMeasureBGIG

+22.8%Year to dateJan 1 → Nov 5+13.6%

+26.9%1 yearTotal return+16.3%

+20.3%3 years · per year$10,000 became $17,400 · $16,667+18.6%

[…]5 years · per year[…]

0.61%Expense ratio$61 · $45 a year on $10k · lower is better0.45%

2.84%Trailing 12-mo yield$284 · $172 a year on $10k1.72%

−7.4%Worst dropSmaller is better−6.1%

11.3%VolatilityLower is calmer9.5%

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

4–3FDV wins

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

More Ways to See the Pairs

FDV vs BGIG: Top 5 Holdings

Today

FDV

17.9%in top 5

BGIG

in top 522.7%

FDVStockBGIG

not top 5MSFT5.3%

not top 5UNH4.5%

not top 5ABBV4.5%

4.2%PAYXnot top 5

not top 5JNJ4.2%

not top 5TSM4.1%

3.7%PNCnot top 5

3.4%USBnot top 5

3.3%WECnot top 5

3.2%PEPnot top 5

Held in common26.1%

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

FDV vs BGIG Returns, Every Period

1Y

Federated HermesFDV

+26.9%

past year

BGIGBahl & Gaynor

+16.3%

past year

FDVBGIGFaded: behind in that period

3–0FDV wins

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

FDV vs BGIG

YTD

Federated HermesFDV

+22.8%

BGIGBahl & Gaynor

+13.6%

+22.8%Year to date+13.6%

−7.4%Worst drop · 1Y−6.1%

11.3%Volatility · 1Y9.5%

2.8%Yield1.7%

$1.1BAssets$2.3B

2–2level

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

Cost, Income and Risk

Fees: FDV, BGIG

Today

0.45%lowest, BGIG

FundExpense ratioFee$10k

BGIG0.45%$45

FDV0.61%$61

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

Yields: FDV, BGIG

1Y

2.84%highest, FDV

FundTrailing yieldYield$10k

FDV2.84%$284

BGIG1.72%$172

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

Income After Fees on $10,000

1Y

$223most kept, FDV

FDV$284 − $61 = $223

BGIG$172 − $45 = $127

KeptFee

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

Overlap: FDV, BGIG

Today

26.1%most shared, FDV and BGIG

FDVBGIG

FDV—26.1%

BGIG26.1%—

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

Return vs Bumpiness: 2 ETFs

1Y

+26.9%FDV, at 11.3% volatility

BGIGWorst drop−6.1%9.5% vol

FDVWorst drop−7.4%11.3% vol

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

Paid More vs Made More

YTD

FDVBGIG

+22.8%Year to date+13.6%

2.8%Yield1.7%

+26.9%Past year+16.3%

0.61%Fee0.45%

3–1FDV wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026