Compare · 3 funds side by side · dividends reinvested

FDV, BGIG and SCHD

FDVFederated Hermes×BGIGBahl & Gaynor×SCHDSchwab×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,267SCHD · best of the three

02 / 04

FDV, BGIG and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%3.00%+31.4%+37.0%+20.0%+10.2%−6.9%11.7%$120B1.4

Federated Hermes U.S. Strategic Dividend ETFIncome · Dividend stocks0.61%2.87%+21.6%+24.8%+19.8%[…]−7.4%11.3%$1.0B2.3

Bahl & Gaynor Income Growth ETFIncome · Dividend stocks0.45%1.72%+13.4%+15.6%+18.3%[…]−6.1%9.5%$2.2B2.3

Rank among the three1st → 3rdFee, 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: FDV 2022 · BGIG 2023 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

Federated Hermes U.S. Strategic Dividend ETF · $1.0B[…]

FDV

BGIG

Bahl & Gaynor Income Growth ETF · $2.2B[…]

$10,000 five years ago, dividends reinvested · they hold 26.4% in common

FDVMeasureBGIG

+21.6%Year to dateJan 1 → Nov 6+13.4%

+24.8%1 yearTotal return+15.6%

+19.8%3 years · per year$10,000 became $17,175 · $16,575+18.3%

[…]5 years · per year[…]

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

2.87%Trailing 12-mo yield$287 · $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 6, 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

18.0%in top 5

BGIG

in top 522.6%

FDVStockBGIG

not top 5MSFT5.3%

not top 5ABBV4.5%

not top 5UNH4.5%

4.3%PAYXnot top 5

not top 5JNJ4.2%

not top 5CVX3.9%

3.6%PNCnot top 5

3.4%USBnot top 5

3.4%WECnot top 5

3.3%PEPnot top 5

Held in common26.4%

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

FDV vs BGIG Returns, Every Period

Federated HermesFDV

+24.8%

past year

BGIGBahl & Gaynor

+15.6%

past year

FDVBGIGFaded: behind in that period

3–0FDV wins

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

FDV vs SCHD

YTD

Federated HermesFDV

+21.6%

SCHDSchwab

+31.4%

+21.6%Year to date+31.4%

−7.4%Worst drop · 1Y−6.9%

11.3%Volatility · 1Y11.7%

2.9%Yield3.0%

$1.0BAssets$120B

3–1SCHD wins

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

Cost, Income and Risk

Fees: FDV, BGIG, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

BGIG0.45%$45

FDV0.61%$61

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

Yields: FDV, BGIG, SCHD

3.00%highest, SCHD

FundTrailing yieldYield$10k

SCHD3.00%$300

FDV2.87%$287

BGIG1.72%$172

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

Income After Fees on $10,000

$294most kept, SCHD

SCHD$300 − $6 = $294

FDV$287 − $61 = $226

BGIG$172 − $45 = $127

KeptFee

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

Overlap: FDV, BGIG, SCHD

Today

26.4%most shared, FDV and BGIG

FDVBGIGSCHD

FDV—26.4%21.7%

BGIG26.4%—16.7%

SCHD21.7%16.7%—

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

Return vs Bumpiness: 3 ETFs

+37.0%SCHD, at 11.7% volatility

BGIGWorst drop−6.1%9.5% vol

FDVWorst drop−7.4%11.3% vol

SCHDWorst drop−6.9%11.7% vol

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

Paid More vs Made More

YTD

SCHDFDV

+31.4%Year to date+21.6%

3.0%Yield2.9%

+37.0%Past year+24.8%

0.06%Fee0.61%

4–0SCHD wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026