Compare · 2 funds side by side · dividends reinvested

FDV and DGRO

FDVFederated Hermes×DGROiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,573DGRO · best of the two

02 / 04

FDV and DGRO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core Dividend Growth ETFIncome · Dividend stocks0.08%1.81%+20.6%+24.5%+22.6%+11.9%−6.5%9.7%$45.1B1.4

Federated Hermes U.S. Strategic Dividend ETFIncome · Dividend stocks0.61%2.81%+24.5%+28.3%+21.1%[…]−7.4%11.2%$1.0B1.6

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 4, 2026 · returns include dividends · since: FDV 2022 · DGRO 2014

Head to Head

Swap sides Versus in desk

Head to Head

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

FDV

DGRO

iShares Core Dividend Growth ETF · $45.1B$17,573

$10,000 five years ago, dividends reinvested · they hold 21.5% in common

FDVMeasureDGRO

+24.5%Year to dateJan 1 → Nov 4+20.6%

+28.3%1 yearTotal return+24.5%

+21.1%3 years · per year$10,000 became $17,750 · $18,408+22.6%

[…]5 years · per year$10,000 became […] · $17,573+11.9%

0.61%Expense ratio$61 · $8 a year on $10k · lower is better0.08%

2.81%Trailing 12-mo yield$281 · $181 a year on $10k1.81%

−7.4%Worst dropSmaller is better−6.5%

11.2%VolatilityLower is calmer9.7%

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

3–4DGRO wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

FDV vs DGRO: Top 5 Holdings

Today

FDV

17.6%in top 5

DGRO

in top 514.8%

FDVStockDGRO

4.0%PAYXnot top 5

3.7%PNCnot top 5

3.4%USBnot top 5

3.3%WECnot top 5

3.2%CVXnot top 5

not top 5XOM3.2%

not top 5MSFT3.0%

not top 5ABBV3.0%

not top 5AAPL2.9%

not top 5JNJ2.7%

Held in common21.5%

End-of-day Nov 4, 2026 · share of each fund

FDV vs DGRO Returns, Every Period

Federated HermesFDV

+28.3%

past year

DGROiShares

+24.5%

past year

FDVDGROFaded: behind in that period

2–1FDV wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

FDV vs DGRO

YTD

Federated HermesFDV

+24.5%

DGROiShares

+20.6%

+24.5%Year to date+20.6%

−7.4%Worst drop · 1Y−6.5%

11.2%Volatility · 1Y9.7%

2.8%Yield1.8%

$1.0BAssets$45.1B

2–2level

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: FDV, DGRO

Today

0.08%lowest, DGRO

FundExpense ratioFee$10k

DGRO0.08%$8

FDV0.61%$61

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: FDV, DGRO

2.81%highest, FDV

FundTrailing yieldYield$10k

FDV2.81%$281

DGRO1.81%$181

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$220most kept, FDV

FDV$281 − $61 = $220

DGRO$181 − $8 = $173

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: FDV, DGRO

Today

21.5%most shared, FDV and DGRO

FDVDGRO

FDV—21.5%

DGRO21.5%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+28.3%FDV, at 11.2% volatility

DGROWorst drop−6.5%9.7% vol

FDVWorst drop−7.4%11.2% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

FDVDGRO

+24.5%Year to date+20.6%

2.8%Yield1.8%

+28.3%Past year+24.5%

0.61%Fee0.08%

3–1FDV wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

DGRO vs VIG

YTD

iSharesDGRO

+20.6%

VIGVanguard

+16.4%

+20.6%Year to date+16.4%

1.8%Yield1.4%

$45.1BAssets$109B

2–0DGRO wins

End-of-day Nov 4, 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%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026