Compare · 4 funds side by side · dividends reinvested

FDV, FCTE, SCHD and DGRO

FDVFederated Hermes×FCTESMI Funds×SCHDSchwab×DGROiShares×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,835DGRO · best of the four

02 / 04

FDV, FCTE, SCHD and DGRO, 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%$120B1.6

iShares Core Dividend Growth ETFIncome · Dividend stocks0.08%1.87%+16.6%+20.3%+20.7%+11.0%−6.5%10.2%$44.9B1.9

Federated Hermes U.S. Strategic Dividend ETFIncome · Dividend stocks0.61%2.87%+21.6%+24.8%+19.8%[…]−7.4%11.3%$1.1B2.4

SMI 3Fourteen Full-Cycle Trend ETFUnsorted0.85%0.08%+13.9%+14.8%[…][…]−12.9%16.9%$246M4.0

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: FDV 2022 · FCTE 2024 · SCHD 2011 · DGRO 2014

Head to Head

Swap sides Versus in desk

Head to Head

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

FDV

FCTE

SMI 3Fourteen Full-Cycle Trend ETF · $246M[…]

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

FDVMeasureFCTE

+21.6%Year to dateJan 1 → Nov 6+13.9%

+24.8%1 yearTotal return+14.8%

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

[…]5 years · per year[…]

0.61%Expense ratio$61 · $85 a year on $10k · lower is better0.85%

2.87%Trailing 12-mo yield$287 · $8 a year on $10k0.08%

−7.4%Worst dropSmaller is better−12.9%

11.3%VolatilityLower is calmer16.9%

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

6–0FDV 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 FCTE: Top 5 Holdings

Today

FDV

18.0%in top 5

FCTE

in top 527.3%

FDVStockFCTE

not top 5GWW5.7%

not top 5GRMN5.6%

not top 5EBAY5.4%

not top 5MNST5.4%

not top 5GOOGL5.4%

4.3%PAYXnot top 5

3.6%PNCnot top 5

3.4%USBnot top 5

3.4%WECnot top 5

3.3%PEPnot top 5

Held in common0.0%

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

FDV vs FCTE Returns, Every Period

Federated HermesFDV

+24.8%

past year

FCTESMI Funds

+14.8%

past year

FDVFCTEFaded: behind in that period

2–0FDV 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%

$1.1BAssets$120B

3–1SCHD wins

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

Cost, Income and Risk

Fees: FDV, FCTE, SCHD, DGRO

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

DGRO0.08%$8

FDV0.61%$61

FCTE0.85%$85

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

Yields: FDV, FCTE, SCHD, DGRO

3.00%highest, SCHD

FundTrailing yieldYield$10k

SCHD3.00%$300

FDV2.87%$287

DGRO1.87%$187

FCTE0.08%$8

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

DGRO$187 − $8 = $179

FCTE$8 − $85 = −$77

KeptFee

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

Overlap: FDV, FCTE, SCHD, DGRO

Today

21.7%most shared, FDV and SCHD

FDVFCTESCHDDGRO

FDV—0.0%21.7%19.7%

FCTE0.0%—4.3%5.3%

SCHD21.7%4.3%—21.3%

DGRO19.7%5.3%21.3%—

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

Return vs Bumpiness: 4 ETFs

+37.0%SCHD, at 11.7% volatility

DGROWorst drop−6.5%10.2% vol

FDVWorst drop−7.4%11.3% vol

SCHDWorst drop−6.9%11.7% vol

FCTEWorst drop−12.9%16.9% 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 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

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

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