Compare · 3 funds side by side · dividends reinvested

FDV, IVV and SPY

FDVFederated Hermes×IVViShares×SPYSPDR×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,151IVV · best of the three

02 / 04

FDV, IVV and SPY, 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%$1.1B1.6

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.14%+8.4%+9.7%+22.1%+11.4%−8.9%13.6%$850B1.9

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.03%+8.3%+9.7%+22.0%+11.3%−8.9%13.6%$819B2.4

Rank among the three1st → 3rdFee, 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 · IVV 2000 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

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

FDV

IVV

iShares Core S&P 500 ETF · $850B$17,151

$10,000 five years ago, dividends reinvested · they hold 8.3% in common

FDVMeasureIVV

+22.8%Year to dateJan 1 → Nov 5+8.4%

+26.9%1 yearTotal return+9.7%

+20.3%3 years · per year$10,000 became $17,400 · $18,221+22.1%

[…]5 years · per year$10,000 became […] · $17,151+11.4%

0.61%Expense ratio$61 · $3 a year on $10k · lower is better0.03%

2.84%Trailing 12-mo yield$284 · $114 a year on $10k1.14%

−7.4%Worst dropSmaller is better−8.9%

11.3%VolatilityLower is calmer13.6%

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

5–2FDV 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 IVV: Top 5 Holdings

Today

FDV

17.9%in top 5

IVV

in top 527.7%

FDVStockIVV

not top 5AAPL7.7%

not top 5NVDA7.3%

not top 5MSFT6.2%

4.2%PAYXnot top 5

not top 5AMZN3.9%

3.7%PNCnot top 5

3.4%USBnot top 5

3.3%WECnot top 5

3.2%PEPnot top 5

not top 5GOOGL2.6%

Held in common8.3%

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

FDV vs IVV Returns, Every Period

Federated HermesFDV

+26.9%

past year

IVViShares

+9.7%

past year

FDVIVVFaded: behind in that period

2–1FDV wins

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

Income vs Core: FDV vs IVV

YTD

Federated HermesFDV

+22.8%

IVViShares

+8.4%

+22.8%Year to date+8.4%

−7.4%Worst drop · 1Y−8.9%

11.3%Volatility · 1Y13.6%

2.8%Yield1.1%

$1.1BAssets$850B

4–0FDV wins

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

Cost, Income and Risk

Fees: FDV, IVV, SPY

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

SPY0.09%$9

FDV0.61%$61

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

Yields: FDV, IVV, SPY

2.84%highest, FDV

FundTrailing yieldYield$10k

FDV2.84%$284

IVV1.14%$114

SPY1.03%$103

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

Income After Fees on $10,000

$223most kept, FDV

FDV$284 − $61 = $223

IVV$114 − $3 = $111

SPY$103 − $9 = $94

KeptFee

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

Overlap: FDV, IVV, SPY

Today

99.9%most shared, IVV and SPY

FDVIVVSPY

FDV—8.3%8.3%

IVV8.3%—99.9%

SPY8.3%99.9%—

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

Return vs Bumpiness: 3 ETFs

+26.9%FDV, at 11.3% volatility

FDVWorst drop−7.4%11.3% vol

SPYWorst drop−8.9%13.6% vol

IVVWorst drop−8.9%13.6% vol

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

Paid More vs Made More

YTD

FDVIVV

+22.8%Year to date+8.4%

2.8%Yield1.1%

+26.9%Past year+9.7%

0.61%Fee0.03%

3–1FDV wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026

VOO vs IVV

YTD

VanguardVOO

+8.4%

IVViShares

+8.4%

+8.4%Year to date+8.4%

1.1%Yield1.1%

$1.00TAssets$850B

0–0level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026