Compare · 2 funds side by side · dividends reinvested

FDV and IWF

FDVFederated Hermes×IWFiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$15,892IWF · best of the two

02 / 04

FDV and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Federated Hermes U.S. Strategic Dividend ETFIncome · Dividend stocks0.61%2.85%+22.6%+26.4%+19.2%[…]−7.4%11.3%$1.0B1.3

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.38%−2.5%−2.2%+19.8%+9.7%−14.6%19.5%$115B1.6

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

End-of-day Nov 9, 2026 · returns include dividends · since: FDV 2022 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

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

FDV

IWF

iShares Russell 1000 Growth ETF · $115B$15,892

$10,000 five years ago, dividends reinvested · they hold 1.1% in common

FDVMeasureIWF

+22.6%Year to dateJan 1 → Nov 9−2.5%

+26.4%1 yearTotal return−2.2%

+19.2%3 years · per year$10,000 became $16,920 · $17,207+19.8%

[…]5 years · per year$10,000 became […] · $15,892+9.7%

0.61%Expense ratio$61 · $18 a year on $10k · lower is better0.18%

2.85%Trailing 12-mo yield$285 · $38 a year on $10k0.38%

−7.4%Worst dropSmaller is better−14.6%

11.3%VolatilityLower is calmer19.5%

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

5–2FDV wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

FDV vs IWF: Top 5 Holdings

Today

FDV

17.9%in top 5

IWF

in top 539.7%

FDVStockIWF

not top 5NVDA14.3%

not top 5AAPL8.8%

not top 5MSFT6.5%

not top 5GOOGL5.5%

not top 5AVGO4.5%

4.2%PAYXnot top 5

3.7%PNCnot top 5

3.4%USBnot top 5

3.3%WECnot top 5

3.3%PEPnot top 5

Held in common1.1%

End-of-day Nov 9, 2026 · share of each fund

FDV vs IWF Returns, Every Period

Federated HermesFDV

+26.4%

past year

IWFiShares

−2.2%

past year

FDVIWFFaded: behind in that period

2–1FDV wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

Income vs Stocks: FDV vs IWF

YTD

Federated HermesFDV

+22.6%

IWFiShares

−2.5%

+22.6%Year to date−2.5%

−7.4%Worst drop · 1Y−14.6%

11.3%Volatility · 1Y19.5%

2.8%Yield0.4%

$1.0BAssets$115B

4–0FDV wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: FDV, IWF

Today

0.18%lowest, IWF

FundExpense ratioFee$10k

IWF0.18%$18

FDV0.61%$61

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: FDV, IWF

2.85%highest, FDV

FundTrailing yieldYield$10k

FDV2.85%$285

IWF0.38%$38

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$224most kept, FDV

FDV$285 − $61 = $224

IWF$38 − $18 = $20

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: FDV, IWF

Today

1.1%most shared, FDV and IWF

FDVIWF

FDV—1.1%

IWF1.1%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+26.4%FDV, at 11.3% volatility

FDVWorst drop−7.4%11.3% vol

IWFWorst drop−14.6%19.5% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

FDVIWF

+22.6%Year to date−2.5%

2.8%Yield0.4%

+26.4%Past year−2.2%

0.61%Fee0.18%

3–1FDV wins

End-of-day Nov 9, 2026

Popular Pairs Near These Two

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$59.7B

1–1level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026