Compare · 4 funds side by side · dividends reinvested

FDV, SCHD, SMH and VYM

FDVFederated Hermes×SCHDSchwab×SMHVanEck×VYMVanguard×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$36,298SMH · best of the four

02 / 04

FDV, SCHD, SMH and VYM, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.96%+33.2%+39.1%+19.6%+10.5%−6.9%11.8%$120B2.3

Vanguard High Dividend Yield ETFIncome · Dividend stocks0.04%2.26%+15.4%+19.5%+19.7%+11.5%−6.7%10.8%$78.9B2.3

VanEck Semiconductor ETFThematic · AI & semis0.35%0.23%+35.3%+39.3%+50.1%+29.4%−33.1%43.1%$60.7B2.4

Federated Hermes U.S. Strategic Dividend ETFIncome · Dividend stocks0.61%2.85%+22.6%+26.4%+19.2%[…]−7.4%11.3%$1.0B3.0

Rank among the four1st → 4thFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 9, 2026 · returns include dividends · since: FDV 2022 · SCHD 2011 · SMH 2011 · VYM 2006

Head to Head

Swap sides Versus in desk

Head to Head

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

FDV

SCHD

Schwab U.S. Dividend Equity ETF · $120B$16,459

$10,000 five years ago, dividends reinvested · they hold 21.7% in common

FDVMeasureSCHD

+22.6%Year to dateJan 1 → Nov 9+33.2%

+26.4%1 yearTotal return+39.1%

+19.2%3 years · per year$10,000 became $16,920 · $17,123+19.6%

[…]5 years · per year$10,000 became […] · $16,459+10.5%

0.61%Expense ratio$61 · $6 a year on $10k · lower is better0.06%

2.85%Trailing 12-mo yield$285 · $296 a year on $10k2.96%

−7.4%Worst dropSmaller is better−6.9%

11.3%VolatilityLower is calmer11.8%

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

1–6SCHD 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 SCHD: Top 5 Holdings

Today

FDV

17.9%in top 5

SCHD

in top 521.4%

FDVStockSCHD

not top 5PG4.4%

not top 5TXN4.3%

not top 5KO4.3%

not top 5HD4.3%

4.2%PAYXnot top 5

not top 5AMGN4.1%

3.7%PNCnot top 5

3.4%USBnot top 5

3.3%WECnot top 5

3.3%PEPnot top 5

Held in common21.7%

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

FDV vs SCHD Returns, Every Period

Federated HermesFDV

+26.4%

past year

SCHDSchwab

+39.1%

past year

FDVSCHDFaded: behind in that period

0–3SCHD wins

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

FDV vs SCHD

YTD

Federated HermesFDV

+22.6%

SCHDSchwab

+33.2%

+22.6%Year to date+33.2%

−7.4%Worst drop · 1Y−6.9%

11.3%Volatility · 1Y11.8%

2.8%Yield3.0%

$1.0BAssets$120B

3–1SCHD wins

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

Cost, Income and Risk

Fees: FDV, SCHD, SMH, VYM

Today

0.04%lowest, VYM

FundExpense ratioFee$10k

VYM0.04%$4

SCHD0.06%$6

SMH0.35%$35

FDV0.61%$61

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

Yields: FDV, SCHD, SMH, VYM

2.96%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.96%$296

FDV2.85%$285

VYM2.26%$226

SMH0.23%$23

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

Income After Fees on $10,000

$290most kept, SCHD

SCHD$296 − $6 = $290

FDV$285 − $61 = $224

VYM$226 − $4 = $222

SMH$23 − $35 = −$12

KeptFee

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

Overlap: FDV, SCHD, SMH, VYM

Today

21.9%most shared, SCHD and VYM

FDVSCHDSMHVYM

FDV—21.7%0.0%18.1%

SCHD21.7%—8.2%21.9%

SMH0.0%8.2%—8.9%

VYM18.1%21.9%8.9%—

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

Return vs Bumpiness: 4 ETFs

+39.3%SMH, at 43.1% volatility

VYMWorst drop−6.7%10.8% vol

FDVWorst drop−7.4%11.3% vol

SCHDWorst drop−6.9%11.8% vol

SMHWorst drop−33.1%43.1% vol

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

Paid More vs Made More

YTD

SCHDSMH

+33.2%Year to date+35.3%

3.0%Yield0.2%

+39.1%Past year+39.3%

0.06%Fee0.35%

2–2level

End-of-day Nov 9, 2026

Popular Pairs Near These Four

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

SOXX vs SMH

YTD

iSharesSOXX

+46.5%

SMHVanEck

+35.3%

+46.5%Year to date+35.3%

0.33% · $33Fee · on $10k a year0.35% · $35

$39.1BAssets$60.7B

2–0SOXX 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