Compare · 4 funds side by side · dividends reinvested

FDV, SDOG, CUT and JEPI

FDVFederated Hermes×SDOGALPS×CUTInvesco×JEPIJ.P. Morgan×

02 / 04

Search ETFs and stocks

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,917SDOG · best of the four

Story of the four · IncomeMost incomeJEPI · 7.84% · $784 a year on $10k

Story of the four · RiskSmallest drop

FDV, SDOG, CUT and JEPI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

ALPS Sector Dividend Dogs ETFIncome · Dividend stocks0.36%3.33%+25.1%+29.2%+21.1%+11.1%−7.3%12.1%$1.5B1.6

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.84%+8.6%+11.2%+11.1%+7.8%−6.7%9.0%$46.8B1.9

Federated Hermes U.S. Strategic Dividend ETFIncome · Dividend stocks0.61%2.84%+23.0%+25.3%+19.1%[…]−7.4%11.3%$1.0B2.4

Invesco MSCI Global Timber ETFSectors · Materials0.99%2.52%−2.2%+3.6%+0.5%−2.7%−19.6%18.7%$30M3.9

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

End-of-day Nov 11, 2026 · returns include dividends · since: FDV 2022 · SDOG 2012 · CUT 2007 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

5Y

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

FDV

More Ways to See the Pairs

FDV vs SDOG: Top 5 Holdings

Today

FDV

18.0%in top 5

SDOG

in top 512.0%

FDVStockSDOG

4.2%PAYXnot top 5

3.7%PNCnot top 5

3.5%USBnot top 5

3.3%WECnot top 5

3.3%PEPnot top 5

Cost, Income and Risk

Fees: FDV, SDOG, CUT, JEPI

Today

0.35%lowest, JEPI

FundExpense ratioFee$10k

JEPI0.35%$35

SDOG0.36%$36

FDV0.61%$61

CUT0.99%$99

End-of-day Nov 11, 2026 · fee on $10,000 a year

Popular Pairs Near These Four

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.1%

JEPIJ.P. Morgan

+8.6%

+8.1%Year to date+8.6%

12.2%Yield7.8%

$41.8BAssets$46.8B

1–1level

End-of-day Nov 11, 2026

SCHD vs VIG

YTD

SchwabSCHD

+34.6%

VIGVanguard

+16.0%

SPYM vs SPY

YTD

SPDRSPYM

+12.4%

SPYSPDR

+12.3%

SDOG

ALPS Sector Dividend Dogs ETF · $1.5B$16,917

$10,000 five years ago, dividends reinvested · they hold 30.8% in common

FDVMeasureSDOG

+23.0%Year to dateJan 1 → Nov 11+25.1%

+25.3%1 yearTotal return+29.2%

+19.1%3 years · per year$10,000 became $16,891 · $17,776+21.1%

[…]5 years · per year$10,000 became […] · $16,917+11.1%

0.61%Expense ratio$61 · $36 a year on $10k · lower is better0.36%

2.84%Trailing 12-mo yield$284 · $333 a year on $10k3.33%

−7.4%Worst dropSmaller is better−7.3%

11.3%VolatilityLower is calmer12.1%

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

1–6SDOG wins

End-of-day Nov 11, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5ACN2.8%

not top 5LMT2.3%

not top 5BBY2.3%

not top 5ABBV2.3%

not top 5OMC2.3%

Held in common30.8%

End-of-day Nov 11, 2026 · share of each fund

FDV vs SDOG Returns, Every Period

1Y

Federated HermesFDV

+25.3%

past year

SDOGALPS

+29.2%

past year

FDVSDOGFaded: behind in that period

0–3SDOG wins

End-of-day Nov 11, 2026 · dividends in · faded = behind in that period

FDV vs JEPI

YTD

Federated HermesFDV

+23.0%

JEPIJ.P. Morgan

+8.6%

+23.0%Year to date+8.6%

−7.4%Worst drop · 1Y−6.7%

11.3%Volatility · 1Y9.0%

2.8%Yield7.8%

$1.0BAssets$46.8B

3–1JEPI wins

End-of-day Nov 11, 2026 · smaller drop and lower volatility win

Yields: FDV, SDOG, CUT, JEPI

1Y

7.84%highest, JEPI

FundTrailing yieldYield$10k

JEPI7.84%$784

SDOG3.33%$333

FDV2.84%$284

CUT2.52%$252

End-of-day Nov 11, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$749most kept, JEPI

JEPI$784 − $35 = $749

SDOG$333 − $36 = $297

FDV$284 − $61 = $223

CUT$252 − $99 = $153

KeptFee

End-of-day Nov 11, 2026 · yield in dollars minus the fee

Overlap: FDV, SDOG, CUT, JEPI

Today

30.8%most shared, FDV and SDOG

FDVSDOGCUTJEPI

FDV—30.8%2.3%15.7%

SDOG30.8%—6.3%9.2%

CUT2.3%6.3%—0.0%

JEPI15.7%9.2%0.0%—

End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

1Y

+29.2%SDOG, at 12.1% volatility

JEPIWorst drop−6.7%9.0% vol

FDVWorst drop−7.4%11.3% vol

SDOGWorst drop−7.3%12.1% vol

CUTWorst drop−19.6%18.7% vol

End-of-day Nov 11, 2026 · up and left is better

Paid More vs Made More

YTD

JEPISDOG

+8.6%Year to date+25.1%

7.8%Yield3.3%

+11.2%Past year+29.2%

0.35%Fee0.36%

2–2level

End-of-day Nov 11, 2026

+34.6%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 11, 2026

+12.4%Year to date+12.3%

1.0%Yield1.0%

$183BAssets$793B

1–0SPYM wins

End-of-day Nov 11, 2026

Loading…

FDV, SDOG, CUT and JEPI

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Four