Compare · 4 funds side by side · dividends reinvested

FDV, SDOG, DGRO and SCHD

FDVFederated Hermes×SDOGALPS×DGROiShares×SCHDSchwab×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,131DGRO · best of the four

02 / 04

FDV, SDOG, DGRO and SCHD, 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%$122B2.0

ALPS Sector Dividend Dogs ETFIncome · Dividend stocks0.36%3.36%+24.0%+29.4%+21.1%+11.0%−7.3%12.1%$1.4B2.3

iShares Core Dividend Growth ETFIncome · Dividend stocks0.08%1.84%+18.8%+22.9%+20.7%+11.4%−6.5%10.3%$45.5B2.4

Federated Hermes U.S. Strategic Dividend ETFIncome · Dividend stocks0.61%2.85%+22.6%+26.4%+19.2%[…]−7.4%11.3%$1.0B3.3

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 · SDOG 2012 · DGRO 2014 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

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

FDV

SDOG

ALPS Sector Dividend Dogs ETF · $1.4B$16,865

$10,000 five years ago, dividends reinvested · they hold 30.9% in common

FDVMeasureSDOG

+22.6%Year to dateJan 1 → Nov 9+24.0%

+26.4%1 yearTotal return+29.4%

+19.2%3 years · per year$10,000 became $16,920 · $17,756+21.1%

[…]5 years · per year$10,000 became […] · $16,865+11.0%

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

2.85%Trailing 12-mo yield$285 · $336 a year on $10k3.36%

−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 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

FDV vs SDOG: Top 5 Holdings

Today

FDV

17.9%in top 5

SDOG

in top 511.9%

FDVStockSDOG

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

not top 5ACN2.9%

not top 5ABBV2.3%

not top 5MO2.3%

not top 5BBY2.2%

not top 5OMC2.2%

Held in common30.9%

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

FDV vs SDOG Returns, Every Period

Federated HermesFDV

+26.4%

past year

SDOGALPS

+29.4%

past year

FDVSDOGFaded: behind in that period

0–3SDOG wins

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

FDV vs SDOG

YTD

Federated HermesFDV

+22.6%

SDOGALPS

+24.0%

+22.6%Year to date+24.0%

−7.4%Worst drop · 1Y−7.3%

11.3%Volatility · 1Y12.1%

2.8%Yield3.4%

$1.0BAssets$1.4B

3–1SDOG wins

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

Cost, Income and Risk

Fees: FDV, SDOG, DGRO, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

DGRO0.08%$8

SDOG0.36%$36

FDV0.61%$61

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

Yields: FDV, SDOG, DGRO, SCHD

3.36%highest, SDOG

FundTrailing yieldYield$10k

SDOG3.36%$336

SCHD2.96%$296

FDV2.85%$285

DGRO1.84%$184

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

Income After Fees on $10,000

$300most kept, SDOG

SDOG$336 − $36 = $300

SCHD$296 − $6 = $290

FDV$285 − $61 = $224

DGRO$184 − $8 = $176

KeptFee

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

Overlap: FDV, SDOG, DGRO, SCHD

Today

33.1%most shared, SDOG and SCHD

FDVSDOGDGROSCHD

FDV—30.9%19.7%21.7%

SDOG30.9%—8.1%33.1%

DGRO19.7%8.1%—21.3%

SCHD21.7%33.1%21.3%—

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

Return vs Bumpiness: 4 ETFs

+39.1%SCHD, at 11.8% volatility

DGROWorst drop−6.5%10.3% vol

FDVWorst drop−7.4%11.3% vol

SCHDWorst drop−6.9%11.8% vol

SDOGWorst drop−7.3%12.1% vol

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

Paid More vs Made More

YTD

SDOGSCHD

+24.0%Year to date+33.2%

3.4%Yield3.0%

+29.4%Past year+39.1%

0.36%Fee0.06%

3–1SCHD wins

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%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

DGRO vs VIG

YTD

iSharesDGRO

+18.8%

VIGVanguard

+14.8%

+18.8%Year to date+14.8%

1.8%Yield1.5%

$45.5BAssets$109B

2–0DGRO 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