Compare · 2 funds side by side · dividends reinvested

FDV and SPY

FDVFederated Hermes×SPYSPDR×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$18,060SPY · best of the two

02 / 04

FDV and SPY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Federated Hermes U.S. Strategic Dividend ETFIncome · Dividend stocks0.61%2.81%+24.5%+28.3%+21.1%[…]−7.4%11.2%$1.1B1.3

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%0.99%+13.3%+13.4%+24.1%+12.6%−8.9%12.9%$805B1.6

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

End-of-day Nov 4, 2026 · returns include dividends · since: FDV 2022 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

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

FDV

SPY

State Street SPDR S&P 500 ETF · $805B$18,060

$10,000 five years ago, dividends reinvested · they hold 9.2% in common

FDVMeasureSPY

+24.5%Year to dateJan 1 → Nov 4+13.3%

+28.3%1 yearTotal return+13.4%

+21.1%3 years · per year$10,000 became $17,750 · $19,132+24.1%

[…]5 years · per year$10,000 became […] · $18,060+12.6%

0.61%Expense ratio$61 · $9 a year on $10k · lower is better0.09%

2.81%Trailing 12-mo yield$281 · $99 a year on $10k0.99%

−7.4%Worst dropSmaller is better−8.9%

11.2%VolatilityLower is calmer12.9%

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

5–2FDV wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

FDV vs SPY: Top 5 Holdings

Today

FDV

17.6%in top 5

SPY

in top 527.3%

FDVStockSPY

not top 5NVDA7.7%

not top 5AAPL7.4%

not top 5MSFT5.9%

4.0%PAYXnot top 5

not top 5AMZN3.8%

3.7%PNCnot top 5

3.4%USBnot top 5

3.3%WECnot top 5

3.2%CVXnot top 5

not top 5GOOGL2.5%

Held in common9.2%

End-of-day Nov 4, 2026 · share of each fund

FDV vs SPY Returns, Every Period

Federated HermesFDV

+28.3%

past year

SPYSPDR

+13.4%

past year

FDVSPYFaded: behind in that period

2–1FDV wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

Income vs Core: FDV vs SPY

YTD

Federated HermesFDV

+24.5%

SPYSPDR

+13.3%

+24.5%Year to date+13.3%

−7.4%Worst drop · 1Y−8.9%

11.2%Volatility · 1Y12.9%

2.8%Yield1.0%

$1.1BAssets$805B

4–0FDV wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: FDV, SPY

Today

0.09%lowest, SPY

FundExpense ratioFee$10k

SPY0.09%$9

FDV0.61%$61

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: FDV, SPY

2.81%highest, FDV

FundTrailing yieldYield$10k

FDV2.81%$281

SPY0.99%$99

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$220most kept, FDV

FDV$281 − $61 = $220

SPY$99 − $9 = $90

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: FDV, SPY

Today

9.2%most shared, FDV and SPY

FDVSPY

FDV—9.2%

SPY9.2%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+28.3%FDV, at 11.2% volatility

FDVWorst drop−7.4%11.2% vol

SPYWorst drop−8.9%12.9% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

FDVSPY

+24.5%Year to date+13.3%

2.8%Yield1.0%

+28.3%Past year+13.4%

0.61%Fee0.09%

3–1FDV wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026