Compare · 3 funds side by side · dividends reinvested

FDV, SPYM and IVV

FDVFederated Hermes×SPYMSPDR×IVViShares×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,192SPYM · best of the three

02 / 04

FDV, SPYM and IVV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Federated Hermes U.S. Strategic Dividend ETFIncome · Dividend stocks0.61%2.87%+21.6%+24.8%+19.8%[…]−7.4%11.3%$1.0B1.6

State Street SPDR Portfolio S&P 500 ETFLow-Cost Core · S&P 5000.02%1.05%+8.8%+9.8%+21.8%+11.4%−8.9%13.6%$182B2.0

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.14%+8.7%+9.8%+21.8%+11.4%−8.9%13.6%$853B2.3

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 6, 2026 · returns include dividends · since: FDV 2022 · SPYM 2005 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

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

FDV

SPYM

State Street SPDR Portfolio S&P 500 ETF · $182B$17,192

$10,000 five years ago, dividends reinvested · they hold 8.5% in common

FDVMeasureSPYM

+21.6%Year to dateJan 1 → Nov 6+8.8%

+24.8%1 yearTotal return+9.8%

+19.8%3 years · per year$10,000 became $17,175 · $18,082+21.8%

[…]5 years · per year$10,000 became […] · $17,192+11.4%

0.61%Expense ratio$61 · $2 a year on $10k · lower is better0.02%

2.87%Trailing 12-mo yield$287 · $105 a year on $10k1.05%

−7.4%Worst dropSmaller is better−8.9%

11.3%VolatilityLower is calmer13.6%

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

5–2FDV wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

FDV vs SPYM: Top 5 Holdings

Today

FDV

18.0%in top 5

SPYM

in top 527.8%

FDVStockSPYM

not top 5AAPL7.9%

not top 5NVDA6.9%

not top 5MSFT6.3%

4.3%PAYXnot top 5

not top 5AMZN4.0%

3.6%PNCnot top 5

3.4%USBnot top 5

3.4%WECnot top 5

3.3%PEPnot top 5

not top 5GOOGL2.6%

Held in common8.5%

End-of-day Nov 6, 2026 · share of each fund

FDV vs SPYM Returns, Every Period

Federated HermesFDV

+24.8%

past year

SPYMSPDR

+9.8%

past year

FDVSPYMFaded: behind in that period

2–1FDV wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

Income vs Core: FDV vs IVV

YTD

Federated HermesFDV

+21.6%

IVViShares

+8.7%

+21.6%Year to date+8.7%

−7.4%Worst drop · 1Y−8.9%

11.3%Volatility · 1Y13.6%

2.9%Yield1.1%

$1.0BAssets$853B

4–0FDV wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: FDV, SPYM, IVV

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

IVV0.03%$3

FDV0.61%$61

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: FDV, SPYM, IVV

2.87%highest, FDV

FundTrailing yieldYield$10k

FDV2.87%$287

IVV1.14%$114

SPYM1.05%$105

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$226most kept, FDV

FDV$287 − $61 = $226

IVV$114 − $3 = $111

SPYM$105 − $2 = $103

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: FDV, SPYM, IVV

Today

99.9%most shared, SPYM and IVV

FDVSPYMIVV

FDV—8.5%8.5%

SPYM8.5%—99.9%

IVV8.5%99.9%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+24.8%FDV, at 11.3% volatility

FDVWorst drop−7.4%11.3% vol

SPYMWorst drop−8.9%13.6% vol

IVVWorst drop−8.9%13.6% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

FDVSPYM

+21.6%Year to date+8.8%

2.9%Yield1.1%

+24.8%Past year+9.8%

0.61%Fee0.02%

3–1FDV wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

VOO vs IVV

YTD

VanguardVOO

+8.7%

IVViShares

+8.7%

+8.7%Year to date+8.7%

1.1%Yield1.1%

$1.00TAssets$853B

0–0level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026