Compare · 3 funds side by side · dividends reinvested

FDV, USOY and DGRO

FDVFederated Hermes×USOYDefiance×DGROiShares×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,835DGRO · best of the three

02 / 04

FDV, USOY and DGRO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core Dividend Growth ETFIncome · Dividend stocks0.08%1.87%+16.6%+20.3%+20.7%+11.0%−6.5%10.2%$44.7B1.8

Federated Hermes U.S. Strategic Dividend ETFIncome · Dividend stocks0.61%2.87%+21.6%+24.8%+19.8%[…]−7.4%11.3%$1.0B2.0

Oil Enhanced Options Income ETFIncome · Dividend stocks1.12%53.52%+61.1%+60.0%[…][…]−25.5%39.0%$75M2.0

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 · USOY 2024 · DGRO 2014

Head to Head

Swap sides Versus in desk

Head to Head

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

FDV

USOY

Oil Enhanced Options Income ETF · $75M[…]

$10,000 five years ago, dividends reinvested

FDVMeasureUSOY

+21.6%Year to dateJan 1 → Nov 6+61.1%

+24.8%1 yearTotal return+60.0%

+19.8%3 years · per year$10,000 became $17,175 · […][…]

[…]5 years · per year[…]

0.61%Expense ratio$61 · $112 a year on $10k · lower is better1.12%

2.87%Trailing 12-mo yield$287 · $5,352 a year on $10k53.52%

−7.4%Worst dropSmaller is better−25.5%

11.3%VolatilityLower is calmer39.0%

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

3–3Level

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 USOY: Top 5 Holdings

Today

FDV

18.0%in top 5

USOY

in top 5[…]

FDVStockUSOY

4.3%PAYXnot top 5

3.6%PNCnot top 5

3.4%USBnot top 5

3.4%WECnot top 5

3.3%PEPnot top 5

Held in common[…]

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

FDV vs USOY Returns, Every Period

Federated HermesFDV

+24.8%

past year

USOYDefiance

+60.0%

past year

FDVUSOYFaded: behind in that period

0–2USOY wins

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

FDV vs USOY

YTD

Federated HermesFDV

+21.6%

USOYDefiance

+61.1%

+21.6%Year to date+61.1%

−7.4%Worst drop · 1Y−25.5%

11.3%Volatility · 1Y39.0%

2.9%Yield53.5%

$1.0BAssets$74.7M

2–2level

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

Cost, Income and Risk

Fees: FDV, USOY, DGRO

Today

0.08%lowest, DGRO

FundExpense ratioFee$10k

DGRO0.08%$8

FDV0.61%$61

USOY1.12%$112

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

Yields: FDV, USOY, DGRO

53.52%highest, USOY

FundTrailing yieldYield$10k

USOY53.52%$5,352

FDV2.87%$287

DGRO1.87%$187

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

Income After Fees on $10,000

$5,240most kept, USOY

USOY$5,352 − $112 = $5,240

FDV$287 − $61 = $226

DGRO$187 − $8 = $179

KeptFee

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

Overlap: FDV, USOY, DGRO

Today

19.7%most shared, FDV and DGRO

FDVUSOYDGRO

FDV—[…]19.7%

USOY[…]—[…]

DGRO19.7%[…]—

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

Return vs Bumpiness: 3 ETFs

+60.0%USOY, at 39.0% volatility

DGROWorst drop−6.5%10.2% vol

FDVWorst drop−7.4%11.3% vol

USOYWorst drop−25.5%39.0% vol

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

Paid More vs Made More

YTD

USOYFDV

+61.1%Year to date+21.6%

53.5%Yield2.9%

+60.0%Past year+24.8%

1.12%Fee0.61%

3–1USOY wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

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

DGRO vs VIG

YTD

iSharesDGRO

+16.6%

VIGVanguard

+12.1%

+16.6%Year to date+12.1%

1.9%Yield1.5%

$44.7BAssets$109B

2–0DGRO wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026