Compare · 2 funds side by side · dividends reinvested

FDV and VUG

FDVFederated Hermes×VUGVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,565VUG · best of the two

02 / 04

FDV and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Federated Hermes U.S. Strategic Dividend ETFIncome · Dividend stocks0.61%2.85%+22.6%+26.4%+19.2%[…]−7.4%11.3%$1.0B1.3

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+4.2%+4.7%+22.9%+10.6%−15.1%19.1%$233B1.6

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

End-of-day Nov 9, 2026 · returns include dividends · since: FDV 2022 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

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

FDV

VUG

Vanguard Morningstar Growth ETF · $233B$16,565

$10,000 five years ago, dividends reinvested · they hold 0.2% in common

FDVMeasureVUG

+22.6%Year to dateJan 1 → Nov 9+4.2%

+26.4%1 yearTotal return+4.7%

+19.2%3 years · per year$10,000 became $16,920 · $18,569+22.9%

[…]5 years · per year$10,000 became […] · $16,565+10.6%

0.61%Expense ratio$61 · $3 a year on $10k · lower is better0.03%

2.85%Trailing 12-mo yield$285 · $41 a year on $10k0.41%

−7.4%Worst dropSmaller is better−15.1%

11.3%VolatilityLower is calmer19.1%

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

5–2FDV 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 VUG: Top 5 Holdings

Today

FDV

17.9%in top 5

VUG

in top 545.2%

FDVStockVUG

not top 5NVDA13.5%

not top 5AAPL12.5%

not top 5MSFT9.7%

not top 5GOOGL5.2%

not top 5AVGO4.3%

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

Held in common0.2%

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

FDV vs VUG Returns, Every Period

Federated HermesFDV

+26.4%

past year

VUGVanguard

+4.7%

past year

FDVVUGFaded: behind in that period

2–1FDV wins

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

Income vs Stocks: FDV vs VUG

YTD

Federated HermesFDV

+22.6%

VUGVanguard

+4.2%

+22.6%Year to date+4.2%

−7.4%Worst drop · 1Y−15.1%

11.3%Volatility · 1Y19.1%

2.8%Yield0.4%

$1.0BAssets$233B

4–0FDV wins

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

Cost, Income and Risk

Fees: FDV, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

FDV0.61%$61

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

Yields: FDV, VUG

2.85%highest, FDV

FundTrailing yieldYield$10k

FDV2.85%$285

VUG0.41%$41

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

Income After Fees on $10,000

$224most kept, FDV

FDV$285 − $61 = $224

VUG$41 − $3 = $38

KeptFee

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

Overlap: FDV, VUG

Today

0.2%most shared, FDV and VUG

FDVVUG

FDV—0.2%

VUG0.2%—

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

Return vs Bumpiness: 2 ETFs

+26.4%FDV, at 11.3% volatility

FDVWorst drop−7.4%11.3% vol

VUGWorst drop−15.1%19.1% vol

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

Paid More vs Made More

YTD

FDVVUG

+22.6%Year to date+4.2%

2.8%Yield0.4%

+26.4%Past year+4.7%

0.61%Fee0.03%

3–1FDV wins

End-of-day Nov 9, 2026

Popular Pairs Near These Two

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$59.7B

1–1level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD 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