Compare · 3 funds side by side · dividends reinvested

RBLD, ELFY and FDV

RBLDFirst Trust×ELFYALPS×FDVFederated Hermes×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,359RBLD · best of the three

02 / 04

RBLD, ELFY and FDV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Federated Hermes U.S. Strategic Dividend ETFIncome · Dividend stocks0.61%2.85%+22.5%+25.8%+20.9%[…]−7.4%11.1%$1.0B1.3

First Trust Alerian U.S. NextGen Infrastructure ETFThematic · Infrastructure0.65%1.03%+14.9%+11.9%+22.1%+10.3%−8.7%14.6%$42M2.0

ALPS Electrification Infrastructure ETFThematic · Infrastructure0.50%1.16%+8.9%+4.9%[…][…]−18.8%21.8%$165M2.5

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

End-of-day Nov 3, 2026 · returns include dividends · since: RBLD 2008 · ELFY 2025 · FDV 2022

Head to Head

Swap sides Versus in desk

Head to Head

ALPS Electrification Infrastructure ETF · $165M[…]

ELFY

FDV

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

$10,000 five years ago, dividends reinvested · they hold 7.9% in common

ELFYMeasureFDV

+8.9%Year to dateJan 1 → Nov 3+22.5%

+4.9%1 yearTotal return+25.8%

[…]3 years · per year$10,000 became […] · $17,682+20.9%

[…]5 years · per year[…]

0.50%Expense ratio$50 · $61 a year on $10k · lower is better0.61%

1.16%Trailing 12-mo yield$116 · $285 a year on $10k2.85%

−18.8%Worst dropSmaller is better−7.4%

21.8%VolatilityLower is calmer11.1%

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

1–5FDV wins

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

More Ways to See the Pairs

ELFY vs FDV: Top 5 Holdings

Today

ELFY

5.3%in top 5

FDV

in top 517.6%

ELFYStockFDV

not top 5PAYX4.0%

not top 5PNC3.7%

not top 5USB3.4%

not top 5WEC3.3%

not top 5CVX3.2%

1.1%TRMBnot top 5

1.1%BKHnot top 5

1.1%Jnot top 5

1.1%LNGnot top 5

1.1%NXTnot top 5

Held in common7.9%

End-of-day Nov 3, 2026 · share of each fund

ELFY vs FDV Returns, Every Period

ALPSELFY

+4.9%

past year

FDVFederated Hermes

+25.8%

past year

ELFYFDVFaded: behind in that period

0–2FDV wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

Thematic vs Income: ELFY vs FDV

YTD

ALPSELFY

+8.9%

FDVFederated Hermes

+22.5%

+8.9%Year to date+22.5%

−18.8%Worst drop · 1Y−7.4%

21.8%Volatility · 1Y11.1%

1.2%Yield2.9%

$165MAssets$1.0B

4–0FDV wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: RBLD, ELFY, FDV

Today

0.50%lowest, ELFY

FundExpense ratioFee$10k

ELFY0.50%$50

FDV0.61%$61

RBLD0.65%$65

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: RBLD, ELFY, FDV

2.85%highest, FDV

FundTrailing yieldYield$10k

FDV2.85%$285

ELFY1.16%$116

RBLD1.03%$103

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$224most kept, FDV

FDV$285 − $61 = $224

ELFY$116 − $50 = $66

RBLD$103 − $65 = $38

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: RBLD, ELFY, FDV

Today

44.6%most shared, RBLD and ELFY

RBLDELFYFDV

RBLD—44.6%11.4%

ELFY44.6%—7.9%

FDV11.4%7.9%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+25.8%FDV, at 11.1% volatility

FDVWorst drop−7.4%11.1% vol

RBLDWorst drop−8.7%14.6% vol

ELFYWorst drop−18.8%21.8% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

FDVRBLD

+22.5%Year to date+14.9%

2.9%Yield1.0%

+25.8%Past year+11.9%

0.61%Fee0.65%

4–0FDV wins

End-of-day Nov 3, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026