ELFY vs FDV

AELFY

BFDV

Measures won1–3FDV wins · of 6 · 5Y

$10,000 · 5Y[…]no history on file

Lowest cost0.50%ELFY · $50 on $10k

Most income2.85%FDV · $285 on $10k

Smallest drop−7.4%FDV · worst fall in 1Y

Held in common7.9%ELFY and FDV

ELFY

FDV

ALPS Electrification Infrastructure ETF · $165MFederated Hermes U.S. Strategic Dividend ETF · $1.0B

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

[…]5 years · per year[…]

0.50%Expense ratio$50 · $61 on $10k · lower wins0.61%

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

−18.8%Worst dropSmaller wins−7.4%

21.8%VolatilityLower wins11.1%

1–3FDV wins

$10,000 · 5 yearsOne scale

No price history on file for these funds yet […]

Shared top holdingsELFY · FDV

1.0%WEC3.3%

1.0%SO1.3%

1.0%EVRG1.9%

1.0%PPL2.4%

Held in common7.9%

End-of-day Nov 3, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend							5Y/yr
1	AELFY	ALPS Electrification Infrastructure ETFRead Desk		0.50%	1.16%	+1.2%	+8.9%	+4.9%	new	new	−18.8%	$165M
2	BFDV	Federated Hermes U.S. Strategic Dividend ETFRead Desk		0.61%	2.85%	−1.3%	+22.5%	+25.8%	+20.9%	new	−7.4%	$1.0B

End-of-day Nov 3, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend							5Y/yr
1	AELFY	ALPS Electrification Infrastructure ETFRead Desk		0.50%	1.16%	+1.2%	+8.9%	+4.9%	new	new	−18.8%	$165M
2	BFDV	Federated Hermes U.S. Strategic Dividend ETFRead Desk		0.61%	2.85%	−1.3%	+22.5%	+25.8%	+20.9%	new	−7.4%	$1.0B

End-of-day Nov 3, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

ELFY vs FDV

ELFY

ALPS Electrification Infrastructure

[…]

FDV

Federated Hermes U.S. Strategic Dividend

[…]

MeasureELFYFDV

Fee0.50%0.61%

Cost on $10k a year$50$61

Yield1.16%2.85%

5 years, per year[…][…]

3 years, per year[…]+20.9%

Worst drop · 1Y−18.8%−7.4%

Volatility · 1Y21.8%11.1%

3–1measures won
FDV first

7.9%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

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

Overlap: ELFY, FDV

Today

7.9%most shared, ELFY and FDV

ELFYFDV

ELFY—7.9%

FDV7.9%—

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

Income After Fees on $10,000

$224most kept, FDV

FDV$285 − $61 = $224

ELFY$116 − $50 = $66

KeptFee

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