ELFY vs FDV

AELFY

BFDV

Measures won1–3FDV wins · of 6 · 5Y

$10,000 · 5Y$38,820SMH

Lowest cost0.35%SMH · $35 on $10k

Most income2.81%FDV · $281 on $10k

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

Held in common7.7%ELFY and FDV

ELFY

FDV

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

[…]3 years · per year[…] · $17,750+21.1%

[…]5 years · per year[…]

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

1.19%12-mo yield$119 · $281 on $10k2.81%

−18.8%Worst dropSmaller wins−7.4%

22.0%VolatilityLower wins11.2%

1–3FDV wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsELFY · FDV

1.0%WEC3.3%

1.0%SO1.3%

1.0%EVRG1.9%

1.0%PPL2.4%

Held in common7.7%

End-of-day Nov 4, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	SMH	VanEck Semiconductor ETFRead Desk	0.35%	0.22%	−2.7%	+40.0%	+38.2%	+54.7%	+31.2%	−24.6%	$65.8B
2	AELFY	ALPS Electrification Infrastructure ETFRead Desk	0.50%	1.19%	−3.0%	+5.7%	+1.9%	new	new	−18.8%	$165M
3	BFDV	Federated Hermes U.S. Strategic Dividend ETFRead Desk	0.61%	2.81%	+1.6%	+24.5%	+28.3%	+21.1%	new	−7.4%	$1.0B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	SMH	VanEck Semiconductor ETFRead Desk	0.35%	0.22%	−2.7%	+40.0%	+38.2%	+54.7%	+31.2%	−24.6%	$65.8B
2	AELFY	ALPS Electrification Infrastructure ETFRead Desk	0.50%	1.19%	−3.0%	+5.7%	+1.9%	new	new	−18.8%	$165M
3	BFDV	Federated Hermes U.S. Strategic Dividend ETFRead Desk	0.61%	2.81%	+1.6%	+24.5%	+28.3%	+21.1%	new	−7.4%	$1.0B

End-of-day Nov 4, 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

Yield1.19%2.81%

5 years, per year[…][…]

3 years, per year[…]+21.1%

Worst drop · 1Y−18.8%−7.4%

Volatility · 1Y22.0%11.2%

3–1measures won
FDV first

7.7%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SOXX vs SMH

YTD

iSharesSOXX

+49.8%

SMHVanEck

+40.0%

+49.8%Year to date+40.0%

0.33% · $33Fee · on $10k a year0.35% · $35

$44.3BAssets$65.8B

2–0SOXX wins

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

Overlap: ELFY, FDV, SMH

Today

7.7%most shared, ELFY and FDV

ELFYFDVSMH

ELFY—7.7%0.0%

FDV7.7%—0.0%

SMH0.0%0.0%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$220most kept, FDV

FDV$281 − $61 = $220

ELFY$119 − $50 = $69

SMH$22 − $35 = −$13

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee