ELFY vs FDV

AELFY

BFDV

Measures won1–3FDV wins · of 6 · 5Y

$10,000 · 5Y$34,950SMH · VIG $16,243

Lowest cost0.04%VIG · $4 on $10k

Most income2.87%FDV · $287 on $10k

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

Held in common8.5%ELFY and FDV

ELFY

FDV

ALPS Electrification Infrastructure ETF · $152MFederated Hermes U.S. Strategic Dividend ETF · $1.1B

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

[…]5 years · per year[…]

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

1.23%12-mo yield$123 · $287 on $10k2.87%

−22.4%Worst dropSmaller wins−7.4%

22.4%VolatilityLower wins11.3%

1–3FDV wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsELFY · FDV

1.1%WEC3.4%

1.1%EVRG1.9%

1.1%NEE2.4%

1.1%SO1.3%

Held in common8.5%

End-of-day Nov 6, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Four

5Y4 funds

#
1	SMH	VanEck Semiconductor ETFRead Desk	0.35%	0.24%	+3.6%	+28.8%	+29.5%	+48.9%	+28.4%	−33.1%	$57.7B
2	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.50%	−0.4%	+12.1%	+14.3%	+18.6%	+10.2%	−7.9%	$109.1B
3	AELFY	ALPS Electrification Infrastructure ETFRead Desk	0.50%	1.23%	+1.4%	+2.3%	−1.4%	new	new	−22.4%	$152M
4	BFDV	Federated Hermes U.S. Strategic Dividend ETFRead Desk	0.61%	2.87%	−1.0%	+21.6%	+24.8%	+19.8%	new	−7.4%	$1.1B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Four

5Y4 funds

#
1	SMH	VanEck Semiconductor ETFRead Desk	0.35%	0.24%	+3.6%	+28.8%	+29.5%	+48.9%	+28.4%	−33.1%	$57.7B
2	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.50%	−0.4%	+12.1%	+14.3%	+18.6%	+10.2%	−7.9%	$109.1B
3	AELFY	ALPS Electrification Infrastructure ETFRead Desk	0.50%	1.23%	+1.4%	+2.3%	−1.4%	new	new	−22.4%	$152M
4	BFDV	Federated Hermes U.S. Strategic Dividend ETFRead Desk	0.61%	2.87%	−1.0%	+21.6%	+24.8%	+19.8%	new	−7.4%	$1.1B

End-of-day Nov 6, 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

Yield1.23%2.87%

5 years, per year[…][…]

3 years, per year[…]+19.8%

Worst drop · 1Y−22.4%−7.4%

Volatility · 1Y22.4%11.3%

3–1measures won
FDV first

8.5%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

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

SOXX vs SMH

YTD

iSharesSOXX

+36.2%

SMHVanEck

+28.8%

+36.2%Year to date+28.8%

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

$37.6BAssets$57.7B

2–0SOXX 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%

$44.9BAssets$109B

2–0DGRO wins

End-of-day Nov 6, 2026

Overlap: ELFY, FDV, SMH, VIG

Today

10.3%most shared, SMH and VIG

ELFYFDVSMHVIG

ELFY—8.5%0.0%5.3%

FDV8.5%—0.0%10.3%

SMH0.0%0.0%—10.3%

VIG5.3%10.3%10.3%—

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

Income After Fees on $10,000

$226most kept, FDV

FDV$287 − $61 = $226

VIG$150 − $4 = $146

ELFY$123 − $50 = $73

SMH$24 − $35 = −$11

KeptFee

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