ELFY vs FDV

AELFY

BFDV

Measures won1–3FDV wins · of 6 · 5Y

$10,000 · 5Y$36,298SMH · VYM $17,254

Lowest cost0.04%VYM · $4 on $10k

Most income2.85%FDV · $285 on $10k

Smallest drop−6.7%VYM · worst fall in 1Y

Held in common8.3%ELFY and FDV

ELFY

FDV

ALPS Electrification Infrastructure ETF · $160MFederated Hermes U.S. Strategic Dividend ETF · $1.0B

[…]3 years · per year[…] · $16,920+19.2%

[…]5 years · per year[…]

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

1.18%12-mo yield$118 · $285 on $10k2.85%

−22.4%Worst dropSmaller wins−7.4%

22.7%VolatilityLower wins11.3%

1–3FDV wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsELFY · FDV

1.1%WEC3.3%

1.1%EVRG1.9%

1.0%NEE2.4%

1.0%SO1.3%

Held in common8.3%

End-of-day Nov 9, 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%	0.23%	+5.1%	+35.3%	+39.3%	+50.1%	+29.4%	−33.1%	$60.7B
2	VYM	Vanguard High Dividend Yield ETFRead Desk	0.04%	2.26%	+2.3%	+15.4%	+19.5%	+19.7%	+11.5%	−6.7%	$78.9B
3	AELFY	ALPS Electrification Infrastructure ETFRead Desk	0.50%	1.18%	+4.0%	+6.4%	+3.6%	new	new	−22.4%	$160M
4	BFDV	Federated Hermes U.S. Strategic Dividend ETFRead Desk	0.61%	2.85%	+0.9%	+22.6%	+26.4%	+19.2%	new	−7.4%	$1.0B

End-of-day Nov 9, 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%	0.23%	+5.1%	+35.3%	+39.3%	+50.1%	+29.4%	−33.1%	$60.7B
2	VYM	Vanguard High Dividend Yield ETFRead Desk	0.04%	2.26%	+2.3%	+15.4%	+19.5%	+19.7%	+11.5%	−6.7%	$78.9B
3	AELFY	ALPS Electrification Infrastructure ETFRead Desk	0.50%	1.18%	+4.0%	+6.4%	+3.6%	new	new	−22.4%	$160M
4	BFDV	Federated Hermes U.S. Strategic Dividend ETFRead Desk	0.61%	2.85%	+0.9%	+22.6%	+26.4%	+19.2%	new	−7.4%	$1.0B

End-of-day Nov 9, 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

Yield1.18%2.85%

5 years, per year[…][…]

3 years, per year[…]+19.2%

Worst drop · 1Y−22.4%−7.4%

Volatility · 1Y22.7%11.3%

3–1measures won
FDV first

8.3%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

SOXX vs SMH

YTD

iSharesSOXX

+46.5%

SMHVanEck

+35.3%

+46.5%Year to date+35.3%

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

$37.5BAssets$60.7B

2–0SOXX 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

Overlap: ELFY, FDV, SMH, VYM

Today

18.1%most shared, FDV and VYM

ELFYFDVSMHVYM

ELFY—8.3%0.0%7.4%

FDV8.3%—0.0%18.1%

SMH0.0%0.0%—8.9%

VYM7.4%18.1%8.9%—

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

Income After Fees on $10,000

$224most kept, FDV

FDV$285 − $61 = $224

VYM$226 − $4 = $222

ELFY$118 − $50 = $68

SMH$23 − $35 = −$12

KeptFee

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