FDV vs BGIG

AFDV

BBGIG

Measures won2–3BGIG wins · of 6 · 5Y

$10,000 · 5Y[…]no history on file

Lowest cost0.45%BGIG · $45 on $10k

Most income2.84%FDV · $284 on $10k

Smallest drop−6.1%BGIG · worst fall in 1Y

Held in common26.1%FDV and BGIG

FDV

BGIG

Federated Hermes U.S. Strategic Dividend ETF · $1.1BBahl & Gaynor Income Growth ETF · $2.3B

+20.3%3 years · per year$17,400 · $16,667+18.6%

[…]5 years · per year[…]

0.61%Expense ratio$61 · $45 on $10k · lower wins0.45%

2.84%12-mo yield$284 · $172 on $10k1.72%

−7.4%Worst dropSmaller wins−6.1%

11.3%VolatilityLower wins9.5%

2–3BGIG wins

$10,000 · 5 yearsOne scale

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

Shared top holdingsFDV · BGIG

3.7%PNC3.7%

3.0%CVX3.8%

2.8%ABBV4.5%

2.5%CME2.2%

Held in common26.1%

End-of-day Nov 5, 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	AFDV	Federated Hermes U.S. Strategic Dividend ETFRead Desk		0.61%	2.84%	−1.3%	+22.8%	+26.9%	+20.3%	new	−7.4%	$1.1B
2	BBGIG	Bahl & Gaynor Income Growth ETFRead Desk		0.45%	1.72%	−3.4%	+13.6%	+16.3%	+18.6%	new	−6.1%	$2.3B

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

Both

5Y2 funds

#			Trend							5Y/yr
1	AFDV	Federated Hermes U.S. Strategic Dividend ETFRead Desk		0.61%	2.84%	−1.3%	+22.8%	+26.9%	+20.3%	new	−7.4%	$1.1B
2	BBGIG	Bahl & Gaynor Income Growth ETFRead Desk		0.45%	1.72%	−3.4%	+13.6%	+16.3%	+18.6%	new	−6.1%	$2.3B

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

Cards for this view

FDV vs BGIG

FDV

Federated Hermes U.S. Strategic Dividend

[…]

BGIG

Bahl & Gaynor Income Growth

[…]

MeasureFDVBGIG

Fee0.61%0.45%

Cost on $10k a year$61$45

Yield2.84%1.72%

5 years, per year[…][…]

3 years, per year+20.3%+18.6%

Worst drop · 1Y−7.4%−6.1%

Volatility · 1Y11.3%9.5%

3–2measures won
BGIG first

26.1%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: FDV, BGIG

Today

26.1%most shared, FDV and BGIG

FDVBGIG

FDV—26.1%

BGIG26.1%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$223most kept, FDV

FDV$284 − $61 = $223

BGIG$172 − $45 = $127

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee