FDV vs CGDV

AFDV

BCGDV

Measures won3–2FDV wins · of 6 · 5Y

$10,000 · 5Y$16,638VIG · SCHD $16,459

Lowest cost0.04%VIG · $4 on $10k

Most income2.96%SCHD · $296 on $10k

Smallest drop−6.9%SCHD · worst fall in 1Y

Held in common12.8%FDV and CGDV

FDV

CGDV

Federated Hermes U.S. Strategic Dividend ETF · $1.0BCapital Group Dividend Value ETF · $37.8B

+19.2%3 years · per year$16,920 · $18,934+23.7%

[…]5 years · per year[…]

0.61%Expense ratio$61 · $33 on $10k · lower wins0.33%

2.85%12-mo yield$285 · $124 on $10k1.24%

−7.4%Worst dropSmaller wins−9.7%

11.3%VolatilityLower wins13.5%

3–2FDV wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsFDV · CGDV

2.8%ABBV1.9%

2.3%PM1.6%

2.5%0Y6X.L1.4%

1.3%XOM1.1%

Held in common12.8%

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	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.46%	+2.4%	+14.8%	+17.6%	+18.8%	+10.7%	−7.9%	$109.1B
2	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.96%	+1.4%	+33.2%	+39.1%	+19.6%	+10.5%	−6.9%	$121.7B
3	AFDV	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
4	BCGDV	Capital Group Dividend Value ETFRead Desk	0.33%	1.24%	+2.3%	+12.1%	+16.1%	+23.7%	new	−9.7%	$37.8B

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	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.46%	+2.4%	+14.8%	+17.6%	+18.8%	+10.7%	−7.9%	$109.1B
2	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.96%	+1.4%	+33.2%	+39.1%	+19.6%	+10.5%	−6.9%	$121.7B
3	AFDV	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
4	BCGDV	Capital Group Dividend Value ETFRead Desk	0.33%	1.24%	+2.3%	+12.1%	+16.1%	+23.7%	new	−9.7%	$37.8B

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

FDV vs CGDV

FDV

Federated Hermes U.S. Strategic Dividend

[…]

CGDV

Capital Group Dividend Value

[…]

MeasureFDVCGDV

Fee0.61%0.33%

Cost on $10k a year$61$33

Yield2.85%1.24%

5 years, per year[…][…]

3 years, per year+19.2%+23.7%

Worst drop · 1Y−7.4%−9.7%

Volatility · 1Y11.3%13.5%

3–2measures won
FDV first

12.8%

holdings shared

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

DGRO vs VIG

YTD

iSharesDGRO

+18.8%

VIGVanguard

+14.8%

+18.8%Year to date+14.8%

1.8%Yield1.5%

$45.5BAssets$109B

2–0DGRO 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

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

Overlap: FDV, CGDV, SCHD, VIG

Today

29.4%most shared, CGDV and VIG

FDVCGDVSCHDVIG

FDV—12.8%21.7%10.3%

CGDV12.8%—5.8%29.4%

SCHD21.7%5.8%—14.5%

VIG10.3%29.4%14.5%—

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

Income After Fees on $10,000

$290most kept, SCHD

SCHD$296 − $6 = $290

FDV$285 − $61 = $224

VIG$146 − $4 = $142

CGDV$124 − $33 = $91

KeptFee

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