FDV vs DIVB

AFDV

BDIVB

Measures won2–3DIVB wins · of 6 · 5Y

$10,000 · 5Y$20,083DIVB

Lowest cost0.05%DIVB · $5 on $10k

Most income2.81%FDV · $281 on $10k

Smallest drop−6.8%DIVB · worst fall in 1Y

Held in common24.3%FDV and DIVB

FDV

DIVB

Federated Hermes U.S. Strategic Dividend ETF · $1.1BiShares Core Dividend ETF · $2.4B

+21.1%3 years · per year$17,750 · $21,867+29.8%

[…]5 years · per year[…] · $20,083+15.0%

0.61%Expense ratio$61 · $5 on $10k · lower wins0.05%

2.81%12-mo yield$281 · $205 on $10k2.05%

−7.4%Worst dropSmaller wins−6.8%

11.2%VolatilityLower wins13.3%

2–3DIVB wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsFDV · DIVB

4.0%PAYX2.2%

2.8%ABBV1.9%

3.2%CVX1.8%

2.2%PFE1.4%

Held in common24.3%

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	BDIVB	iShares Core Dividend ETFRead Desk	0.05%	2.05%	+2.3%	+38.6%	+43.4%	+29.8%	+15.0%	−6.8%	$2.4B
2	AFDV	Federated Hermes U.S. Strategic Dividend ETFRead Desk	0.61%	2.81%	+1.6%	+24.5%	+28.3%	+21.1%	new	−7.4%	$1.1B
3	FCTE	SMI 3Fourteen Full-Cycle Trend ETFRead Desk	0.85%	0.07%	−0.2%	+20.3%	+21.7%	new	new	−12.9%	$246M

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	BDIVB	iShares Core Dividend ETFRead Desk	0.05%	2.05%	+2.3%	+38.6%	+43.4%	+29.8%	+15.0%	−6.8%	$2.4B
2	AFDV	Federated Hermes U.S. Strategic Dividend ETFRead Desk	0.61%	2.81%	+1.6%	+24.5%	+28.3%	+21.1%	new	−7.4%	$1.1B
3	FCTE	SMI 3Fourteen Full-Cycle Trend ETFRead Desk	0.85%	0.07%	−0.2%	+20.3%	+21.7%	new	new	−12.9%	$246M

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

FDV vs DIVB

FDV

Federated Hermes U.S. Strategic Dividend

[…]

DIVB

iShares Core Dividend

$20,083

MeasureFDVDIVB

Fee0.61%0.05%

Cost on $10k a year$61$5

Yield2.81%2.05%

5 years, per year[…]+15.0%

3 years, per year+21.1%+29.8%

Worst drop · 1Y−7.4%−6.8%

Volatility · 1Y11.2%13.3%

3–2measures won
DIVB first

24.3%

holdings shared

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

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$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%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: FDV, DIVB, FCTE

Today

24.3%most shared, FDV and DIVB

FDVDIVBFCTE

FDV—24.3%0.0%

DIVB24.3%—2.0%

FCTE0.0%2.0%—

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

DIVB$205 − $5 = $200

FCTE$7 − $85 = −$78

KeptFee

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