FDV vs ELFY

AFDV

BELFY

Measures won3–1FDV wins · of 6 · 5Y

$10,000 · 5Y$17,254VYM

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%FDV and ELFY

FDV

ELFY

Federated Hermes U.S. Strategic Dividend ETF · $1.0BALPS Electrification Infrastructure ETF · $160M

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

[…]5 years · per year[…]

0.61%Expense ratio$61 · $50 on $10k · lower wins0.50%

2.85%12-mo yield$285 · $118 on $10k1.18%

−7.4%Worst dropSmaller wins−22.4%

11.3%VolatilityLower wins22.7%

3–1FDV wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsFDV · ELFY

3.3%WEC1.1%

1.9%EVRG1.1%

2.4%NEE1.0%

1.3%SO1.0%

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 Three

5Y3 funds

#
1	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
2	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
3	BELFY	ALPS Electrification Infrastructure ETFRead Desk	0.50%	1.18%	+4.0%	+6.4%	+3.6%	new	new	−22.4%	$160M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	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
2	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
3	BELFY	ALPS Electrification Infrastructure ETFRead Desk	0.50%	1.18%	+4.0%	+6.4%	+3.6%	new	new	−22.4%	$160M

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 ELFY

FDV

Federated Hermes U.S. Strategic Dividend

[…]

ELFY

ALPS Electrification Infrastructure

[…]

MeasureFDVELFY

Fee0.61%0.50%

Cost on $10k a year$61$50

Yield2.85%1.18%

5 years, per year[…][…]

3 years, per year+19.2%[…]

Worst drop · 1Y−7.4%−22.4%

Volatility · 1Y11.3%22.7%

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

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, ELFY, VYM

Today

18.1%most shared, FDV and VYM

FDVELFYVYM

FDV—8.3%18.1%

ELFY8.3%—7.4%

VYM18.1%7.4%—

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

KeptFee

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