FDV vs FCTE

AFDV

BFCTE

Measures won4–0FDV wins · of 6 · 5Y

$10,000 · 5Y$17,027DGRO · SCHD $16,352

Lowest cost0.06%SCHD · $6 on $10k

Most income2.97%SCHD · $297 on $10k

Smallest drop−6.5%DGRO · worst fall in 1Y

Held in common0.0%FDV and FCTE

FDV

FCTE

Federated Hermes U.S. Strategic Dividend ETF · $1.0BSMI 3Fourteen Full-Cycle Trend ETF · $243M

+20.9%3 years · per year$17,682 · […][…]

[…]5 years · per year[…]

0.61%Expense ratio$61 · $85 on $10k · lower wins0.85%

2.85%12-mo yield$285 · $7 on $10k0.07%

−7.4%Worst dropSmaller wins−12.9%

11.1%VolatilityLower wins15.7%

4–0FDV wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsFDV · FCTE

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

End-of-day Nov 3, 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	DGRO	iShares Core Dividend Growth ETFRead Desk	0.08%	1.85%	−0.6%	+18.0%	+21.0%	+22.1%	+11.2%	−6.5%	$45.1B
2	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.97%	−1.0%	+32.8%	+37.6%	+21.2%	+10.3%	−6.9%	$121.5B
3	AFDV	Federated Hermes U.S. Strategic Dividend ETFRead Desk	0.61%	2.85%	−1.3%	+22.5%	+25.8%	+20.9%	new	−7.4%	$1.0B
4	BFCTE	SMI 3Fourteen Full-Cycle Trend ETFRead Desk	0.85%	0.07%	+1.4%	+20.6%	+21.6%	new	new	−12.9%	$243M

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

All Four

5Y4 funds

#
1	DGRO	iShares Core Dividend Growth ETFRead Desk	0.08%	1.85%	−0.6%	+18.0%	+21.0%	+22.1%	+11.2%	−6.5%	$45.1B
2	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.97%	−1.0%	+32.8%	+37.6%	+21.2%	+10.3%	−6.9%	$121.5B
3	AFDV	Federated Hermes U.S. Strategic Dividend ETFRead Desk	0.61%	2.85%	−1.3%	+22.5%	+25.8%	+20.9%	new	−7.4%	$1.0B
4	BFCTE	SMI 3Fourteen Full-Cycle Trend ETFRead Desk	0.85%	0.07%	+1.4%	+20.6%	+21.6%	new	new	−12.9%	$243M

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

Cards for this view

FDV vs FCTE

FDV

Federated Hermes U.S. Strategic Dividend

[…]

FCTE

SMI 3Fourteen Full-Cycle Trend

[…]

MeasureFDVFCTE

Fee0.61%0.85%

Cost on $10k a year$61$85

Yield2.85%0.07%

5 years, per year[…][…]

3 years, per year+20.9%[…]

Worst drop · 1Y−7.4%−12.9%

Volatility · 1Y11.1%15.7%

4–0measures won
FDV first

0.0%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

DGRO vs VIG

YTD

iSharesDGRO

+18.0%

VIGVanguard

+14.0%

+18.0%Year to date+14.0%

1.8%Yield1.5%

$45.1BAssets$109B

2–0DGRO wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

Overlap: FDV, FCTE, SCHD, DGRO

Today

25.1%most shared, FDV and SCHD

FDVFCTESCHDDGRO

FDV—0.0%25.1%21.5%

FCTE0.0%—4.6%5.5%

SCHD25.1%4.6%—21.0%

DGRO21.5%5.5%21.0%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$291most kept, SCHD

SCHD$297 − $6 = $291

FDV$285 − $61 = $224

DGRO$185 − $8 = $177

FCTE$7 − $85 = −$78

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee