FDV vs IMCV

AFDV

BIMCV

Measures won1–3IMCV wins · of 6 · 5Y

$10,000 · 5Y$17,188IMCV

Lowest cost0.06%IMCV · $6 on $10k

Most income2.81%FDV · $281 on $10k

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

Held in common11.8%FDV and IMCV

FDV

IMCV

Federated Hermes U.S. Strategic Dividend ETF · $1.1BiShares Morningstar Mid-Cap Value ETF · $1.3B

+21.1%3 years · per year$17,750 · $18,669+23.1%

[…]5 years · per year[…] · $17,188+11.4%

0.61%Expense ratio$61 · $6 on $10k · lower wins0.06%

2.81%12-mo yield$281 · $181 on $10k1.81%

−7.4%Worst dropSmaller wins−6.9%

11.2%VolatilityLower wins11.2%

1–3IMCV wins

$10,000 · 5 yearsOne scale

Shared top holdingsFDV · IMCV

3.4%USB1.3%

3.7%PNC1.3%

1.8%MDLZ1.1%

2.0%EOG1.1%

Held in common11.8%

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

Both

5Y2 funds

#			Trend
1	BIMCV	iShares Morningstar Mid-Cap Value ETFRead Desk		0.06%	1.81%	+1.8%	+24.1%	+29.4%	+23.1%	+11.4%	−6.9%	$1.3B
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

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BIMCV	iShares Morningstar Mid-Cap Value ETFRead Desk		0.06%	1.81%	+1.8%	+24.1%	+29.4%	+23.1%	+11.4%	−6.9%	$1.3B
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

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 IMCV

FDV

Federated Hermes U.S. Strategic Dividend

[…]

IMCV

iShares Morningstar Mid-Cap Value

$17,188

MeasureFDVIMCV

Fee0.61%0.06%

Cost on $10k a year$61$6

Yield2.81%1.81%

5 years, per year[…]+11.4%

3 years, per year+21.1%+23.1%

Worst drop · 1Y−7.4%−6.9%

Volatility · 1Y11.2%11.2%

3–1measures won
IMCV first

11.8%

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, IMCV

Today

11.8%most shared, FDV and IMCV

FDVIMCV

FDV—11.8%

IMCV11.8%—

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

IMCV$181 − $6 = $175

KeptFee

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