FDV vs IMCV

AFDV

BIMCV

Measures won2–3IMCV wins · of 6 · 5Y

$10,000 · 5Y$16,585IMCV · SCHD $16,267

Lowest cost0.06%IMCV · $6 on $10k

Most income3.00%SCHD · $300 on $10k

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

Held in common12.4%FDV and IMCV

FDV

IMCV

Federated Hermes U.S. Strategic Dividend ETF · $1.0BiShares Morningstar Mid-Cap Value ETF · $1.3B

+19.8%3 years · per year$17,175 · $17,852+21.3%

[…]5 years · per year[…] · $16,585+10.6%

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

2.87%12-mo yield$287 · $187 on $10k1.87%

−7.4%Worst dropSmaller wins−6.9%

11.3%VolatilityLower wins11.5%

2–3IMCV wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsFDV · IMCV

3.4%USB1.3%

3.6%PNC1.2%

1.9%MDLZ1.2%

1.1%ADP1.7%

Held in common12.4%

End-of-day Nov 6, 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	BIMCV	iShares Morningstar Mid-Cap Value ETFRead Desk	0.06%	1.87%	−0.7%	+20.4%	+25.4%	+21.3%	+10.6%	−6.9%	$1.3B
2	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$119.9B
3	AFDV	Federated Hermes U.S. Strategic Dividend ETFRead Desk	0.61%	2.87%	−1.0%	+21.6%	+24.8%	+19.8%	new	−7.4%	$1.0B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	BIMCV	iShares Morningstar Mid-Cap Value ETFRead Desk	0.06%	1.87%	−0.7%	+20.4%	+25.4%	+21.3%	+10.6%	−6.9%	$1.3B
2	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$119.9B
3	AFDV	Federated Hermes U.S. Strategic Dividend ETFRead Desk	0.61%	2.87%	−1.0%	+21.6%	+24.8%	+19.8%	new	−7.4%	$1.0B

End-of-day Nov 6, 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

$16,585

MeasureFDVIMCV

Fee0.61%0.06%

Cost on $10k a year$61$6

Yield2.87%1.87%

5 years, per year[…]+10.6%

3 years, per year+19.8%+21.3%

Worst drop · 1Y−7.4%−6.9%

Volatility · 1Y11.3%11.5%

3–2measures won
IMCV first

12.4%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: FDV, IMCV, SCHD

Today

21.7%most shared, FDV and SCHD

FDVIMCVSCHD

FDV—12.4%21.7%

IMCV12.4%—12.9%

SCHD21.7%12.9%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$294most kept, SCHD

SCHD$300 − $6 = $294

FDV$287 − $61 = $226

IMCV$187 − $6 = $181

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee