FDV vs IMCV

AFDV

BIMCV

Measures won2–3IMCV wins · of 6 · 5Y

$10,000 · 5Y$16,674IMCV · VUG $16,565

Lowest cost0.03%VUG · $3 on $10k

Most income2.85%FDV · $285 on $10k

Smallest drop−6.9%IMCV · 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

+19.2%3 years · per year$16,920 · $17,793+21.2%

[…]5 years · per year[…] · $16,674+10.8%

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

2.85%12-mo yield$285 · $184 on $10k1.84%

−7.4%Worst dropSmaller wins−6.9%

11.3%VolatilityLower wins11.6%

2–3IMCV wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsFDV · IMCV

3.4%USB1.3%

3.7%PNC1.3%

1.9%MDLZ1.2%

1.1%ADP1.7%

Held in common12.4%

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	BIMCV	iShares Morningstar Mid-Cap Value ETFRead Desk	0.06%	1.84%	+1.8%	+22.5%	+28.0%	+21.2%	+10.8%	−6.9%	$1.3B
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+2.8%	+4.2%	+4.7%	+22.9%	+10.6%	−15.1%	$232.9B
3	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

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	BIMCV	iShares Morningstar Mid-Cap Value ETFRead Desk	0.06%	1.84%	+1.8%	+22.5%	+28.0%	+21.2%	+10.8%	−6.9%	$1.3B
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+2.8%	+4.2%	+4.7%	+22.9%	+10.6%	−15.1%	$232.9B
3	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

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 IMCV

FDV

Federated Hermes U.S. Strategic Dividend

[…]

IMCV

iShares Morningstar Mid-Cap Value

$16,674

MeasureFDVIMCV

Fee0.61%0.06%

Cost on $10k a year$61$6

Yield2.85%1.84%

5 years, per year[…]+10.8%

3 years, per year+19.2%+21.2%

Worst drop · 1Y−7.4%−6.9%

Volatility · 1Y11.3%11.6%

3–2measures won
IMCV first

12.4%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$59.7B

1–1level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$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

Overlap: FDV, IMCV, VUG

Today

12.4%most shared, FDV and IMCV

FDVIMCVVUG

FDV—12.4%0.2%

IMCV12.4%—1.3%

VUG0.2%1.3%—

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

IMCV$184 − $6 = $178

VUG$41 − $3 = $38

KeptFee

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