FDV vs IVV

AFDV

BIVV

Measures won3–2FDV wins · of 6 · 5Y

$10,000 · 5Y$17,156VOO · IVV $17,151

Lowest cost0.03%IVV · $3 on $10k

Most income2.84%FDV · $284 on $10k

Smallest drop−7.4%FDV · worst fall in 1Y

Held in common8.3%FDV and IVV

FDV

IVV

Federated Hermes U.S. Strategic Dividend ETF · $1.1BiShares Core S&P 500 ETF · $887B

+20.3%3 years · per year$17,400 · $18,221+22.1%

[…]5 years · per year[…] · $17,151+11.4%

0.61%Expense ratio$61 · $3 on $10k · lower wins0.03%

2.84%12-mo yield$284 · $114 on $10k1.14%

−7.4%Worst dropSmaller wins−8.9%

11.3%VolatilityLower wins13.6%

3–2FDV wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsFDV · IVV

1.3%XOM1.0%

2.8%ABBV0.8%

3.0%CVX0.6%

1.1%PG0.6%

Held in common8.3%

End-of-day Nov 5, 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	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$1.00T
2	BIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	−4.4%	+8.4%	+9.7%	+22.1%	+11.4%	−8.9%	$886.8B
3	AFDV	Federated Hermes U.S. Strategic Dividend ETFRead Desk	0.61%	2.84%	−1.3%	+22.8%	+26.9%	+20.3%	new	−7.4%	$1.1B

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

All Three

5Y3 funds

#
1	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$1.00T
2	BIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	−4.4%	+8.4%	+9.7%	+22.1%	+11.4%	−8.9%	$886.8B
3	AFDV	Federated Hermes U.S. Strategic Dividend ETFRead Desk	0.61%	2.84%	−1.3%	+22.8%	+26.9%	+20.3%	new	−7.4%	$1.1B

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

Cards for this view

FDV vs IVV

FDV

Federated Hermes U.S. Strategic Dividend

[…]

IVV

iShares Core S&P 500

$17,151

MeasureFDVIVV

Fee0.61%0.03%

Cost on $10k a year$61$3

Yield2.84%1.14%

5 years, per year[…]+11.4%

3 years, per year+20.3%+22.1%

Worst drop · 1Y−7.4%−8.9%

Volatility · 1Y11.3%13.6%

3–2measures won
FDV first

8.3%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: FDV, IVV, VOO

Today

93.5%most shared, IVV and VOO

FDVIVVVOO

FDV—8.3%7.5%

IVV8.3%—93.5%

VOO7.5%93.5%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$223most kept, FDV

FDV$284 − $61 = $223

IVV$114 − $3 = $111

VOO$110 − $3 = $107

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee