FDV vs IWF

AFDV

BIWF

Measures won3–2FDV wins · of 6 · 5Y

$10,000 · 5Y$15,892IWF

Lowest cost0.18%IWF · $18 on $10k

Most income2.85%FDV · $285 on $10k

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

Held in common1.1%FDV and IWF

FDV

IWF

Federated Hermes U.S. Strategic Dividend ETF · $1.0BiShares Russell 1000 Growth ETF · $115B

+19.2%3 years · per year$16,920 · $17,207+19.8%

[…]5 years · per year[…] · $15,892+9.7%

0.61%Expense ratio$61 · $18 on $10k · lower wins0.18%

2.85%12-mo yield$285 · $38 on $10k0.38%

−7.4%Worst dropSmaller wins−14.6%

11.3%VolatilityLower wins19.5%

3–2FDV wins

$10,000 · 5 yearsOne scale

Shared top holdingsFDV · IWF

1.1%SPG0.2%

1.9%AMT0.2%

1.1%ADP0.1%

2.8%ABBV0.1%

Held in common1.1%

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

Both

5Y2 funds

#			Trend
1	BIWF	iShares Russell 1000 Growth ETFRead Desk		0.18%	0.38%	+2.9%	−2.5%	−2.2%	+19.8%	+9.7%	−14.6%	$114.6B
2	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

Both

5Y2 funds

#			Trend
1	BIWF	iShares Russell 1000 Growth ETFRead Desk		0.18%	0.38%	+2.9%	−2.5%	−2.2%	+19.8%	+9.7%	−14.6%	$114.6B
2	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 IWF

FDV

Federated Hermes U.S. Strategic Dividend

[…]

IWF

iShares Russell 1000 Growth

$15,892

MeasureFDVIWF

Fee0.61%0.18%

Cost on $10k a year$61$18

Yield2.85%0.38%

5 years, per year[…]+9.7%

3 years, per year+19.2%+19.8%

Worst drop · 1Y−7.4%−14.6%

Volatility · 1Y11.3%19.5%

3–2measures won
FDV first

1.1%

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, IWF

Today

1.1%most shared, FDV and IWF

FDVIWF

FDV—1.1%

IWF1.1%—

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

IWF$38 − $18 = $20

KeptFee

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