FDV vs PAYR

AFDV

BPAYR

Measures won2–2level · of 6 · 5Y

$10,000 · 5Y$16,267SCHD

Lowest cost0.06%SCHD · $6 on $10k

Most income7.98%PAYR · $798 on $10k

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

Held in common57.6%FDV and PAYR

FDV

PAYR

Federated Hermes U.S. Strategic Dividend ETF · $1.0BFederated Hermes ETF Trust - Federated Hermes Enhanced Income ETF · $96M

+19.8%3 years · per year$17,175 · […][…]

[…]5 years · per year[…]

0.61%Expense ratio$61 · $74 on $10k · lower wins0.74%

2.87%12-mo yield$287 · $798 on $10k7.98%

−7.4%Worst dropSmaller wins−7.0%

11.3%VolatilityLower wins11.4%

2–2Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsFDV · PAYR

4.3%PAYX4.1%

3.4%USB3.9%

3.4%WEC3.0%

3.3%PEP2.7%

Held in common57.6%

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	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
2	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
3	BPAYR	Federated Hermes ETF Trust - Federated Hermes Enhanced Income ETFRead Desk	0.74%	7.98%	−1.9%	+18.6%	+23.9%	new	new	−7.0%	$96M

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	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
2	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
3	BPAYR	Federated Hermes ETF Trust - Federated Hermes Enhanced Income ETFRead Desk	0.74%	7.98%	−1.9%	+18.6%	+23.9%	new	new	−7.0%	$96M

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 PAYR

FDV

Federated Hermes U.S. Strategic Dividend

[…]

PAYR

Federated Hermes ETF Trust - Federated Hermes Enhanced Income

[…]

MeasureFDVPAYR

Fee0.61%0.74%

Cost on $10k a year$61$74

Yield2.87%7.98%

5 years, per year[…][…]

3 years, per year+19.8%[…]

Worst drop · 1Y−7.4%−7.0%

Volatility · 1Y11.3%11.4%

2–2measures won
level

57.6%

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, PAYR, SCHD

Today

57.6%most shared, FDV and PAYR

FDVPAYRSCHD

FDV—57.6%21.7%

PAYR57.6%—14.9%

SCHD21.7%14.9%—

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

Income After Fees on $10,000

$724most kept, PAYR

PAYR$798 − $74 = $724

SCHD$300 − $6 = $294

FDV$287 − $61 = $226

KeptFee

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