FDV vs SCHD

AFDV

BSCHD

Measures won1–4SCHD wins · of 6 · 5Y

$10,000 · 5Y$17,095DGRO · SCHD $16,418

Lowest cost0.06%SCHD · $6 on $10k

Most income2.93%SCHD · $293 on $10k

Smallest drop−6.5%DGRO · worst fall in 1Y

Held in common21.6%FDV and SCHD

Federated Hermes U.S. Strategic Dividend ETF · $1.0BSchwab U.S. Dividend Equity ETF · $123B

+19.1%3 years · per year$16,891 · $17,234+19.9%

[…]5 years · per year[…] · $16,418+10.4%

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

2.84%12-mo yield$284 · $293 on $10k

Cards for this view

FDV

Federated Hermes U.S. Strategic Dividend

[…]

SCHD

Schwab U.S. Dividend Equity

$16,418

MeasureFDVSCHD

Fee0.61%0.06%

Cost on $10k a year$61$6

Yield2.84%2.93%

5 years, per year[…]+10.4%

3 years, per year+19.1%+19.9%

Worst drop · 1Y−7.4%−6.9%

Volatility · 1Y11.3%

#
1	DGRO	iShares Core Dividend Growth ETFRead Desk	0.08%	1.82%	+0.5%	+19.8%	+22.9%	+20.7%	+11.3%	−6.5%	$45.7B
2	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.93%	+0.5%	+34.6%	+39.3%	+19.9%	+10.4%	−6.9%	$122.7B
3	AFDV	Federated Hermes U.S. Strategic Dividend ETFRead Desk	0.61%	2.84%	+0.2%	+23.0%	+25.3%	+19.1%	new	−7.4%	$1.0B

#
1	DGRO	iShares Core Dividend Growth ETFRead Desk	0.08%	1.82%	+0.5%	+19.8%	+22.9%	+20.7%	+11.3%	−6.5%	$45.7B
2	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.93%	+0.5%	+34.6%	+39.3%	+19.9%	+10.4%	−6.9%	$122.7B
3	AFDV	Federated Hermes U.S. Strategic Dividend ETFRead Desk	0.61%	2.84%	+0.2%	+23.0%	+25.3%	+19.1%	new	−7.4%	$1.0B

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