FDV vs SCHD

AFDV

BSCHD

Measures won1–4SCHD wins · of 6 · 5Y

$10,000 · 5Y$34,950SMH · SCHD $16,267

Lowest cost0.04%VIG · $4 on $10k

Most income3.00%SCHD · $300 on $10k

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

Held in common21.7%FDV and SCHD

FDV

SCHD

Federated Hermes U.S. Strategic Dividend ETF · $1.1BSchwab U.S. Dividend Equity ETF · $120B

+19.8%3 years · per year$17,175 · $17,266+20.0%

[…]5 years · per year[…] · $16,267+10.2%

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

2.87%12-mo yield$287 · $300 on $10k3.00%

−7.4%Worst dropSmaller wins−6.9%

11.3%VolatilityLower wins11.7%

1–4SCHD wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsFDV · SCHD

3.3%PEP4.0%

3.0%CVX4.0%

2.4%ABT4.0%

1.9%EOG1.8%

Held in common21.7%

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 Four

5Y4 funds

#
1	SMH	VanEck Semiconductor ETFRead Desk	0.35%	0.24%	+3.6%	+28.8%	+29.5%	+48.9%	+28.4%	−33.1%	$57.7B
2	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$120.5B
3	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.50%	−0.4%	+12.1%	+14.3%	+18.6%	+10.2%	−7.9%	$109.1B
4	AFDV	Federated Hermes U.S. Strategic Dividend ETFRead Desk	0.61%	2.87%	−1.0%	+21.6%	+24.8%	+19.8%	new	−7.4%	$1.1B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Four

5Y4 funds

#
1	SMH	VanEck Semiconductor ETFRead Desk	0.35%	0.24%	+3.6%	+28.8%	+29.5%	+48.9%	+28.4%	−33.1%	$57.7B
2	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$120.5B
3	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.50%	−0.4%	+12.1%	+14.3%	+18.6%	+10.2%	−7.9%	$109.1B
4	AFDV	Federated Hermes U.S. Strategic Dividend ETFRead Desk	0.61%	2.87%	−1.0%	+21.6%	+24.8%	+19.8%	new	−7.4%	$1.1B

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 SCHD

FDV

Federated Hermes U.S. Strategic Dividend

[…]

SCHD

Schwab U.S. Dividend Equity

$16,267

MeasureFDVSCHD

Fee0.61%0.06%

Cost on $10k a year$61$6

Yield2.87%3.00%

5 years, per year[…]+10.2%

3 years, per year+19.8%+20.0%

Worst drop · 1Y−7.4%−6.9%

Volatility · 1Y11.3%11.7%

4–1measures won
SCHD first

21.7%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SOXX vs SMH

YTD

iSharesSOXX

+36.2%

SMHVanEck

+28.8%

+36.2%Year to date+28.8%

0.33% · $33Fee · on $10k a year0.35% · $35

$37.6BAssets$57.7B

2–0SOXX wins

End-of-day Nov 6, 2026

DGRO vs VIG

YTD

iSharesDGRO

+16.6%

VIGVanguard

+12.1%

+16.6%Year to date+12.1%

1.9%Yield1.5%

$44.9BAssets$109B

2–0DGRO 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

Overlap: FDV, SCHD, SMH, VIG

Today

21.7%most shared, FDV and SCHD

FDVSCHDSMHVIG

FDV—21.7%0.0%10.3%

SCHD21.7%—7.9%14.5%

SMH0.0%7.9%—10.3%

VIG10.3%14.5%10.3%—

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

Income After Fees on $10,000

$294most kept, SCHD

SCHD$300 − $6 = $294

FDV$287 − $61 = $226

VIG$150 − $4 = $146

SMH$24 − $35 = −$11

KeptFee

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