FDV vs SDOG

AFDV

BSDOG

Measures won1–4SDOG wins · of 6 · 5Y

$10,000 · 5Y$17,131DGRO · SDOG $16,865

Lowest cost0.06%SCHD · $6 on $10k

Most income3.36%SDOG · $336 on $10k

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

Held in common30.9%FDV and SDOG

FDV

SDOG

Federated Hermes U.S. Strategic Dividend ETF · $1.0BALPS Sector Dividend Dogs ETF · $1.4B

+19.2%3 years · per year$16,920 · $17,756+21.1%

[…]5 years · per year[…] · $16,865+11.0%

0.61%Expense ratio$61 · $36 on $10k · lower wins0.36%

2.85%12-mo yield$285 · $336 on $10k3.36%

−7.4%Worst dropSmaller wins−7.3%

11.3%VolatilityLower wins12.1%

1–4SDOG wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsFDV · SDOG

2.8%ABBV2.3%

2.5%DRI2.2%

2.3%AMCR2.2%

2.1%PFE2.2%

Held in common30.9%

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

All Four

5Y4 funds

#
1	DGRO	iShares Core Dividend Growth ETFRead Desk	0.08%	1.84%	+1.9%	+18.8%	+22.9%	+20.7%	+11.4%	−6.5%	$45.5B
2	BSDOG	ALPS Sector Dividend Dogs ETFRead Desk	0.36%	3.36%	+1.3%	+24.0%	+29.4%	+21.1%	+11.0%	−7.3%	$1.4B
3	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.96%	+1.4%	+33.2%	+39.1%	+19.6%	+10.5%	−6.9%	$121.7B
4	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

All Four

5Y4 funds

#
1	DGRO	iShares Core Dividend Growth ETFRead Desk	0.08%	1.84%	+1.9%	+18.8%	+22.9%	+20.7%	+11.4%	−6.5%	$45.5B
2	BSDOG	ALPS Sector Dividend Dogs ETFRead Desk	0.36%	3.36%	+1.3%	+24.0%	+29.4%	+21.1%	+11.0%	−7.3%	$1.4B
3	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.96%	+1.4%	+33.2%	+39.1%	+19.6%	+10.5%	−6.9%	$121.7B
4	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 SDOG

FDV

Federated Hermes U.S. Strategic Dividend

[…]

SDOG

ALPS Sector Dividend Dogs

$16,865

MeasureFDVSDOG

Fee0.61%0.36%

Cost on $10k a year$61$36

Yield2.85%3.36%

5 years, per year[…]+11.0%

3 years, per year+19.2%+21.1%

Worst drop · 1Y−7.4%−7.3%

Volatility · 1Y11.3%12.1%

4–1measures won
SDOG first

30.9%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

DGRO vs VIG

YTD

iSharesDGRO

+18.8%

VIGVanguard

+14.8%

+18.8%Year to date+14.8%

1.8%Yield1.5%

$45.5BAssets$109B

2–0DGRO 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, SDOG, DGRO, SCHD

Today

33.1%most shared, SDOG and SCHD

FDVSDOGDGROSCHD

FDV—30.9%19.7%21.7%

SDOG30.9%—8.1%33.1%

DGRO19.7%8.1%—21.3%

SCHD21.7%33.1%21.3%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$300most kept, SDOG

SDOG$336 − $36 = $300

SCHD$296 − $6 = $290

FDV$285 − $61 = $224

DGRO$184 − $8 = $176

KeptFee

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