FDV vs SPY

AFDV

BSPY

Measures won3–2FDV wins · of 6 · 5Y

$10,000 · 5Y$18,060SPY

Lowest cost0.09%SPY · $9 on $10k

Most income2.81%FDV · $281 on $10k

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

Held in common9.2%FDV and SPY

FDV

SPY

Federated Hermes U.S. Strategic Dividend ETF · $1.1BState Street SPDR S&P 500 ETF · $805B

+21.1%3 years · per year$17,750 · $19,132+24.1%

[…]5 years · per year[…] · $18,060+12.6%

0.61%Expense ratio$61 · $9 on $10k · lower wins0.09%

2.81%12-mo yield$281 · $99 on $10k0.99%

−7.4%Worst dropSmaller wins−8.9%

11.2%VolatilityLower wins12.9%

3–2FDV wins

$10,000 · 5 yearsOne scale

Shared top holdingsFDV · SPY

1.3%XOM1.1%

2.8%ABBV0.8%

3.2%CVX0.7%

1.1%PG0.6%

Held in common9.2%

End-of-day Nov 4, 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	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	0.99%	+1.7%	+13.3%	+13.4%	+24.1%	+12.6%	−8.9%	$804.8B
2	AFDV	Federated Hermes U.S. Strategic Dividend ETFRead Desk		0.61%	2.81%	+1.6%	+24.5%	+28.3%	+21.1%	new	−7.4%	$1.1B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	0.99%	+1.7%	+13.3%	+13.4%	+24.1%	+12.6%	−8.9%	$804.8B
2	AFDV	Federated Hermes U.S. Strategic Dividend ETFRead Desk		0.61%	2.81%	+1.6%	+24.5%	+28.3%	+21.1%	new	−7.4%	$1.1B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

FDV vs SPY

FDV

Federated Hermes U.S. Strategic Dividend

[…]

SPY

SPDR S&P 500

$18,060

MeasureFDVSPY

Fee0.61%0.09%

Cost on $10k a year$61$9

Yield2.81%0.99%

5 years, per year[…]+12.6%

3 years, per year+21.1%+24.1%

Worst drop · 1Y−7.4%−8.9%

Volatility · 1Y11.2%12.9%

3–2measures won
FDV first

9.2%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

Overlap: FDV, SPY

Today

9.2%most shared, FDV and SPY

FDVSPY

FDV—9.2%

SPY9.2%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$220most kept, FDV

FDV$281 − $61 = $220

SPY$99 − $9 = $90

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee