FDV vs SPY

AFDV

BSPY

Measures won3–2FDV wins · of 6 · 5Y

$10,000 · 5Y$17,214SPY · VTI $16,412

Lowest cost0.03%VTI · $3 on $10k

Most income2.85%FDV · $285 on $10k

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

Held in common8.3%FDV and SPY

Federated Hermes U.S. Strategic Dividend ETF · $1.0BState Street SPDR S&P 500 ETF · $806B

+19.1%3 years · per year$16,884 · $17,968+21.6%

[…]5 years · per year[…] · $17,337+11.6%

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

2.85%12-mo yield$285 · $100 on $10k

Cards for this view

FDV

Federated Hermes U.S. Strategic Dividend

[…]

SPY

SPDR S&P 500

$17,337

MeasureFDVSPY

Fee0.61%0.09%

Cost on $10k a year$61$9

Yield2.85%1.00%

5 years, per year[…]+11.6%

3 years, per year+19.1%+21.6%

Worst drop · 1Y−7.4%−8.9%

Volatility · 1Y11.3%

#
1	BSPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.00%	−0.4%	+11.9%	+12.0%	+21.6%	+11.6%	−8.9%	$805.7B
2	VTI	Vanguard Morningstar Total Stock Market ETFRead Desk	0.03%	1.06%	−0.4%	+12.1%	+12.2%	+21.4%	+10.6%	−8.9%	$689.2B
3	AFDV	Federated Hermes U.S. Strategic Dividend ETFRead Desk	0.61%	2.85%	−0.4%	+22.5%	+23.4%	+19.1%	new	−7.4%	$1.0B

#
1	BSPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.00%	−0.4%	+11.9%	+12.0%	+21.6%	+11.6%	−8.9%	$805.7B
2	VTI	Vanguard Morningstar Total Stock Market ETFRead Desk	0.03%	1.06%	−0.4%	+12.1%	+12.2%	+21.4%	+10.6%	−8.9%	$689.2B
3	AFDV	Federated Hermes U.S. Strategic Dividend ETFRead Desk	0.61%	2.85%	−0.4%	+22.5%	+23.4%	+19.1%	new	−7.4%	$1.0B

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