FDV vs SPYM

AFDV

BSPYM

Measures won3–2FDV wins · of 6 · 5Y

$10,000 · 5Y$17,192SPYM · IVV $17,177

Lowest cost0.02%SPYM · $2 on $10k

Most income2.87%FDV · $287 on $10k

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

Held in common8.5%FDV and SPYM

FDV

SPYM

Federated Hermes U.S. Strategic Dividend ETF · $1.0BState Street SPDR Portfolio S&P 500 ETF · $182B

+19.8%3 years · per year$17,175 · $18,082+21.8%

[…]5 years · per year[…] · $17,192+11.4%

0.61%Expense ratio$61 · $2 on $10k · lower wins0.02%

2.87%12-mo yield$287 · $105 on $10k1.05%

−7.4%Worst dropSmaller wins−8.9%

11.3%VolatilityLower wins13.6%

3–2FDV wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsFDV · SPYM

1.2%XOM1.1%

2.8%ABBV0.8%

3.0%CVX0.7%

1.1%PG0.6%

Held in common8.5%

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 Three

5Y3 funds

#
1	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk	0.02%	1.05%	+0.3%	+8.8%	+9.8%	+21.8%	+11.4%	−8.9%	$181.7B
2	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$852.9B
3	AFDV	Federated Hermes U.S. Strategic Dividend ETFRead Desk	0.61%	2.87%	−1.0%	+21.6%	+24.8%	+19.8%	new	−7.4%	$1.0B

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

All Three

5Y3 funds

#
1	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk	0.02%	1.05%	+0.3%	+8.8%	+9.8%	+21.8%	+11.4%	−8.9%	$181.7B
2	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$852.9B
3	AFDV	Federated Hermes U.S. Strategic Dividend ETFRead Desk	0.61%	2.87%	−1.0%	+21.6%	+24.8%	+19.8%	new	−7.4%	$1.0B

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 SPYM

FDV

Federated Hermes U.S. Strategic Dividend

[…]

SPYM

SPDR Portfolio S&P 500

$17,192

MeasureFDVSPYM

Fee0.61%0.02%

Cost on $10k a year$61$2

Yield2.87%1.05%

5 years, per year[…]+11.4%

3 years, per year+19.8%+21.8%

Worst drop · 1Y−7.4%−8.9%

Volatility · 1Y11.3%13.6%

3–2measures won
FDV first

8.5%

holdings shared

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

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

VOO vs IVV

YTD

VanguardVOO

+8.7%

IVViShares

+8.7%

+8.7%Year to date+8.7%

1.1%Yield1.1%

$1.00TAssets$853B

0–0level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

Overlap: FDV, SPYM, IVV

Today

99.9%most shared, SPYM and IVV

FDVSPYMIVV

FDV—8.5%8.5%

SPYM8.5%—99.9%

IVV8.5%99.9%—

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

Income After Fees on $10,000

$226most kept, FDV

FDV$287 − $61 = $226

IVV$114 − $3 = $111

SPYM$105 − $2 = $103

KeptFee

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