FDV vs SPYM

AFDV

BSPYM

Measures won3–2FDV wins · of 6 · 5Y

$10,000 · 5Y$17,408SPYM · SPY $17,337

Lowest cost0.02%SPYM · $2 on $10k

Most income2.85%FDV · $285 on $10k

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

Held in common8.3%FDV and SPYM

Federated Hermes U.S. Strategic Dividend ETF · $1.0BState Street SPDR Portfolio S&P 500 ETF · $183B

+19.1%3 years · per year$16,884 · $18,024+21.7%

[…]5 years · per year[…] · $17,408+11.7%

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

2.85%12-mo yield$285 · $102 on $10k

Cards for this view

FDV

Federated Hermes U.S. Strategic Dividend

[…]

SPYM

SPDR Portfolio S&P 500

$17,408

MeasureFDVSPYM

Fee0.61%0.02%

Cost on $10k a year$61$2

Yield2.85%1.02%

5 years, per year[…]+11.7%

3 years, per year+19.1%+21.7%

Worst drop · 1Y−7.4%−8.9%

Volatility · 1Y11.3%

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1	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk	0.02%	1.02%	−0.3%	+12.0%	+12.2%	+21.7%	+11.7%	−8.9%	$183.5B
2	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.00%	−0.4%	+11.9%	+12.0%	+21.6%	+11.6%	−8.9%	$793.2B
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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1	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk	0.02%	1.02%	−0.3%	+12.0%	+12.2%	+21.7%	+11.7%	−8.9%	$183.5B
2	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.00%	−0.4%	+11.9%	+12.0%	+21.6%	+11.6%	−8.9%	$793.2B
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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