FDV vs VGT

AFDV

BVGT

Measures won3–2FDV wins · of 6 · 5Y

$10,000 · 5Y$20,649VGT · SCHD $16,267

Lowest cost0.06%SCHD · $6 on $10k

Most income3.00%SCHD · $300 on $10k

Smallest drop−6.9%SCHD · worst fall in 1Y

Held in common0.1%FDV and VGT

FDV

VGT

Federated Hermes U.S. Strategic Dividend ETF · $1.0BVanguard Information Technology ETF · $155B

+19.8%3 years · per year$17,175 · $21,289+28.6%

[…]5 years · per year[…] · $20,649+15.6%

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

2.87%12-mo yield$287 · $44 on $10k0.44%

−7.4%Worst dropSmaller wins−17.5%

11.3%VolatilityLower wins26.5%

3–2FDV wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsFDV · VGT

0.6%HPQ0.1%

Held in common0.1%

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	BVGT	Vanguard Information Technology ETFRead Desk	0.09%	0.44%	+1.4%	+15.6%	+12.1%	+28.6%	+15.6%	−17.5%	$154.5B
2	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$119.9B
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	BVGT	Vanguard Information Technology ETFRead Desk	0.09%	0.44%	+1.4%	+15.6%	+12.1%	+28.6%	+15.6%	−17.5%	$154.5B
2	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$119.9B
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 VGT

FDV

Federated Hermes U.S. Strategic Dividend

[…]

VGT

Vanguard Information Technology

$20,649

MeasureFDVVGT

Fee0.61%0.09%

Cost on $10k a year$61$9

Yield2.87%0.44%

5 years, per year[…]+15.6%

3 years, per year+19.8%+28.6%

Worst drop · 1Y−7.4%−17.5%

Volatility · 1Y11.3%26.5%

3–2measures won
FDV first

0.1%

holdings shared

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

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

XLK vs VGT

YTD

SPDRXLK

+14.8%

VGTVanguard

+15.6%

+14.8%Year to date+15.6%

0.08% · $8Fee · on $10k a year0.09% · $9

$117BAssets$155B

1–1level

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: FDV, VGT, SCHD

Today

21.7%most shared, FDV and SCHD

FDVVGTSCHD

FDV—0.1%21.7%

VGT0.1%—2.2%

SCHD21.7%2.2%—

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

Income After Fees on $10,000

$294most kept, SCHD

SCHD$300 − $6 = $294

FDV$287 − $61 = $226

VGT$44 − $9 = $35

KeptFee

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