FDV vs VIG

AFDV

BVIG

Measures won3–2FDV wins · of 6 · 5Y

$10,000 · 5Y$34,950SMH · VIG $16,243

Lowest cost0.04%VIG · $4 on $10k

Most income2.87%FDV · $287 on $10k

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

Held in common10.3%FDV and VIG

FDV

VIG

Federated Hermes U.S. Strategic Dividend ETF · $1.0BVanguard Dividend Appreciation ETF · $109B

+19.8%3 years · per year$17,175 · $16,669+18.6%

[…]5 years · per year[…] · $16,243+10.2%

0.61%Expense ratio$61 · $4 on $10k · lower wins0.04%

2.87%12-mo yield$287 · $150 on $10k1.50%

−7.4%Worst dropSmaller wins−7.9%

11.3%VolatilityLower wins10.8%

3–2FDV wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsFDV · VIG

2.8%ABBV2.0%

1.2%XOM3.0%

1.1%PG1.5%

3.3%PEP0.8%

Held in common10.3%

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	SMH	VanEck Semiconductor ETFRead Desk	0.35%	0.24%	+3.6%	+28.8%	+29.5%	+48.9%	+28.4%	−33.1%	$60.7B
2	BVIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.50%	−0.4%	+12.1%	+14.3%	+18.6%	+10.2%	−7.9%	$109.1B
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	SMH	VanEck Semiconductor ETFRead Desk	0.35%	0.24%	+3.6%	+28.8%	+29.5%	+48.9%	+28.4%	−33.1%	$60.7B
2	BVIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.50%	−0.4%	+12.1%	+14.3%	+18.6%	+10.2%	−7.9%	$109.1B
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 VIG

FDV

Federated Hermes U.S. Strategic Dividend

[…]

VIG

Vanguard Dividend Appreciation

$16,243

MeasureFDVVIG

Fee0.61%0.04%

Cost on $10k a year$61$4

Yield2.87%1.50%

5 years, per year[…]+10.2%

3 years, per year+19.8%+18.6%

Worst drop · 1Y−7.4%−7.9%

Volatility · 1Y11.3%10.8%

3–2measures won
FDV first

10.3%

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

SOXX vs SMH

YTD

iSharesSOXX

+36.2%

SMHVanEck

+28.8%

+36.2%Year to date+28.8%

0.33% · $33Fee · on $10k a year0.35% · $35

$39.1BAssets$60.7B

2–0SOXX wins

End-of-day Nov 6, 2026

DGRO vs VIG

YTD

iSharesDGRO

+16.6%

VIGVanguard

+12.1%

+16.6%Year to date+12.1%

1.9%Yield1.5%

$44.7BAssets$109B

2–0DGRO wins

End-of-day Nov 6, 2026

Overlap: FDV, VIG, SMH

Today

10.3%most shared, VIG and SMH

FDVVIGSMH

FDV—10.3%0.0%

VIG10.3%—10.3%

SMH0.0%10.3%—

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

VIG$150 − $4 = $146

SMH$24 − $35 = −$11

KeptFee

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