FDV vs VTI

AFDV

BVTI

Measures won3–2FDV wins · of 6 · 5Y

$10,000 · 5Y$17,177IVV · VTI $16,375

Lowest cost0.03%VTI · $3 on $10k

Most income2.87%FDV · $287 on $10k

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

Held in common6.8%FDV and VTI

FDV

VTI

Federated Hermes U.S. Strategic Dividend ETF · $1.0BVanguard Morningstar Total Stock Market ETF · $689B

+19.8%3 years · per year$17,175 · $18,004+21.7%

[…]5 years · per year[…] · $16,375+10.4%

0.61%Expense ratio$61 · $3 on $10k · lower wins0.03%

2.87%12-mo yield$287 · $109 on $10k1.09%

−7.4%Worst dropSmaller wins−8.9%

11.3%VolatilityLower wins13.7%

3–2FDV wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsFDV · VTI

1.2%XOM0.9%

2.8%ABBV0.6%

3.0%CVX0.5%

1.1%PG0.5%

Held in common6.8%

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	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
2	BVTI	Vanguard Morningstar Total Stock Market ETFRead Desk	0.03%	1.09%	+0.4%	+8.9%	+9.9%	+21.7%	+10.4%	−8.9%	$689.2B
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	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
2	BVTI	Vanguard Morningstar Total Stock Market ETFRead Desk	0.03%	1.09%	+0.4%	+8.9%	+9.9%	+21.7%	+10.4%	−8.9%	$689.2B
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 VTI

FDV

Federated Hermes U.S. Strategic Dividend

[…]

VTI

Vanguard Morningstar Total Stock Market

$16,375

MeasureFDVVTI

Fee0.61%0.03%

Cost on $10k a year$61$3

Yield2.87%1.09%

5 years, per year[…]+10.4%

3 years, per year+19.8%+21.7%

Worst drop · 1Y−7.4%−8.9%

Volatility · 1Y11.3%13.7%

3–2measures won
FDV first

6.8%

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%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

VTI vs ITOT

YTD

VanguardVTI

+8.9%

ITOTiShares

+8.8%

+8.9%Year to date+8.8%

1.1%Yield1.0%

$689BAssets$93.2B

2–0VTI 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

Overlap: FDV, VTI, IVV

Today

85.5%most shared, VTI and IVV

FDVVTIIVV

FDV—6.8%8.5%

VTI6.8%—85.5%

IVV8.5%85.5%—

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

VTI$109 − $3 = $106

KeptFee

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