FDV vs VTV

AFDV

BVTV

Measures won1–4VTV wins · of 6 · 5Y

$10,000 · 5Y$17,803VTV

Lowest cost0.03%VTV · $3 on $10k

Most income2.85%FDV · $285 on $10k

Smallest drop−6.4%VTV · worst fall in 1Y

Held in common16.6%FDV and VTV

FDV

VTV

Federated Hermes U.S. Strategic Dividend ETF · $1.0BVanguard Morningstar Value ETF · $184B

+19.2%3 years · per year$16,920 · $17,572+20.7%

[…]5 years · per year[…] · $17,803+12.2%

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

2.85%12-mo yield$285 · $183 on $10k1.83%

−7.4%

End-of-day Nov 10, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	BVTV	Vanguard Morningstar Value ETFRead Desk		0.03%	1.83%	+0.1%	+21.0%	+24.8%	+20.7%	+12.2%	−6.4%	$184.2B
2	AFDV	Federated Hermes U.S. Strategic Dividend ETFRead Desk		0.61%	2.85%	+0.9%	+22.6%	+26.4%	+19.2%	new	−7.4%	$1.0B

End-of-day Nov 10, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BVTV	Vanguard Morningstar Value ETFRead Desk		0.03%	1.83%	+0.1%	+21.0%	+24.8%	+20.7%	+12.2%	−6.4%	$184.2B
2	AFDV	Federated Hermes U.S. Strategic Dividend ETFRead Desk		0.61%	2.85%	+0.9%	+22.6%	+26.4%	+19.2%	new	−7.4%	$1.0B

End-of-day Nov 10, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

FDV vs VTV

FDV

Federated Hermes U.S. Strategic Dividend

[…]

VTV

Vanguard Morningstar Value

$17,803

MeasureFDVVTV

Fee0.61%0.03%

Cost on $10k a year$61$3

Yield2.85%1.83%

5 years, per year[…]+12.2%

3 years, per year+19.2%+20.7%

Worst drop · 1Y−7.4%−6.4%

Volatility · 1Y11.3%

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FDV vs VTV

Both

Both

$10,000 in FDV, VTV

Overlap: FDV, VTV

FDV vs VTV

VTV vs SCHV

SCHD vs VIG

JEPQ vs JEPI

Overlap: FDV, VTV

Income After Fees on $10,000