FDV vs VTV

AFDV

BVTV

Measures won1–4VTV wins · of 6 · 5Y

$10,000 · 5Y$17,892VTV · IWF $15,927

Lowest cost0.03%VTV · $3 on $10k

Most income2.84%FDV · $284 on $10k

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

Held in common16.6%FDV and VTV

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

+19.1%3 years · per year$16,891 · $17,809+21.2%

[…]5 years · per year[…] · $17,892+12.3%

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

2.84%12-mo yield$284 · $181 on $10k

Cards for this view

FDV

Federated Hermes U.S. Strategic Dividend

[…]

VTV

Vanguard Morningstar Value

$17,892

MeasureFDVVTV

Fee0.61%0.03%

Cost on $10k a year$61$3

Yield2.84%1.81%

5 years, per year[…]+12.3%

3 years, per year+19.1%+21.2%

Worst drop · 1Y−7.4%−6.4%

Volatility · 1Y11.3%

#
1	BVTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.81%	+1.0%	+22.3%	+25.5%	+21.2%	+12.3%	−6.4%	$184.2B
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.37%	+2.3%	−1.2%	−2.8%	+19.8%	+9.8%	−14.6%	$117.1B
3	AFDV	Federated Hermes U.S. Strategic Dividend ETFRead Desk	0.61%	2.84%	+0.2%	+23.0%	+25.3%	+19.1%	new	−7.4%	$1.0B

#
1	BVTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.81%	+1.0%	+22.3%	+25.5%	+21.2%	+12.3%	−6.4%	$184.2B
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.37%	+2.3%	−1.2%	−2.8%	+19.8%	+9.8%	−14.6%	$117.1B
3	AFDV	Federated Hermes U.S. Strategic Dividend ETFRead Desk	0.61%	2.84%	+0.2%	+23.0%	+25.3%	+19.1%	new	−7.4%	$1.0B

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