FDV vs VTV

AFDV

BVTV

Measures won1–4VTV wins · of 6 · 5Y

$10,000 · 5Y$17,803VTV · SCHD $16,428

Lowest cost0.03%VTV · $3 on $10k

Most income2.94%SCHD · $294 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

+19.2%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 $10k

Cards for this view

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%

#
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	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.94%	+1.0%	+33.8%	+38.8%	+19.5%	+10.4%	−6.9%	$122.7B
3	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

#
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	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.94%	+1.0%	+33.8%	+38.8%	+19.5%	+10.4%	−6.9%	$122.7B
3	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

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