FDV vs VUG

AFDV

BVUG

Measures won3–2FDV wins · of 6 · 5Y

$10,000 · 5Y$16,565VUG

Lowest cost0.03%VUG · $3 on $10k

Most income2.85%FDV · $285 on $10k

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

Held in common0.2%FDV and VUG

FDV

VUG

Federated Hermes U.S. Strategic Dividend ETF · $1.0BVanguard Morningstar Growth ETF · $233B

+19.2%3 years · per year$16,920 · $18,569+22.9%

[…]5 years · per year[…] · $16,565+10.6%

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

2.85%12-mo yield$285 · $41 on $10k0.41%

−7.4%Worst dropSmaller wins−15.1%

11.3%VolatilityLower wins19.1%

3–2FDV wins

$10,000 · 5 yearsOne scale

Shared top holdingsFDV · VUG

1.7%MCD0.2%

Held in common0.2%

End-of-day Nov 9, 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	BVUG	Vanguard Morningstar Growth ETFRead Desk		0.03%	0.41%	+2.8%	+4.2%	+4.7%	+22.9%	+10.6%	−15.1%	$232.9B
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 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BVUG	Vanguard Morningstar Growth ETFRead Desk		0.03%	0.41%	+2.8%	+4.2%	+4.7%	+22.9%	+10.6%	−15.1%	$232.9B
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 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

FDV vs VUG

FDV

Federated Hermes U.S. Strategic Dividend

[…]

VUG

Vanguard Morningstar Growth

$16,565

MeasureFDVVUG

Fee0.61%0.03%

Cost on $10k a year$61$3

Yield2.85%0.41%

5 years, per year[…]+10.6%

3 years, per year+19.2%+22.9%

Worst drop · 1Y−7.4%−15.1%

Volatility · 1Y11.3%19.1%

3–2measures won
FDV first

0.2%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$59.7B

1–1level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

Overlap: FDV, VUG

Today

0.2%most shared, FDV and VUG

FDVVUG

FDV—0.2%

VUG0.2%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$224most kept, FDV

FDV$285 − $61 = $224

VUG$41 − $3 = $38

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee