FDV vs VYM

AFDV

BVYM

Measures won1–4VYM wins · of 6 · 5Y

$10,000 · 5Y$17,742VYM

Lowest cost0.04%VYM · $4 on $10k

Most income2.81%FDV · $281 on $10k

Smallest drop−6.7%VYM · worst fall in 1Y

Held in common19.8%FDV and VYM

FDV

VYM

Federated Hermes U.S. Strategic Dividend ETF · $1.1BVanguard High Dividend Yield ETF · $78.9B

+21.1%3 years · per year$17,750 · $17,970+21.6%

[…]5 years · per year[…] · $17,742+12.2%

0.61%Expense ratio$61 · $4 on $10k · lower wins0.04%

2.81%12-mo yield$281 · $222 on $10k2.22%

−7.4%Worst dropSmaller wins−6.7%

11.2%VolatilityLower wins10.1%

1–4VYM wins

$10,000 · 5 yearsOne scale

Shared top holdingsFDV · VYM

2.8%ABBV2.0%

3.2%CVX1.6%

1.3%XOM2.8%

2.4%PM1.3%

Held in common19.8%

End-of-day Nov 4, 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	BVYM	Vanguard High Dividend Yield ETFRead Desk		0.04%	2.22%	+1.2%	+17.2%	+21.2%	+21.6%	+12.2%	−6.7%	$78.9B
2	AFDV	Federated Hermes U.S. Strategic Dividend ETFRead Desk		0.61%	2.81%	+1.6%	+24.5%	+28.3%	+21.1%	new	−7.4%	$1.1B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BVYM	Vanguard High Dividend Yield ETFRead Desk		0.04%	2.22%	+1.2%	+17.2%	+21.2%	+21.6%	+12.2%	−6.7%	$78.9B
2	AFDV	Federated Hermes U.S. Strategic Dividend ETFRead Desk		0.61%	2.81%	+1.6%	+24.5%	+28.3%	+21.1%	new	−7.4%	$1.1B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

FDV vs VYM

FDV

Federated Hermes U.S. Strategic Dividend

[…]

VYM

Vanguard High Dividend Yield

$17,742

MeasureFDVVYM

Fee0.61%0.04%

Cost on $10k a year$61$4

Yield2.81%2.22%

5 years, per year[…]+12.2%

3 years, per year+21.1%+21.6%

Worst drop · 1Y−7.4%−6.7%

Volatility · 1Y11.2%10.1%

4–1measures won
VYM first

19.8%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: FDV, VYM

Today

19.8%most shared, FDV and VYM

FDVVYM

FDV—19.8%

VYM19.8%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$220most kept, FDV

FDV$281 − $61 = $220

VYM$222 − $4 = $218

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee