FDV vs VYM

AFDV

BVYM

Measures won2–3VYM wins · of 6 · 5Y

$10,000 · 5Y$16,941VYM · SCHD $16,267

Lowest cost0.04%VYM · $4 on $10k

Most income3.00%SCHD · $300 on $10k

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

Held in common18.1%FDV and VYM

FDV

VYM

Federated Hermes U.S. Strategic Dividend ETF · $1.0BVanguard High Dividend Yield ETF · $78.9B

+19.8%3 years · per year$17,175 · $17,107+19.6%

[…]5 years · per year[…] · $16,941+11.1%

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

2.87%12-mo yield$287 · $231 on $10k2.31%

−7.4%Worst dropSmaller wins−6.7%

11.3%VolatilityLower wins10.6%

2–3VYM wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsFDV · VYM

2.8%ABBV2.0%

3.0%CVX1.6%

2.3%PM1.3%

1.2%XOM2.8%

Held in common18.1%

End-of-day Nov 6, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	BVYM	Vanguard High Dividend Yield ETFRead Desk	0.04%	2.31%	−0.5%	+12.8%	+16.5%	+19.6%	+11.1%	−6.7%	$78.9B
2	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$119.9B
3	AFDV	Federated Hermes U.S. Strategic Dividend ETFRead Desk	0.61%	2.87%	−1.0%	+21.6%	+24.8%	+19.8%	new	−7.4%	$1.0B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	BVYM	Vanguard High Dividend Yield ETFRead Desk	0.04%	2.31%	−0.5%	+12.8%	+16.5%	+19.6%	+11.1%	−6.7%	$78.9B
2	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$119.9B
3	AFDV	Federated Hermes U.S. Strategic Dividend ETFRead Desk	0.61%	2.87%	−1.0%	+21.6%	+24.8%	+19.8%	new	−7.4%	$1.0B

End-of-day Nov 6, 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

$16,941

MeasureFDVVYM

Fee0.61%0.04%

Cost on $10k a year$61$4

Yield2.87%2.31%

5 years, per year[…]+11.1%

3 years, per year+19.8%+19.6%

Worst drop · 1Y−7.4%−6.7%

Volatility · 1Y11.3%10.6%

3–2measures won
VYM first

18.1%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: FDV, VYM, SCHD

Today

21.9%most shared, VYM and SCHD

FDVVYMSCHD

FDV—18.1%21.7%

VYM18.1%—21.9%

SCHD21.7%21.9%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$294most kept, SCHD

SCHD$300 − $6 = $294

VYM$231 − $4 = $227

FDV$287 − $61 = $226

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee