RBLD vs FDV

ARBLD

BFDV

Measures won1–4FDV wins · of 6 · 5Y

$10,000 · 5Y$16,359RBLD

Lowest cost0.61%FDV · $61 on $10k

Most income2.85%FDV · $285 on $10k

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

Held in common11.4%RBLD and FDV

RBLD

FDV

First Trust Alerian U.S. NextGen Infrastructure ETF · $42MFederated Hermes U.S. Strategic Dividend ETF · $1.0B

+22.1%3 years · per year$18,214 · $17,682+20.9%

+10.3%5 years · per year$16,359 · […][…]

0.65%Expense ratio$65 · $61 on $10k · lower wins0.61%

1.03%12-mo yield$103 · $285 on $10k2.85%

−8.7%Worst dropSmaller wins−7.4%

14.6%VolatilityLower wins11.1%

1–4FDV wins

$10,000 · 5 yearsOne scale

Shared top holdingsRBLD · FDV

1.1%AMT1.9%

1.1%WEC3.3%

1.1%SO1.3%

1.1%NEE2.3%

Held in common11.4%

End-of-day Nov 3, 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	ARBLD	First Trust Alerian U.S. NextGen Infrastructure ETFRead Desk		0.65%	1.03%	+0.7%	+14.9%	+11.9%	+22.1%	+10.3%	−8.7%	$42M
2	BFDV	Federated Hermes U.S. Strategic Dividend ETFRead Desk		0.61%	2.85%	−1.3%	+22.5%	+25.8%	+20.9%	new	−7.4%	$1.0B

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

Both

5Y2 funds

#			Trend
1	ARBLD	First Trust Alerian U.S. NextGen Infrastructure ETFRead Desk		0.65%	1.03%	+0.7%	+14.9%	+11.9%	+22.1%	+10.3%	−8.7%	$42M
2	BFDV	Federated Hermes U.S. Strategic Dividend ETFRead Desk		0.61%	2.85%	−1.3%	+22.5%	+25.8%	+20.9%	new	−7.4%	$1.0B

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

Cards for this view

RBLD vs FDV

RBLD

First Trust Alerian U.S. NextGen Infrastructure

$16,359

FDV

Federated Hermes U.S. Strategic Dividend

[…]

MeasureRBLDFDV

Fee0.65%0.61%

Cost on $10k a year$65$61

Yield1.03%2.85%

5 years, per year+10.3%[…]

3 years, per year+22.1%+20.9%

Worst drop · 1Y−8.7%−7.4%

Volatility · 1Y14.6%11.1%

4–1measures won
FDV first

11.4%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

Overlap: RBLD, FDV

Today

11.4%most shared, RBLD and FDV

RBLDFDV

RBLD—11.4%

FDV11.4%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$224most kept, FDV

FDV$285 − $61 = $224

RBLD$103 − $65 = $38

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee