Federated Hermes U.S. Strategic Dividend ETF (FDV) belongs to the Large Cap Value Equities category. Below you'll find alternative ETFs from the same category, ranked by key criteria, plus funds that investors commonly compare with FDV. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to FDV
FDV charges 0.50% annually. There are 92 ETFs in the Large Cap Value Equities category with lower expense ratios, going as low as 0.04%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| iShares Core S&P U.S. Value ETF | 0.04% | 26.18B | Jul 2000 | FDV vs IUSV | |
| iShares Morningstar Value ETF | 0.04% | 1.38B | Jun 2004 | FDV vs ILCV | |
| Vanguard Value ETF | 0.04% | 245.00B | Jan 2004 | FDV vs VTV | |
| Schwab U.S. Large-Cap Value ETF | 0.04% | 15.79B | Dec 2009 | FDV vs SCHV | |
| SPDR Portfolio S&P 500 Value ETF | 0.04% | 35.07B | Sep 2000 | FDV vs SPYV |
Best Risk-Adjusted Alternatives to FDV
Among 121 ETFs in the Large Cap Value Equities category with risk / return rank data, the top risk-adjusted alternatives shown here go as high as 96.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| iShares MSCI USA Value Factor ETF | 96 | 14.76B | Apr 2013 | FDV vs VLUE | |
| SEI Enhanced US Large Cap Value Factor ETF | 92 | 956.28M | May 2022 | FDV vs SEIV | |
| Invesco Dynamic Large Cap Value ETF | 91 | 1.53B | Mar 2005 | FDV vs PWV | |
| Avantis U.S. Large Cap Value ETF | 91 | 12.01B | Sep 2021 | FDV vs AVLV | |
| LSV Disciplined Value ETF | 90 | 617.15M | Dec 2024 | FDV vs LSVD |
Top Performing FDV Alternatives (YTD)
Among 134 ETFs in the Large Cap Value Equities category with YTD return data, the top-performing alternatives shown here go as high as 45.30%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| iShares MSCI USA Value Factor ETF | 45.30% | 14.76B | Apr 2013 | FDV vs VLUE | |
| Clough Select Equity ETF | 27.35% | 55.44M | Nov 2020 | FDV vs CBSE | |
| Eventide High Dividend ETF | 23.11% | 150.61M | Sep 2024 | FDV vs ELCV | |
| Avantis U.S. Large Cap Value ETF | 20.57% | 12.01B | Sep 2021 | FDV vs AVLV | |
| Astoria US Equal Weight Quality Kings ETF | 19.29% | 164.26M | Jul 2023 | FDV vs ROE |
Lowest Volatility Alternatives to FDV
FDV has 12.45% 1-year volatility. There are 103 ETFs in the Large Cap Value Equities category with lower 1-year volatility, going as low as 8.95%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Absolute Select Value ETF | 8.95% | 141.50M | Jan 2020 | FDV vs ABEQ | |
| Morgan Dempsey Large Cap Value ETF | 8.95% | 32.39M | Apr 2023 | FDV vs MDLV | |
| WisdomTree U.S. LargeCap Dividend Fund | 9.03% | 6.12B | Jun 2006 | FDV vs DLN | |
| Bahl & Gaynor Income Growth ETF | 9.05% | 342.03M | Sep 2023 | FDV vs BGIG | |
| WisdomTree U.S. Total Dividend Fund | 9.41% | 1.61B | Jun 2006 | FDV vs DTD |
Lowest Drawdown Alternatives to FDV
Among 121 ETFs in the Large Cap Value Equities category with 1-year drawdown data, the lowest-drawdown alternatives shown here go as shallow as -4.05%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Invesco Dynamic Large Cap Value ETF | -4.05% | 1.53B | Mar 2005 | FDV vs PWV | |
| Morgan Dempsey Large Cap Value ETF | -4.27% | 32.39M | Apr 2023 | FDV vs MDLV | |
| First Trust Morningstar Dividend Leaders Index Fun... | -4.27% | 9.22B | Mar 2006 | FDV vs FDL | |
| Hartford US Value ETF | -4.93% | 48.54M | Dec 2023 | FDV vs VMAX | |
| Eventide High Dividend ETF | -5.05% | 150.61M | Sep 2024 | FDV vs ELCV |
Other ETFs from Federated
The 3 most viewed Federated ETFs shown here include FHYS, FCSH, FTRB and span 3 categories. AUM among these funds goes as high as $468M.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Federated Hermes Short Duration High Yield ETF | High Yield Bonds | 80 | 1.65% | 49.20M | Dec 2021 | FDV vs FHYS | |
| Federated Hermes Short Duration Corporate ETF | Short-Term Bond | 61 | 0.48% | 64.60M | Dec 2021 | FDV vs FCSH | |
| Federated Hermes Total Return Bond ETF | Intermediate Core-Plus Bond | 41 | 0.41% | 467.50M | Jan 2024 | FDV vs FTRB |
Often Compared With FDV
Investors most often compare FDV with CGDV, FDVV, QQQ. These 20 comparison targets span 12 categories, based on PortfoliosLab usage data.
Compare FDV with Any Fund or Stock
Compare FDV with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair FDV with funds that move differently
Federated Hermes U.S. Strategic Dividend ETF alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to FDV.
Explore FDV Diversifiers