FDV Alternatives & Similar ETFs

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 87 ETFs in the Large Cap Value Equities category with lower expense ratios, going as low as 0.04%.

Symbol	Name	Expense Ratio	AUM	Inception
IUSV	iShares Core S&P U.S. Value ETF	0.04%	26.12B	Jul 2000	FDV vs IUSV
ILCV	iShares Morningstar Value ETF	0.04%	1.27B	Jun 2004	FDV vs ILCV
SPYV	SPDR Portfolio S&P 500 Value ETF	0.04%	35.22B	Sep 2000	FDV vs SPYV
SCHV	Schwab U.S. Large-Cap Value ETF	0.04%	15.54B	Dec 2009	FDV vs SCHV
VTV	Vanguard Value ETF	0.04%	238.00B	Jan 2004	FDV vs VTV

Best Risk-Adjusted Alternatives to FDV

FDV has a PortfoliosLab risk / return rank of 63. There are 75 ETFs in the Large Cap Value Equities category with higher risk-adjusted ranks, going as high as 97.

Symbol	Name	Risk / Return Rank	AUM	Inception
VLUE	iShares Edge MSCI USA Value Factor ETF	97	15.87B	Apr 2013	FDV vs VLUE
SEIV	SEI Enhanced US Large Cap Value Factor ETF	93	956.28M	May 2022	FDV vs SEIV
LSVD	LSV Disciplined Value ETF	92	617.15M	Dec 2024	FDV vs LSVD
AVLV	Avantis U.S. Large Cap Value ETF	91	12.01B	Sep 2021	FDV vs AVLV
FNDX	Schwab Fundamental U.S. Large Company Index ETF	90	25.47B	Aug 2013	FDV vs FNDX

Top Performing FDV Alternatives (YTD)

FDV is at 11.72% YTD. There are 48 ETFs in the Large Cap Value Equities category with higher YTD returns, going as high as 49.00%.

Symbol	Name	YTD Return	AUM	Inception
VLUE	iShares Edge MSCI USA Value Factor ETF	49.00%	15.87B	Apr 2013	FDV vs VLUE
CBSE	Clough Select Equity ETF	32.18%	52.30M	Nov 2020	FDV vs CBSE
ELCV	Eventide High Dividend ETF	21.38%	150.61M	Sep 2024	FDV vs ELCV
ROE	Astoria US Equal Weight Quality Kings ETF	20.98%	164.26M	Jul 2023	FDV vs ROE
AVLV	Avantis U.S. Large Cap Value ETF	20.64%	12.01B	Sep 2021	FDV vs AVLV

Lowest Volatility Alternatives to FDV

FDV has 10.74% 1-year volatility. There are 52 ETFs in the Large Cap Value Equities category with lower 1-year volatility, going as low as 8.76%.

Symbol	Name	Volatility 1Y	AUM	Inception
MDLV	Morgan Dempsey Large Cap Value ETF	8.76%	32.39M	Apr 2023	FDV vs MDLV
FUNL	CornerCap Fundametrics Large-Cap ETF FUNL	8.82%	212.00M	Aug 2020	FDV vs FUNL
ABEQ	Absolute Select Value ETF	8.91%	140.50M	Jan 2020	FDV vs ABEQ
BGIG	Bahl & Gaynor Income Growth ETF	9.00%	342.03M	Sep 2023	FDV vs BGIG
DIVZ	Opal Dividend Income ETF	9.28%	247.48M	Jan 2021	FDV vs DIVZ

Lowest Drawdown Alternatives to FDV

FDV has a 1-year max drawdown of -5.70%. There are 15 ETFs in the Large Cap Value Equities category with shallower 1-year drawdowns, going as shallow as -3.83%.

Symbol	Name	Max Drawdown 1Y	AUM	Inception
FUNL	CornerCap Fundametrics Large-Cap ETF FUNL	-3.83%	212.00M	Aug 2020	FDV vs FUNL
PWV	Invesco Dynamic Large Cap Value ETF	-4.05%	1.50B	Mar 2005	FDV vs PWV
FDL	First Trust Morningstar Dividend Leaders Index Fun...	-4.27%	7.39B	Mar 2006	FDV vs FDL
MDLV	Morgan Dempsey Large Cap Value ETF	-4.27%	32.39M	Apr 2023	FDV vs MDLV
GCOW	Pacer Global Cash Cows Dividend ETF	-4.77%	3.35B	Feb 2016	FDV vs GCOW

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
FHYS	Federated Hermes Short Duration High Yield ETF	High Yield Bonds	82	1.48%	49.20M	Dec 2021	FDV vs FHYS
FCSH	Federated Hermes Short Duration Corporate ETF	Short-Term Bond	71	0.67%	64.60M	Dec 2021	FDV vs FCSH
FTRB	Federated Hermes Total Return Bond ETF	Intermediate Core-Plus Bond	43	0.07%	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 11 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
CGDV	Capital Group Dividend Value ETF	Large Cap Value Equities, Dividend	76	11.89%	35.12B	Feb 2022	FDV vs CGDV
FDVV	Fidelity High Dividend ETF	Large Cap Blend Equities, Dividend	64	8.39%	9.18B	Sep 2016	FDV vs FDVV
QQQ	Invesco QQQ ETF	Nasdaq-100	73	21.30%	493.99B	Mar 1999	FDV vs QQQ
SCHD	Schwab U.S. Dividend Equity ETF	Dividend	80	19.01%	94.95B	Oct 2011	FDV vs SCHD
DGRW	WisdomTree U.S. Quality Dividend Growth Fund	Dividend, Large Cap Growth Equities	60	9.10%	16.64B	May 2013	FDV vs DGRW
KTEC	KraneShares Hang Seng TECH Index ETF	China Equities	6	-11.17%	53.37M	Jun 2021	FDV vs KTEC
SPHD	Invesco S&P 500® High Dividend Low Volatility ETF	Dividend, S&P 500, Large Cap Value Equities	21	4.38%	3.23B	Oct 2012	FDV vs SPHD
SPY	State Street SPDR S&P 500 ETF	S&P 500	70	10.91%	781.00B	Jan 1993	FDV vs SPY
IVV	iShares Core S&P 500 ETF	S&P 500	70	10.85%	854.92B	May 2000	FDV vs IVV
SPLV	Invesco S&P 500 Low Volatility ETF	S&P 500, Large Cap Value Equities	8	1.32%	6.91B	May 2011	FDV vs SPLV
JEPQ	JPMorgan Nasdaq Equity Premium Income ETF	Nasdaq-100, Derivative Income	74	9.54%	39.63B	May 2022	FDV vs JEPQ
FNILX	Fidelity ZERO Large Cap Index Fund	Large Cap Blend Equities	71	11.56%	—	—	FDV vs FNILX
GLCC.TO	Global X Gold Producer Equity Covered Call ETF	Derivative Income, Gold	39	-0.45%	597.10M	Apr 2011	FDV vs GLCC.TO
DIVO	Amplify CWP Enhanced Dividend Income ETF	Derivative Income	61	5.53%	7.11B	Dec 2016	FDV vs DIVO
DGRO	iShares Core Dividend Growth ETF	Large Cap Growth Equities, Dividend	71	8.76%	40.46B	Jun 2014	FDV vs DGRO
HDV	iShares Core High Dividend ETF	Dividend, Large Cap Value Equities	64	12.69%	13.41B	Mar 2011	FDV vs HDV
PREF	Principal Spectrum Preferred Secs Active ETF	Preferred Stock/Convertible Bonds	64	1.65%	1.70B	Jul 2017	FDV vs PREF
QQQI	NEOS Nasdaq-100 High Income ETF	Nasdaq-100, Derivative Income	68	13.43%	12.25B	Jan 2024	FDV vs QQQI
DLN	WisdomTree US LargeCap Dividend ETF	Large Cap Growth Equities, Dividend	77	9.93%	6.04B	Jun 2006	FDV vs DLN
FSMAX	Fidelity Extended Market Index Fund	Mid Cap Growth Equities	47	14.89%	—	—	FDV vs FSMAX

Compare FDV with Any Fund or Stock

Compare FDV with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.

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Diversifiers

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

Federated Hermes U.S. Strategic Dividend ETF (FDV) Alternatives