Screener
FCSH vs FDV
Federated Hermes Short Duration Corporate ETF vs Federated Hermes U.S. Strategic Dividend ETF
Key differences
FCSH is a fixed income ETF, while FDV is an equity ETF. FCSH charges 0.30% a year and FDV 0.50%.
- FCSH is a fixed income fund, while FDV is an equity fund. They carry different risk/return profiles.
- FCSH costs 0.20% less per year.
- FDV is much larger than FCSH. Larger funds are usually more liquid and less likely to close.
- Over the last three years, FDV has delivered higher annualized returns.
Side-by-side comparison
| FCSH | FDV | |
|---|---|---|
| Annual cost (TER) | 0.30% | 0.50% |
| Fund size (AUM) | $65M | $763M |
| Since | 2021 | 2022 |
| Dividend yield | 4.09% | 2.87% |
| Asset class | fixed income | equity |
| Region | north america | north america |
| Strategy | active selection | active selection |
| CAGR 1Y | +4.1% | +20.5% |
| CAGR 3Y | +5.2% | +14.3% |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | 0.64 | 0.85 |
| Volatility 1Y | 1.97% | 10.62% |
| Max drawdown | -8.47% | -16.70% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.