Screener
FDV vs FCSH
Federated Hermes U.S. Strategic Dividend ETF vs Federated Hermes Short Duration Corporate ETF
Key differences
FDV is an equity ETF, while FCSH is a fixed income ETF. FDV charges 0.50% a year and FCSH 0.30%.
- FDV is an equity fund, while FCSH is a fixed income 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
| FDV | FCSH | |
|---|---|---|
| Annual cost (TER) | 0.50% | 0.30% |
| Fund size (AUM) | $763M | $65M |
| Since | 2022 | 2021 |
| Dividend yield | 2.87% | 4.09% |
| Asset class | equity | fixed income |
| Region | north america | north america |
| Strategy | active selection | active selection |
| CAGR 1Y | +20.5% | +4.1% |
| CAGR 3Y | +14.3% | +5.2% |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | 0.85 | 0.64 |
| Volatility 1Y | 10.62% | 1.97% |
| Max drawdown | -16.70% | -8.47% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.