Screener
FTRB vs FDV
Federated Hermes Total Return Bond ETF vs Federated Hermes U.S. Strategic Dividend ETF
Key differences
FTRB is a fixed income ETF, while FDV is an equity ETF. FTRB charges 0.39% a year and FDV 0.50%.
- FTRB is a fixed income fund, while FDV is an equity fund. They carry different risk/return profiles.
- FTRB costs 0.11% less per year.
Side-by-side comparison
| FTRB | FDV | |
|---|---|---|
| Annual cost (TER) | 0.39% | 0.50% |
| Fund size (AUM) | $551M | $763M |
| Since | 2024 | 2022 |
| Dividend yield | 4.29% | 2.87% |
| Asset class | fixed income | equity |
| Region | north america | north america |
| Strategy | active selection | active selection |
| CAGR 1Y | +5.2% | +20.5% |
| CAGR 3Y | N/A | +14.3% |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | N/A | 0.85 |
| Volatility 1Y | 3.57% | 10.62% |
| Max drawdown | -4.83% | -16.70% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.