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FDVFederated Hermes U.S. Strategic Dividend ETF

Grow my moneyGet income#553 of 1640 for Get income

Seeks income and long-term capital appreciation.

Federated · Since 2022 (3 years)

Annual Cost

0.50%

#2384 out of 5,332 ETFs

Fund Size

$608M

#1300 out of 5,332 ETFs

Dividend Yield

2.98%

Track Record

3 years

#2944 out of 5,332 ETFs

Performance

1 Year

+20.5%

3 Years

+12.9%

5 Years

N/A

What's inside

Asset class
Strategy
index tracking
Cap
multi cap
Factor
dividend

Asset allocation

Stocks
99.4%
Cash
0.6%

Sector breakdown

Utilities
18.2%
Financial Services
15.5%
Healthcare
13.0%
Consumer Defensive
11.7%
Energy
11.0%
Technology
9.8%
Real Estate
8.7%
Consumer Cyclical
4.8%
Other
7.3%

Top holdings

Paychex IncPAYX4.1%
Chevron CorpCVX3.8%
PNC Financial Services Group IncPNC3.7%
AbbVie IncABBV3.5%
U.S. BancorpUSB3.4%
Amgen IncAMGN3.2%
WEC Energy Group IncWEC2.9%
Prologis IncPLD2.9%
Amdocs LtdDOX2.7%
CME Group Inc Class ACME2.6%

Risk profile

Volatility (1Y)

11.3%

Moderate

Max drawdown

-16.7%

Worst peak-to-trough loss

Sharpe (3Y)

0.75

Decent risk-adjusted returns

Sortino (3Y)

1.08

Good downside protection

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Data updated on 2026-05-05