The Federated Hermes U.S. Strategic Dividend ETF (FDV) is sponsored by Federated Hermes, a renowned asset management firm with a history dating back to 1955. This ETF is designed to track the Deutsche Bank CROCI US+ Index, which focuses on the total return performance of 40 select stocks from the S&P 500 Index. The unique selection process excludes financial companies, making it a large and giant cap value play that offers stability and the potential for dividends. While the fund carries a relatively higher expense ratio, it has demonstrated strong performance, outpacing the S&P 500 over both the short and long term, making it an intriguing option for investors seeking outsized returns in the large and giant cap segment.
The First Trust Value Line Dividend ETF (FDV) focuses on delivering dividend income to its investors. To be eligible for these dividends, investors typically need to hold shares of FDV before the ex-dividend date, which is determined by the fund's dividend distribution schedule. FDV usually distributes dividends on a quarterly basis, and the amount of the distribution is influenced by the dividend policies and performances of the underlying companies within the Value Line Dividend Index. Investors looking for a mix of income and potential for capital appreciation may find FDV to be a suitable choice.
The Federated Hermes U.S. Strategic Dividend ETF, represented by the symbol FDV, closely tracks the Deutsche Bank CROCI US+ Index. This index is designed to mirror the total return performance of 40 stocks within the Selection Pool featuring the lowest positive CROCI Economic Price Earnings Ratios. The Selection Pool is derived from the top 251 companies by Market Capitalization in the S&P 500 Index, excluding financial companies. As a result, FDV is positioned as a large and giant cap value play, offering a stable alternative to the often volatile financial sector. With a portfolio of approximately 50 securities, FDV ensures diversification, with no single company accounting for more than 2.5% of total assets. While it does come with a relatively high expense ratio of 65 basis points, FDV has demonstrated strong performance, outperforming the S&P 500 over both short and long timeframes, making it an attractive option for investors seeking potential outsized returns.
The correlation aspect of the Federated Hermes U.S. Strategic Dividend ETF (FDV) is influenced by its focus on large and giant-cap value stocks within the U.S. equity market. Given its selection criteria based on CROCI Economic Price Earnings Ratios and exclusion of financial companies, FDV's correlation with the broader market can vary. Investors interested in this ETF often seek insights into its correlation with other assets and sectors to gauge its performance within their portfolios. Our tool, ETF Insider, provides a comprehensive solution for studying FDV's correlations and obtaining in-depth data on various U.S. ETFs. With its user-friendly web app and visualization tools, ETF Insider enables investors to uncover correlations and overlaps, aiding in more informed investment decisions. Whether you're interested in FDV's correlation with specific sectors or its broader market behavior, ETF Insider offers valuable insights for your investment strategy.
The Federated Hermes U.S. Strategic Dividend ETF (FDV) focuses on large and giant cap value stocks within the U.S. equity market, excluding financial companies. The ETF tracks the Deutsche Bank CROCI US+ Index, which consists of the 40 shares with the lowest positive CROCI Economic Price Earnings Ratios from a pool of 251 shares with the highest Market Capitalization in the S&P 500 Index. This strategy provides investors with exposure to some of the safest firms in the world, typically in more stable industries, and offers dividends and stability in a well-balanced portfolio. While the fund has a relatively high expense ratio, it has historically outperformed the S&P 500, making it an attractive choice for investors seeking outsized returns in the large and giant cap value segment.
The exposure characteristic of the Federated Hermes U.S. Strategic Dividend ETF (FDV) is centered around the Deutsche Bank CROCI US+ Index. This index is designed to reflect the total return performance of the forty shares in the Selection Pool with the lowest positive CROCI Economic Price Earnings Ratios, drawn from the 251 shares with the highest Market Capitalization in the S&P 500 Index, while excluding shares issued by financial companies. Consequently, FDV offers investors a large and giant cap value play, with an exclusion of the often volatile financial market. This ETF is tailored for investors with a longer-term horizon, providing exposure to mega and cap value stocks known for their dividends and rock-solid stability. While FDV has a relatively high expense ratio at 65 basis points, it has demonstrated solid short-term and remarkable long-term outperformance compared to the S&P 500, making it an attractive option for investors willing to tolerate higher fees. To explore FDV's exposure further and discover correlations and overlaps, investors can use the ETF Insider web app for comprehensive and insightful data visualization on US ETFs.
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5 min readThe FDV ETF is a specialized investment fund that focuses on global companies in the relevant sectors. This exchange-traded fund offers investors exposure to a diverse range of innovative and cutting-edge companies engaged in advancements in the industry. Discover the potential growth opportunities and risks associated with investing in this dynamic sector through the FDV ETF.
4 min readThe FDVV ETF is a specialized investment fund that focuses on a specific sector. This exchange-traded fund offers investors exposure to a range of companies in this sector.
6 min readThe FDVV ETF is a specialized investment fund that focuses on global companies in the relevant sectors. This exchange-traded fund offers investors exposure to a diverse range of innovative and cutting-edge companies engaged in advancements in the industry. Discover the potential growth opportunities and risks associated with investing in this dynamic sector through the FDVV ETF.
ETF Insider is a novel portfolio optimization tool that uses the power of data visualization to gain insight into portfolio compositions, concentration risks, portfolio efficiency and more. Complex financial data can be transformed into visually appealing and easily digestible graphs and charts, allowing investors to quickly identify trends and make well-informed investment decisions. Not only does this save time, but it also increases the accuracy and effectiveness of portfolio management.
