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The fund's core strategy involves primarily acquiring common shares of U.S.-based companies that deliver substantial dividends and show strong prospects for increasing those payouts over time. The portfolio management team is committed to investing solely in American entities—defined as firms incorporated, operating within, or listed on stock exchanges in the United States. These holdings typically consist of stocks from businesses categorized as having a large or medium market capitalization.
Is FDV's expense ratio expensive, average, or a steal for its category?
Pro reveals the verdict on a 5-tier spectrum calibrated against ICI 2025 industry averages, with strategy-aware bands so the comparison is meaningful.
Federated Hermes US Strategic Dividend ETF is an actively managed ETF targeting "high dividend-paying U.S. stocks with dividend growth potential." I maintain a Hold rating on FDV, as I expect its YTD edge over IVV to dissipate in the coming months. I currently favor GARP and quality factors and remain cautious about low volatility and value, and FDV is heavy in the latter two, which will restrain upside capture.
Geopolitical conflicts are creating uncertainty in the markets. There is nothing markets dislike more than uncertainty, which is why there is so much volatility.
FDV is an actively managed large-cap dividend ETF comprised of about 50 U.S. securities. Its net expense ratio is 0.50% and the fund has $612M in assets under management. Underpinning the strategy is the belief that high-dividend stocks will outperform the market with less volatility over the long run. Managers cite research over the last 50 years as support. While FDV has struggled to keep up with similar-yielding peers since its November 2022 launch, a material improvement in its portfolio-level earnings growth rate is a reason to be optimistic.
Federated Hermes U.S. Strategic Dividend ETF (NYSEARCA:FDV - Get Free Report) saw a significant increase in short interest in the month of December. As of December 31st, there was short interest totaling 85,031 shares, an increase of 60.1% from the December 15th total of 53,113 shares. Currently, 0.4% of the shares of the stock are
Osaic Holdings Inc. grew its holdings in shares of Federated Hermes U.S. Strategic Dividend ETF (NYSEARCA:FDV) by 6.7% in the undefined quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 289,522 shares of the company's stock after purchasing an additional 18,220 shares during the