Compare · 2 funds side by side · dividends reinvested

PRFZ and FSCC

PRFZInvesco×FSCCFederated Hermes×

Versus in desk

Story of the two · Growth1Y$10,000 one year agoDividends reinvested · both on one scale$11,842PRFZ · best of the two

02 / 04

PRFZ and FSCC, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Invesco RAFI US 1500 Small-Mid ETFUS Stock Styles · Large cap0.36%0.83%+16.8%+18.4%+21.9%+8.2%−10.4%16.9%$2.7B1.0

Federated Hermes MDT Small Cap Core ETFUS Stock Styles · Small cap0.50%0.24%+13.3%+13.8%[…][…]−11.4%18.1%$450M2.0

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 3, 2026 · returns include dividends · since: PRFZ 2006 · FSCC 2024

Head to Head

Swap sides Versus in desk

Head to Head

Invesco RAFI US 1500 Small-Mid ETF · $2.7B$14,863

PRFZ

FSCC

Federated Hermes MDT Small Cap Core ETF · $450M[…]

$10,000 five years ago, dividends reinvested · they hold 16.3% in common

PRFZMeasureFSCC

+16.8%Year to dateJan 1 → Nov 3+13.3%

+18.4%1 yearTotal return+13.8%

+21.9%3 years · per year$10,000 became $18,127 · […][…]

+8.2%5 years · per year$10,000 became $14,863 · […][…]

0.36%Expense ratio$36 · $50 a year on $10k · lower is better0.50%

0.83%Trailing 12-mo yield$83 · $24 a year on $10k0.24%

−10.4%Worst dropSmaller is better−11.4%

16.9%VolatilityLower is calmer18.1%

PRFZFSCC Winner of the row, in its colourEach row: the bigger of the two fills its side

6–0PRFZ wins

End-of-day Nov 3, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

PRFZ vs FSCC: Top 5 Holdings

Today

PRFZ

2.1%in top 5

FSCC

in top 57.3%

PRFZStockFSCC

not top 5AHR2.1%

not top 5CLBK1.4%

not top 5AI1.3%

not top 5SLDE1.3%

not top 5HG1.2%

0.5%PAYCnot top 5

0.5%SNnot top 5

0.4%DOCUnot top 5

0.4%CRGYnot top 5

0.4%CBRLnot top 5

Held in common16.3%

End-of-day Nov 3, 2026 · share of each fund

PRFZ vs FSCC Returns, Every Period

InvescoPRFZ

+18.4%

past year

FSCCFederated Hermes

+13.8%

past year

PRFZFSCCFaded: behind in that period

2–0PRFZ wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

PRFZ vs FSCC

YTD

InvescoPRFZ

+16.8%

FSCCFederated Hermes

+13.3%

+16.8%Year to date+13.3%

−10.4%Worst drop · 1Y−11.4%

16.9%Volatility · 1Y18.1%

0.8%Yield0.2%

$2.7BAssets$450M

4–0PRFZ wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: PRFZ, FSCC

Today

0.36%lowest, PRFZ

FundExpense ratioFee$10k

PRFZ0.36%$36

FSCC0.50%$50

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: PRFZ, FSCC

0.83%highest, PRFZ

FundTrailing yieldYield$10k

PRFZ0.83%$83

FSCC0.24%$24

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$47most kept, PRFZ

PRFZ$83 − $36 = $47

FSCC$24 − $50 = −$26

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: PRFZ, FSCC

Today

16.3%most shared, PRFZ and FSCC

PRFZFSCC

PRFZ—16.3%

FSCC16.3%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+18.4%PRFZ, at 16.9% volatility

PRFZWorst drop−10.4%16.9% vol

FSCCWorst drop−11.4%18.1% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

PRFZFSCC

+16.8%Year to date+13.3%

0.8%Yield0.2%

+18.4%Past year+13.8%

0.36%Fee0.50%

4–0PRFZ wins

End-of-day Nov 3, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026