Compare · 2 funds side by side · dividends reinvested

FLCC and SPY

FLCCFederated Hermes×SPYSPDR×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,099SPY · best of the two

02 / 04

FLCC and SPY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%0.99%+13.3%+13.4%+24.1%+12.6%−8.9%12.9%$805B1.1

Federated Hermes MDT Large Cap Core ETFUS Stock Styles · Large cap0.40%0.45%+13.2%+14.8%[…][…]−9.3%13.2%$178M1.8

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

End-of-day Nov 5, 2026 · returns include dividends · since: FLCC 2024 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

Federated Hermes MDT Large Cap Core ETF · $178M[…]

FLCC

SPY

State Street SPDR S&P 500 ETF · $805B$17,099

$10,000 five years ago, dividends reinvested · they hold 47.6% in common

FLCCMeasureSPY

+13.2%Year to dateJan 1 → Nov 5+13.3%

+14.8%1 yearTotal return+13.4%

[…]3 years · per year$10,000 became […] · $19,132+24.1%

[…]5 years · per year$10,000 became […] · $18,060+12.6%

0.40%Expense ratio$40 · $9 a year on $10k · lower is better0.09%

0.45%Trailing 12-mo yield$45 · $99 a year on $10k0.99%

−9.3%Worst dropSmaller is better−8.9%

13.2%VolatilityLower is calmer12.9%

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

1–5SPY wins

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

More Ways to See the Pairs

FLCC vs SPY: Top 5 Holdings

Today

FLCC

26.4%in top 5

SPY

in top 527.7%

FLCCStockSPY

6.5%AAPL7.7%

7.4%NVDA7.3%

4.0%MSFT6.2%

5.3%GOOGL2.6%

3.2%AMZN3.9%

Held in common47.6%

End-of-day Nov 5, 2026 · share of each fund

FLCC vs SPY Returns, Every Period

Federated HermesFLCC

+14.8%

past year

SPYSPDR

+13.4%

past year

FLCCSPYFaded: behind in that period

1–1Level

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

Stocks vs Core: FLCC vs SPY

YTD

Federated HermesFLCC

+13.2%

SPYSPDR

+13.3%

+13.2%Year to date+13.3%

−9.3%Worst drop · 1Y−8.9%

13.2%Volatility · 1Y12.9%

0.4%Yield1.0%

$178MAssets$805B

4–0SPY wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: FLCC, SPY

Today

0.09%lowest, SPY

FundExpense ratioFee$10k

SPY0.09%$9

FLCC0.40%$40

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: FLCC, SPY

0.99%highest, SPY

FundTrailing yieldYield$10k

SPY0.99%$99

FLCC0.45%$45

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$90most kept, SPY

SPY$99 − $9 = $90

FLCC$45 − $40 = $5

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: FLCC, SPY

Today

47.6%most shared, FLCC and SPY

FLCCSPY

FLCC—47.6%

SPY47.6%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+14.8%FLCC, at 13.2% volatility

SPYWorst drop−8.9%12.9% vol

FLCCWorst drop−9.3%13.2% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

SPYFLCC

+13.3%Year to date+13.2%

1.0%Yield0.4%

+13.4%Past year+14.8%

0.09%Fee0.40%

3–1SPY wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 5, 2026