Compare · 4 funds side by side · dividends reinvested

FSCC, DFAS, IJH and IWF

FSCCFederated Hermes×DFASDimensional×IJHiShares×IWFiShares×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$15,892IWF · best of the four

02 / 04

FSCC, DFAS, IJH and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P Mid-Cap ETFUS Stock Styles · Mid cap0.05%1.21%+13.6%+17.5%+16.9%+7.0%−8.8%15.8%$125B1.9

Dimensional - US Small Cap ETFUS Stock Styles · Small cap0.30%1.00%+16.1%+20.9%+17.5%+7.0%−9.4%15.9%$34.7B2.0

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.38%−2.5%−2.2%+19.8%+9.7%−14.6%19.5%$118B2.9

Federated Hermes MDT Small Cap Core ETFUS Stock Styles · Small cap0.50%0.24%+14.0%+17.7%[…][…]−11.8%18.7%$444M3.0

Rank among the four1st → 4thFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 9, 2026 · returns include dividends · since: FSCC 2024 · DFAS 1992 · IJH 2000 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

Federated Hermes MDT Small Cap Core ETF · $444M[…]

FSCC

DFAS

Dimensional - US Small Cap ETF · $34.7B$14,033

$10,000 five years ago, dividends reinvested · they hold 12.9% in common

FSCCMeasureDFAS

+14.0%Year to dateJan 1 → Nov 9+16.1%

+17.7%1 yearTotal return+20.9%

[…]3 years · per year$10,000 became […] · $16,239+17.5%

[…]5 years · per year$10,000 became […] · $14,033+7.0%

0.50%Expense ratio$50 · $30 a year on $10k · lower is better0.30%

0.24%Trailing 12-mo yield$24 · $100 a year on $10k1.00%

−11.8%Worst dropSmaller is better−9.4%

18.7%VolatilityLower is calmer15.9%

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

0–6DFAS wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

FSCC vs DFAS: Top 5 Holdings

Today

FSCC

7.6%in top 5

DFAS

in top 51.3%

FSCCStockDFAS

2.3%AHRnot top 5

1.4%CLBKnot top 5

1.3%AInot top 5

1.3%HGnot top 5

1.3%PSTLnot top 5

not top 5SWKS0.3%

not top 5ELAN0.3%

not top 5CCK0.3%

not top 5MOG-A0.2%

not top 5SJM0.2%

Held in common12.9%

End-of-day Nov 9, 2026 · share of each fund

FSCC vs DFAS Returns, Every Period

Federated HermesFSCC

+17.7%

past year

DFASDimensional

+20.9%

past year

FSCCDFASFaded: behind in that period

0–2DFAS wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

FSCC vs IJH

YTD

Federated HermesFSCC

+14.0%

IJHiShares

+13.6%

+14.0%Year to date+13.6%

−11.8%Worst drop · 1Y−8.8%

18.7%Volatility · 1Y15.8%

0.2%Yield1.2%

$444MAssets$125B

3–1IJH wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: FSCC, DFAS, IJH, IWF

Today

0.05%lowest, IJH

FundExpense ratioFee$10k

IJH0.05%$5

IWF0.18%$18

DFAS0.30%$30

FSCC0.50%$50

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: FSCC, DFAS, IJH, IWF

1.21%highest, IJH

FundTrailing yieldYield$10k

IJH1.21%$121

DFAS1.00%$100

IWF0.38%$38

FSCC0.24%$24

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$116most kept, IJH

IJH$121 − $5 = $116

DFAS$100 − $30 = $70

IWF$38 − $18 = $20

FSCC$24 − $50 = −$26

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: FSCC, DFAS, IJH, IWF

Today

40.7%most shared, DFAS and IJH

FSCCDFASIJHIWF

FSCC—12.9%5.6%0.3%

DFAS12.9%—40.7%1.4%

IJH5.6%40.7%—1.8%

IWF0.3%1.4%1.8%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+20.9%DFAS, at 15.9% volatility

IJHWorst drop−8.8%15.8% vol

DFASWorst drop−9.4%15.9% vol

FSCCWorst drop−11.8%18.7% vol

IWFWorst drop−14.6%19.5% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

IJHDFAS

+13.6%Year to date+16.1%

1.2%Yield1.0%

+17.5%Past year+20.9%

0.05%Fee0.30%

2–2level

End-of-day Nov 9, 2026

Popular Pairs Near These Four

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$61.4B

1–1level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026