Compare · 4 funds side by side · dividends reinvested

FSCC, DFAS, IWF and VO

FSCCFederated Hermes×DFASDimensional×IWFiShares×VOVanguard×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$15,330IWF · best of the four

02 / 04

FSCC, DFAS, IWF and VO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Mid-Cap ETFUS Stock Styles · Mid cap0.03%1.34%+14.7%+15.3%+20.7%+7.4%−8.2%12.4%$103B1.8

Dimensional - US Small Cap ETFUS Stock Styles · Small cap0.30%1.00%+17.0%+20.4%+19.3%+8.1%−9.4%15.3%$35.2B2.0

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.37%−0.1%−3.0%+22.3%+10.6%−15.6%18.3%$121B2.9

Federated Hermes MDT Small Cap Core ETFUS Stock Styles · Small cap0.50%0.23%+14.8%+15.1%[…][…]−11.4%18.2%$451M3.2

Rank among the four1st → 4thFee, 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: FSCC 2024 · DFAS 1992 · IWF 2000 · VO 2004

Head to Head

Swap sides Versus in desk

Head to Head

Federated Hermes MDT Small Cap Core ETF · $451M[…]

FSCC

DFAS

Dimensional - US Small Cap ETF · $35.2B$13,932

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

FSCCMeasureDFAS

+14.8%Year to dateJan 1 → Nov 5+17.0%

+15.1%1 yearTotal return+20.4%

[…]3 years · per year$10,000 became […] · $16,976+19.3%

[…]5 years · per year$10,000 became […] · $14,758+8.1%

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

0.23%Trailing 12-mo yield$23 · $100 a year on $10k1.00%

−11.4%Worst dropSmaller is better−9.4%

18.2%VolatilityLower is calmer15.3%

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

0–6DFAS wins

End-of-day Nov 5, 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

7.3%in top 5

DFAS

in top 51.4%

FSCCStockDFAS

2.2%AHRnot top 5

1.3%CLBKnot top 5

1.3%AInot top 5

1.3%SLDEnot top 5

1.2%HGnot top 5

not top 5SWKS0.3%

not top 5HALO0.3%

not top 5ELAN0.3%

not top 5CCK0.2%

not top 5AIT0.2%

Held in common12.9%

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

FSCC vs DFAS Returns, Every Period

Federated HermesFSCC

+15.1%

past year

DFASDimensional

+20.4%

past year

FSCCDFASFaded: behind in that period

0–2DFAS wins

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

FSCC vs VO

YTD

Federated HermesFSCC

+14.8%

VOVanguard

+14.7%

+14.8%Year to date+14.7%

−11.4%Worst drop · 1Y−8.2%

18.2%Volatility · 1Y12.4%

0.2%Yield1.3%

$451MAssets$103B

3–1VO wins

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

Cost, Income and Risk

Fees: FSCC, DFAS, IWF, VO

Today

0.03%lowest, VO

FundExpense ratioFee$10k

VO0.03%$3

IWF0.18%$18

DFAS0.30%$30

FSCC0.50%$50

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

Yields: FSCC, DFAS, IWF, VO

1.34%highest, VO

FundTrailing yieldYield$10k

VO1.34%$134

DFAS1.00%$100

IWF0.37%$37

FSCC0.23%$23

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

Income After Fees on $10,000

$131most kept, VO

VO$134 − $3 = $131

DFAS$100 − $30 = $70

IWF$37 − $18 = $19

FSCC$23 − $50 = −$27

KeptFee

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

Overlap: FSCC, DFAS, IWF, VO

Today

12.9%most shared, FSCC and DFAS

FSCCDFASIWFVO

FSCC—12.9%0.3%0.0%

DFAS12.9%—1.4%0.1%

IWF0.3%1.4%—9.2%

VO0.0%0.1%9.2%—

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

Return vs Bumpiness: 4 ETFs

+20.4%DFAS, at 15.3% volatility

VOWorst drop−8.2%12.4% vol

DFASWorst drop−9.4%15.3% vol

FSCCWorst drop−11.4%18.2% vol

IWFWorst drop−15.6%18.3% vol

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

Paid More vs Made More

YTD

VODFAS

+14.7%Year to date+17.0%

1.3%Yield1.0%

+15.3%Past year+20.4%

0.03%Fee0.30%

2–2level

End-of-day Nov 5, 2026

Popular Pairs Near These Four

VUG vs SCHG

YTD

VanguardVUG

+6.3%

SCHGSchwab

+6.8%

+6.3%Year to date+6.8%

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

$233BAssets$62.5B

1–1level

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