Compare · 3 funds side by side · dividends reinvested

FSCC, IWF and SPY

FSCCFederated Hermes×IWFiShares×SPYSPDR×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,493SPY · best of the three

02 / 04

FSCC, IWF 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%1.01%+11.2%+13.5%+21.9%+11.8%−8.9%13.7%$778B1.3

Federated Hermes MDT Small Cap Core ETFUS Stock Styles · Small cap0.50%0.24%+14.0%+17.7%[…][…]−11.8%18.7%$444M2.0

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.38%−2.5%−2.2%+19.8%+9.7%−14.6%19.5%$118B2.5

Rank among the three1st → 3rdFee, 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 · IWF 2000 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

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

FSCC

IWF

iShares Russell 1000 Growth ETF · $118B$15,892

$10,000 five years ago, dividends reinvested · they hold 0.3% in common

FSCCMeasureIWF

+14.0%Year to dateJan 1 → Nov 9−2.5%

+17.7%1 yearTotal return−2.2%

[…]3 years · per year$10,000 became […] · $17,207+19.8%

[…]5 years · per year$10,000 became […] · $15,892+9.7%

0.50%Expense ratio$50 · $18 a year on $10k · lower is better0.18%

0.24%Trailing 12-mo yield$24 · $38 a year on $10k0.38%

−11.8%Worst dropSmaller is better−14.6%

18.7%VolatilityLower is calmer19.5%

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

4–2FSCC 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 IWF: Top 5 Holdings

Today

FSCC

7.6%in top 5

IWF

in top 539.7%

FSCCStockIWF

not top 5NVDA14.3%

not top 5AAPL8.8%

not top 5MSFT6.5%

not top 5GOOGL5.5%

not top 5AVGO4.5%

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

Held in common0.3%

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

FSCC vs IWF Returns, Every Period

Federated HermesFSCC

+17.7%

past year

IWFiShares

−2.2%

past year

FSCCIWFFaded: behind in that period

2–0FSCC wins

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

Stocks vs Core: FSCC vs SPY

YTD

Federated HermesFSCC

+14.0%

SPYSPDR

+11.2%

+14.0%Year to date+11.2%

−11.8%Worst drop · 1Y−8.9%

18.7%Volatility · 1Y13.7%

0.2%Yield1.0%

$444MAssets$778B

3–1SPY wins

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

Cost, Income and Risk

Fees: FSCC, IWF, SPY

Today

0.09%lowest, SPY

FundExpense ratioFee$10k

SPY0.09%$9

IWF0.18%$18

FSCC0.50%$50

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

Yields: FSCC, IWF, SPY

1.01%highest, SPY

FundTrailing yieldYield$10k

SPY1.01%$101

IWF0.38%$38

FSCC0.24%$24

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

Income After Fees on $10,000

$92most kept, SPY

SPY$101 − $9 = $92

IWF$38 − $18 = $20

FSCC$24 − $50 = −$26

KeptFee

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

Overlap: FSCC, IWF, SPY

Today

55.9%most shared, IWF and SPY

FSCCIWFSPY

FSCC—0.3%0.0%

IWF0.3%—55.9%

SPY0.0%55.9%—

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

Return vs Bumpiness: 3 ETFs

+17.7%FSCC, at 18.7% volatility

SPYWorst drop−8.9%13.7% 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

SPYFSCC

+11.2%Year to date+14.0%

1.0%Yield0.2%

+13.5%Past year+17.7%

0.09%Fee0.50%

2–2level

End-of-day Nov 9, 2026

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

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