Compare · 3 funds side by side · dividends reinvested

FSCC, PRFZ and IWF

FSCCFederated Hermes×PRFZInvesco×IWFiShares×

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

02 / 04

FSCC, PRFZ and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Invesco RAFI US 1500 Small-Mid ETFUS Stock Styles · Large cap0.36%0.83%+17.3%+21.6%+20.2%+7.9%−10.4%17.5%$2.6B1.3

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.38%−2.5%−2.2%+19.8%+9.7%−14.6%19.5%$118B2.3

Federated Hermes MDT Small Cap Core ETFUS Stock Styles · Small cap0.50%0.24%+14.0%+17.7%[…][…]−11.8%18.7%$444M2.3

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 · PRFZ 2006 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

Invesco RAFI US 1500 Small-Mid ETF · $2.6B$14,627

PRFZ

FSCC

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

$10,000 five years ago, dividends reinvested · they hold 16.1% in common

PRFZMeasureFSCC

+17.3%Year to dateJan 1 → Nov 9+14.0%

+21.6%1 yearTotal return+17.7%

+20.2%3 years · per year$10,000 became $17,368 · […][…]

+7.9%5 years · per year$10,000 became $14,627 · […][…]

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−11.8%

17.5%VolatilityLower is calmer18.7%

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

6–0PRFZ wins

End-of-day Nov 9, 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 57.6%

PRFZStockFSCC

not top 5AHR2.3%

not top 5CLBK1.4%

not top 5AI1.3%

not top 5HG1.3%

not top 5PSTL1.3%

0.5%SNnot top 5

0.4%DOCUnot top 5

0.4%PAYCnot top 5

0.4%ROIVnot top 5

0.4%CBRLnot top 5

Held in common16.1%

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

PRFZ vs FSCC Returns, Every Period

InvescoPRFZ

+21.6%

past year

FSCCFederated Hermes

+17.7%

past year

PRFZFSCCFaded: behind in that period

2–0PRFZ wins

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

PRFZ vs IWF

YTD

InvescoPRFZ

+17.3%

IWFiShares

−2.5%

+17.3%Year to date−2.5%

−10.4%Worst drop · 1Y−14.6%

17.5%Volatility · 1Y19.5%

0.8%Yield0.4%

$2.6BAssets$118B

4–0PRFZ wins

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

Cost, Income and Risk

Fees: FSCC, PRFZ, IWF

Today

0.18%lowest, IWF

FundExpense ratioFee$10k

IWF0.18%$18

PRFZ0.36%$36

FSCC0.50%$50

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

Yields: FSCC, PRFZ, IWF

0.83%highest, PRFZ

FundTrailing yieldYield$10k

PRFZ0.83%$83

IWF0.38%$38

FSCC0.24%$24

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

Income After Fees on $10,000

$47most kept, PRFZ

PRFZ$83 − $36 = $47

IWF$38 − $18 = $20

FSCC$24 − $50 = −$26

KeptFee

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

Overlap: FSCC, PRFZ, IWF

Today

16.1%most shared, FSCC and PRFZ

FSCCPRFZIWF

FSCC—16.1%0.3%

PRFZ16.1%—3.2%

IWF0.3%3.2%—

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

Return vs Bumpiness: 3 ETFs

+21.6%PRFZ, at 17.5% volatility

PRFZWorst drop−10.4%17.5% 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

PRFZFSCC

+17.3%Year to date+14.0%

0.8%Yield0.2%

+21.6%Past year+17.7%

0.36%Fee0.50%

4–0PRFZ wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

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