Compare · 4 funds side by side · dividends reinvested

FSCC, PRFZ, VUG and IWF

FSCCFederated Hermes×PRFZInvesco×VUGVanguard×IWFiShares×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,565VUG · best of the four

02 / 04

FSCC, PRFZ, VUG 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%$2.6B1.6

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+4.2%+4.7%+22.9%+10.6%−15.1%19.1%$233B2.3

Federated Hermes MDT Small Cap Core ETFUS Stock Styles · Small cap0.50%0.24%+14.0%+17.7%[…][…]−11.8%18.7%$442M2.7

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.38%−2.5%−2.2%+19.8%+9.7%−14.6%19.5%$115B3.1

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 · PRFZ 2006 · VUG 2004 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

Federated Hermes MDT Small Cap Core ETF · $442M[…]

FSCC

PRFZ

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

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

FSCCMeasurePRFZ

+14.0%Year to dateJan 1 → Nov 9+17.3%

+17.7%1 yearTotal return+21.6%

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

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

0.50%Expense ratio$50 · $36 a year on $10k · lower is better0.36%

0.24%Trailing 12-mo yield$24 · $83 a year on $10k0.83%

−11.8%Worst dropSmaller is better−10.4%

18.7%VolatilityLower is calmer17.5%

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

0–6PRFZ 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 PRFZ: Top 5 Holdings

Today

FSCC

7.6%in top 5

PRFZ

in top 52.1%

FSCCStockPRFZ

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 5SN0.5%

not top 5DOCU0.4%

not top 5PAYC0.4%

not top 5ROIV0.4%

not top 5CBRL0.4%

Held in common16.1%

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

FSCC vs PRFZ Returns, Every Period

Federated HermesFSCC

+17.7%

past year

PRFZInvesco

+21.6%

past year

FSCCPRFZFaded: behind in that period

0–2PRFZ wins

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

FSCC vs PRFZ

YTD

Federated HermesFSCC

+14.0%

PRFZInvesco

+17.3%

+14.0%Year to date+17.3%

−11.8%Worst drop · 1Y−10.4%

18.7%Volatility · 1Y17.5%

0.2%Yield0.8%

$442MAssets$2.6B

4–0PRFZ wins

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

Cost, Income and Risk

Fees: FSCC, PRFZ, VUG, IWF

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

IWF0.18%$18

PRFZ0.36%$36

FSCC0.50%$50

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

Yields: FSCC, PRFZ, VUG, IWF

0.83%highest, PRFZ

FundTrailing yieldYield$10k

PRFZ0.83%$83

VUG0.41%$41

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

VUG$41 − $3 = $38

IWF$38 − $18 = $20

FSCC$24 − $50 = −$26

KeptFee

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

Overlap: FSCC, PRFZ, VUG, IWF

Today

78.1%most shared, VUG and IWF

FSCCPRFZVUGIWF

FSCC—16.1%0.0%0.3%

PRFZ16.1%—1.3%3.2%

VUG0.0%1.3%—78.1%

IWF0.3%3.2%78.1%—

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

Return vs Bumpiness: 4 ETFs

+21.6%PRFZ, at 17.5% volatility

PRFZWorst drop−10.4%17.5% vol

FSCCWorst drop−11.8%18.7% vol

VUGWorst drop−15.1%19.1% 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 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$59.7B

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%

$120BAssets$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