Compare · 4 funds side by side · dividends reinvested

FSCC, SCHD, VUG and IWF

FSCCFederated Hermes×SCHDSchwab×VUGVanguard×IWFiShares×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,267SCHD · best of the four

02 / 04

FSCC, SCHD, VUG and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%3.00%+31.4%+37.0%+20.0%+10.2%−6.9%11.7%$120B1.3

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.42%+1.4%+0.2%+22.6%+10.0%−15.1%19.0%$233B2.4

Federated Hermes MDT Small Cap Core ETFUS Stock Styles · Small cap0.50%0.24%+10.3%+11.4%[…][…]−11.8%18.6%$462M2.7

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.39%−5.3%−6.5%+19.4%+9.1%−14.6%19.4%$113B3.4

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

End-of-day Nov 6, 2026 · returns include dividends · since: FSCC 2024 · SCHD 2011 · VUG 2004 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

Federated Hermes MDT Small Cap Core ETF · $462M[…]

FSCC

SCHD

Schwab U.S. Dividend Equity ETF · $120B$16,267

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

FSCCMeasureSCHD

+10.3%Year to dateJan 1 → Nov 6+31.4%

+11.4%1 yearTotal return+37.0%

[…]3 years · per year$10,000 became […] · $17,266+20.0%

[…]5 years · per year$10,000 became […] · $16,267+10.2%

0.50%Expense ratio$50 · $6 a year on $10k · lower is better0.06%

0.24%Trailing 12-mo yield$24 · $300 a year on $10k3.00%

−11.8%Worst dropSmaller is better−6.9%

18.6%VolatilityLower is calmer11.7%

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

0–6SCHD wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

FSCC vs SCHD: Top 5 Holdings

Today

FSCC

7.5%in top 5

SCHD

in top 521.4%

FSCCStockSCHD

not top 5PG4.5%

not top 5HD4.3%

not top 5TXN4.3%

not top 5KO4.3%

not top 5AMGN4.1%

2.3%AHRnot top 5

1.4%CLBKnot top 5

1.3%AInot top 5

1.3%HGnot top 5

1.3%SLDEnot top 5

Held in common0.3%

End-of-day Nov 6, 2026 · share of each fund

FSCC vs SCHD Returns, Every Period

Federated HermesFSCC

+11.4%

past year

SCHDSchwab

+37.0%

past year

FSCCSCHDFaded: behind in that period

0–2SCHD wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

Stocks vs Income: FSCC vs SCHD

YTD

Federated HermesFSCC

+10.3%

SCHDSchwab

+31.4%

+10.3%Year to date+31.4%

−11.8%Worst drop · 1Y−6.9%

18.6%Volatility · 1Y11.7%

0.2%Yield3.0%

$462MAssets$120B

4–0SCHD wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: FSCC, SCHD, VUG, IWF

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

SCHD0.06%$6

IWF0.18%$18

FSCC0.50%$50

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: FSCC, SCHD, VUG, IWF

3.00%highest, SCHD

FundTrailing yieldYield$10k

SCHD3.00%$300

VUG0.42%$42

IWF0.39%$39

FSCC0.24%$24

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$294most kept, SCHD

SCHD$300 − $6 = $294

VUG$42 − $3 = $39

IWF$39 − $18 = $21

FSCC$24 − $50 = −$26

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: FSCC, SCHD, VUG, IWF

Today

78.0%most shared, VUG and IWF

FSCCSCHDVUGIWF

FSCC—0.3%0.0%0.3%

SCHD0.3%—0.8%3.7%

VUG0.0%0.8%—78.0%

IWF0.3%3.7%78.0%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+37.0%SCHD, at 11.7% volatility

SCHDWorst drop−6.9%11.7% vol

FSCCWorst drop−11.8%18.6% vol

VUGWorst drop−15.1%19.0% vol

IWFWorst drop−14.6%19.4% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

SCHDFSCC

+31.4%Year to date+10.3%

3.0%Yield0.2%

+37.0%Past year+11.4%

0.06%Fee0.50%

4–0SCHD wins

End-of-day Nov 6, 2026

Popular Pairs Near These Four

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

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

$233BAssets$59.1B

1–1level

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026