Compare · 3 funds side by side · dividends reinvested

PRFZ, FSCC and IWF

PRFZInvesco×FSCCFederated Hermes×IWFiShares×

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

02 / 04

PRFZ, FSCC and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Invesco RAFI US 1500 Small-Mid ETFUS Stock Styles · Large cap0.36%0.86%+13.4%+17.2%+20.1%+7.7%−10.4%17.4%$2.7B1.3

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.39%−6.5%−7.6%+19.5%+8.9%−14.6%19.3%$121B2.3

Federated Hermes MDT Small Cap Core ETFUS Stock Styles · Small cap0.50%0.25%+9.8%+12.3%[…][…]−11.8%18.6%$451M2.3

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 5, 2026 · returns include dividends · since: PRFZ 2006 · FSCC 2024 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

Invesco RAFI US 1500 Small-Mid ETF · $2.7B$14,468

PRFZ

FSCC

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

$10,000 five years ago, dividends reinvested · they hold 16.2% in common

PRFZMeasureFSCC

+13.4%Year to dateJan 1 → Nov 5+9.8%

+17.2%1 yearTotal return+12.3%

+20.1%3 years · per year$10,000 became $17,342 · […][…]

+7.7%5 years · per year$10,000 became $14,468 · […][…]

0.36%Expense ratio$36 · $50 a year on $10k · lower is better0.50%

0.86%Trailing 12-mo yield$86 · $25 a year on $10k0.25%

−10.4%Worst dropSmaller is better−11.8%

17.4%VolatilityLower is calmer18.6%

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

6–0PRFZ wins

End-of-day Nov 5, 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 57.3%

PRFZStockFSCC

not top 5AHR2.2%

not top 5CLBK1.3%

not top 5AI1.3%

not top 5SLDE1.3%

not top 5HG1.2%

0.5%SNnot top 5

0.5%PAYCnot top 5

0.4%DOCUnot top 5

0.4%CBRLnot top 5

0.4%TXGnot top 5

Held in common16.2%

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

PRFZ vs FSCC Returns, Every Period

InvescoPRFZ

+17.2%

past year

FSCCFederated Hermes

+12.3%

past year

PRFZFSCCFaded: behind in that period

2–0PRFZ wins

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

PRFZ vs IWF

YTD

InvescoPRFZ

+13.4%

IWFiShares

−6.5%

+13.4%Year to date−6.5%

−10.4%Worst drop · 1Y−14.6%

17.4%Volatility · 1Y19.3%

0.9%Yield0.4%

$2.7BAssets$121B

4–0PRFZ wins

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

Cost, Income and Risk

Fees: PRFZ, FSCC, IWF

Today

0.18%lowest, IWF

FundExpense ratioFee$10k

IWF0.18%$18

PRFZ0.36%$36

FSCC0.50%$50

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

Yields: PRFZ, FSCC, IWF

0.86%highest, PRFZ

FundTrailing yieldYield$10k

PRFZ0.86%$86

IWF0.39%$39

FSCC0.25%$25

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

Income After Fees on $10,000

$50most kept, PRFZ

PRFZ$86 − $36 = $50

IWF$39 − $18 = $21

FSCC$25 − $50 = −$25

KeptFee

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

Overlap: PRFZ, FSCC, IWF

Today

16.2%most shared, PRFZ and FSCC

PRFZFSCCIWF

PRFZ—16.2%3.2%

FSCC16.2%—0.3%

IWF3.2%0.3%—

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

Return vs Bumpiness: 3 ETFs

+17.2%PRFZ, at 17.4% volatility

PRFZWorst drop−10.4%17.4% vol

FSCCWorst drop−11.8%18.6% vol

IWFWorst drop−14.6%19.3% vol

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

Paid More vs Made More

YTD

PRFZFSCC

+13.4%Year to date+9.8%

0.9%Yield0.2%

+17.2%Past year+12.3%

0.36%Fee0.50%

4–0PRFZ wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+0.5%

SCHGSchwab

+0.9%

+0.5%Year to date+0.9%

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

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026