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$15,892IWF · 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%0.83%+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%$115B2.3

Federated Hermes MDT Small Cap Core ETFUS Stock Styles · Small cap0.50%0.24%+14.0%+17.7%[…][…]−11.8%18.7%$442M2.3

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: PRFZ 2006 · FSCC 2024 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

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

FSCC

IWF

iShares Russell 1000 Growth ETF · $115B$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

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: PRFZ, FSCC, 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: PRFZ, FSCC, 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: PRFZ, FSCC, IWF

Today

16.1%most shared, PRFZ and FSCC

PRFZFSCCIWF

PRFZ—16.1%3.2%

FSCC16.1%—0.3%

IWF3.2%0.3%—

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$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