FSCC vs PRFZ

AFSCC

BPRFZ

Measures won0–4PRFZ wins · of 6 · 5Y

$10,000 · 5Y$16,565VUG · IWF $15,892

Lowest cost0.03%VUG · $3 on $10k

Most income0.83%PRFZ · $83 on $10k

Smallest drop−10.4%PRFZ · worst fall in 1Y

Held in common16.1%FSCC and PRFZ

FSCC

PRFZ

Federated Hermes MDT Small Cap Core ETF · $442MInvesco RAFI US 1500 Small-Mid ETF · $2.6B

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

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

0.50%Expense ratio$50 · $36 on $10k · lower wins0.36%

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

−11.8%Worst dropSmaller wins−10.4%

18.7%VolatilityLower wins17.5%

0–4PRFZ wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsFSCC · PRFZ

0.9%CBRL0.4%

0.5%UMBF0.3%

0.6%WTS0.3%

0.4%VCTR0.3%

Held in common16.1%

End-of-day Nov 9, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Four

5Y4 funds

#
1	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+2.8%	+4.2%	+4.7%	+22.9%	+10.6%	−15.1%	$232.9B
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.38%	+2.9%	−2.5%	−2.2%	+19.8%	+9.7%	−14.6%	$114.6B
3	BPRFZ	Invesco RAFI US 1500 Small-Mid ETFRead Desk	0.36%	0.83%	+3.1%	+17.3%	+21.6%	+20.2%	+7.9%	−10.4%	$2.6B
4	AFSCC	Federated Hermes MDT Small Cap Core ETFRead Desk	0.50%	0.24%	+3.3%	+14.0%	+17.7%	new	new	−11.8%	$442M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Four

5Y4 funds

#
1	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+2.8%	+4.2%	+4.7%	+22.9%	+10.6%	−15.1%	$232.9B
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.38%	+2.9%	−2.5%	−2.2%	+19.8%	+9.7%	−14.6%	$114.6B
3	BPRFZ	Invesco RAFI US 1500 Small-Mid ETFRead Desk	0.36%	0.83%	+3.1%	+17.3%	+21.6%	+20.2%	+7.9%	−10.4%	$2.6B
4	AFSCC	Federated Hermes MDT Small Cap Core ETFRead Desk	0.50%	0.24%	+3.3%	+14.0%	+17.7%	new	new	−11.8%	$442M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

FSCC vs PRFZ

FSCC

Federated Hermes MDT Small Cap Core

[…]

PRFZ

Invesco RAFI US 1500 Small-Mid

$14,627

MeasureFSCCPRFZ

Fee0.50%0.36%

Cost on $10k a year$50$36

Yield0.24%0.83%

5 years, per year[…]+7.9%

3 years, per year[…]+20.2%

Worst drop · 1Y−11.8%−10.4%

Volatility · 1Y18.7%17.5%

4–0measures won
PRFZ first

16.1%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

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

Overlap: FSCC, PRFZ, IWF, VUG

Today

78.1%most shared, IWF and VUG

FSCCPRFZIWFVUG

FSCC—16.1%0.3%0.0%

PRFZ16.1%—3.2%1.3%

IWF0.3%3.2%—78.1%

VUG0.0%1.3%78.1%—

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

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