FSCC vs SCHD

AFSCC

BSCHD

Measures won0–4SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,459SCHD · IWF $15,892

Lowest cost0.03%VO · $3 on $10k

Most income2.96%SCHD · $296 on $10k

Smallest drop−6.9%SCHD · worst fall in 1Y

Held in common0.3%FSCC and SCHD

FSCC

SCHD

Federated Hermes MDT Small Cap Core ETF · $444MSchwab U.S. Dividend Equity ETF · $122B

[…]3 years · per year[…] · $17,123+19.6%

[…]5 years · per year[…] · $16,459+10.5%

0.50%Expense ratio$50 · $6 on $10k · lower wins0.06%

0.24%12-mo yield$24 · $296 on $10k2.96%

−11.8%Worst dropSmaller wins−6.9%

18.7%VolatilityLower wins11.8%

0–4SCHD wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsFSCC · SCHD

0.1%MUR0.1%

0.3%APAM0.1%

0.6%OFG0.1%

0.3%NSP0.0%

Held in common0.3%

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	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.96%	+1.4%	+33.2%	+39.1%	+19.6%	+10.5%	−6.9%	$121.7B
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.38%	+2.9%	−2.5%	−2.2%	+19.8%	+9.7%	−14.6%	$118.1B
3	VO	Vanguard Morningstar Mid-Cap ETFRead Desk	0.03%	1.35%	+2.7%	+13.6%	+15.6%	+18.8%	+6.8%	−8.2%	$103.4B
4	AFSCC	Federated Hermes MDT Small Cap Core ETFRead Desk	0.50%	0.24%	+3.3%	+14.0%	+17.7%	new	new	−11.8%	$444M

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	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.96%	+1.4%	+33.2%	+39.1%	+19.6%	+10.5%	−6.9%	$121.7B
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.38%	+2.9%	−2.5%	−2.2%	+19.8%	+9.7%	−14.6%	$118.1B
3	VO	Vanguard Morningstar Mid-Cap ETFRead Desk	0.03%	1.35%	+2.7%	+13.6%	+15.6%	+18.8%	+6.8%	−8.2%	$103.4B
4	AFSCC	Federated Hermes MDT Small Cap Core ETFRead Desk	0.50%	0.24%	+3.3%	+14.0%	+17.7%	new	new	−11.8%	$444M

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 SCHD

FSCC

Federated Hermes MDT Small Cap Core

[…]

SCHD

Schwab U.S. Dividend Equity

$16,459

MeasureFSCCSCHD

Fee0.50%0.06%

Cost on $10k a year$50$6

Yield0.24%2.96%

5 years, per year[…]+10.5%

3 years, per year[…]+19.6%

Worst drop · 1Y−11.8%−6.9%

Volatility · 1Y18.7%11.8%

4–0measures won
SCHD first

0.3%

holdings shared

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

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

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$61.4B

1–1level

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, SCHD, VO, IWF

Today

9.2%most shared, VO and IWF

FSCCSCHDVOIWF

FSCC—0.3%0.0%0.3%

SCHD0.3%—6.9%3.6%

VO0.0%6.9%—9.2%

IWF0.3%3.6%9.2%—

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

Income After Fees on $10,000

$290most kept, SCHD

SCHD$296 − $6 = $290

VO$135 − $3 = $132

IWF$38 − $18 = $20

FSCC$24 − $50 = −$26

KeptFee

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