FSCC vs VBR

AFSCC

BVBR

Measures won0–4VBR wins · of 6 · 5Y

$10,000 · 5Y$15,849VBR

Lowest cost0.05%VBR · $5 on $10k

Most income1.77%VBR · $177 on $10k

Smallest drop−8.9%VBR · worst fall in 1Y

Held in common5.9%FSCC and VBR

FSCC

VBR

Federated Hermes MDT Small Cap Core ETF · $451MVanguard Morningstar Small-Cap Value ETF · $35.1B

[…]3 years · per year[…] · $17,630+20.8%

[…]5 years · per year[…] · $15,849+9.6%

0.50%Expense ratio$50 · $5 on $10k · lower wins0.05%

0.23%12-mo yield$23 · $177 on $10k1.77%

−11.4%Worst dropSmaller wins−8.9%

18.2%VolatilityLower wins13.9%

0–4VBR wins

$10,000 · 5 yearsOne scale

Shared top holdingsFSCC · VBR

0.2%VSAT0.2%

0.5%UMBF0.2%

0.7%JXN0.2%

0.4%PBF0.2%

Held in common5.9%

End-of-day Nov 4, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	BVBR	Vanguard Morningstar Small-Cap Value ETFRead Desk		0.05%	1.77%	+1.7%	+19.4%	+23.4%	+20.8%	+9.6%	−8.9%	$35.1B
2	AFSCC	Federated Hermes MDT Small Cap Core ETFRead Desk		0.50%	0.23%	+1.4%	+14.8%	+15.1%	new	new	−11.4%	$451M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BVBR	Vanguard Morningstar Small-Cap Value ETFRead Desk		0.05%	1.77%	+1.7%	+19.4%	+23.4%	+20.8%	+9.6%	−8.9%	$35.1B
2	AFSCC	Federated Hermes MDT Small Cap Core ETFRead Desk		0.50%	0.23%	+1.4%	+14.8%	+15.1%	new	new	−11.4%	$451M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

FSCC vs VBR

FSCC

Federated Hermes MDT Small Cap Core

[…]

VBR

Vanguard Morningstar Small-Cap Value

$15,849

MeasureFSCCVBR

Fee0.50%0.05%

Cost on $10k a year$50$5

Yield0.23%1.77%

5 years, per year[…]+9.6%

3 years, per year[…]+20.8%

Worst drop · 1Y−11.4%−8.9%

Volatility · 1Y18.2%13.9%

4–0measures won
VBR first

5.9%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: FSCC, VBR

Today

5.9%most shared, FSCC and VBR

FSCCVBR

FSCC—5.9%

VBR5.9%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$172most kept, VBR

VBR$177 − $5 = $172

FSCC$23 − $50 = −$27

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee