RZV vs FSCC

ARZV

BFSCC

Measures won2–2level · of 6 · 5Y

$10,000 · 5Y$16,684RZV

Lowest cost0.35%RZV · $35 on $10k

Most income1.38%RZV · $138 on $10k

Smallest drop−11.4%FSCC · worst fall in 1Y

Held in common7.6%RZV and FSCC

RZV

FSCC

Invesco S&P SmallCap 600 Pure Value ETF · $283MFederated Hermes MDT Small Cap Core ETF · $451M

+22.2%3 years · per year$18,263 · […][…]

+10.8%5 years · per year$16,684 · […][…]

0.35%Expense ratio$35 · $50 on $10k · lower wins0.50%

1.38%12-mo yield$138 · $23 on $10k0.23%

−12.6%Worst dropSmaller wins−11.4%

18.6%VolatilityLower wins18.2%

2–2Level

$10,000 · 5 yearsOne scale

Shared top holdingsRZV · FSCC

1.8%CBRL1.0%

0.7%JXN0.7%

0.9%VVX0.6%

0.6%HTLD0.7%

Held in common7.6%

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	ARZV	Invesco S&P SmallCap 600 Pure Value ETFRead Desk		0.35%	1.38%	+2.7%	+25.7%	+28.4%	+22.2%	+10.8%	−12.6%	$283M
2	BFSCC	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	ARZV	Invesco S&P SmallCap 600 Pure Value ETFRead Desk		0.35%	1.38%	+2.7%	+25.7%	+28.4%	+22.2%	+10.8%	−12.6%	$283M
2	BFSCC	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

RZV vs FSCC

RZV

Invesco S&P SmallCap 600 Pure Value

$16,684

FSCC

Federated Hermes MDT Small Cap Core

[…]

MeasureRZVFSCC

Fee0.35%0.50%

Cost on $10k a year$35$50

Yield1.38%0.23%

5 years, per year+10.8%[…]

3 years, per year+22.2%[…]

Worst drop · 1Y−12.6%−11.4%

Volatility · 1Y18.6%18.2%

2–2measures won
level

7.6%

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: RZV, FSCC

Today

7.6%most shared, RZV and FSCC

RZVFSCC

RZV—7.6%

FSCC7.6%—

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

Income After Fees on $10,000

$103most kept, RZV

RZV$138 − $35 = $103

FSCC$23 − $50 = −$27

KeptFee

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