RZV vs FSCC

ARZV

BFSCC

Measures won2–2level · of 6 · 5Y

$10,000 · 5Y$16,124VUG · RZV $15,649

Lowest cost0.03%VUG · $3 on $10k

Most income1.45%RZV · $145 on $10k

Smallest drop−11.8%FSCC · worst fall in 1Y

Held in common7.5%RZV and FSCC

RZV

FSCC

Invesco S&P SmallCap 600 Pure Value ETF · $278MFederated Hermes MDT Small Cap Core ETF · $442M

+20.0%3 years · per year$17,273 · […][…]

+9.4%5 years · per year$15,649 · […][…]

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

1.45%12-mo yield$145 · $24 on $10k0.24%

−12.6%Worst dropSmaller wins−11.8%

19.0%VolatilityLower wins18.6%

2–2Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsRZV · FSCC

1.8%CBRL1.0%

0.6%JXN0.6%

0.8%VVX0.6%

0.6%HTLD0.7%

Held in common7.5%

End-of-day Nov 6, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
2	ARZV	Invesco S&P SmallCap 600 Pure Value ETFRead Desk	0.35%	1.45%	−1.5%	+19.9%	+22.8%	+20.0%	+9.4%	−12.6%	$278M
3	BFSCC	Federated Hermes MDT Small Cap Core ETFRead Desk	0.50%	0.24%	+0.5%	+10.3%	+11.4%	new	new	−11.8%	$442M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
2	ARZV	Invesco S&P SmallCap 600 Pure Value ETFRead Desk	0.35%	1.45%	−1.5%	+19.9%	+22.8%	+20.0%	+9.4%	−12.6%	$278M
3	BFSCC	Federated Hermes MDT Small Cap Core ETFRead Desk	0.50%	0.24%	+0.5%	+10.3%	+11.4%	new	new	−11.8%	$442M

End-of-day Nov 6, 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

$15,649

FSCC

Federated Hermes MDT Small Cap Core

[…]

MeasureRZVFSCC

Fee0.35%0.50%

Cost on $10k a year$35$50

Yield1.45%0.24%

5 years, per year+9.4%[…]

3 years, per year+20.0%[…]

Worst drop · 1Y−12.6%−11.8%

Volatility · 1Y19.0%18.6%

2–2measures won
level

7.5%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$59.7B

1–1level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

Overlap: RZV, FSCC, VUG

Today

7.5%most shared, RZV and FSCC

RZVFSCCVUG

RZV—7.5%0.0%

FSCC7.5%—0.0%

VUG0.0%0.0%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$110most kept, RZV

RZV$145 − $35 = $110

VUG$42 − $3 = $39

FSCC$24 − $50 = −$26

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee