SPY vs FSCC

ASPY

BFSCC

Measures won4–0SPY wins · of 6 · 5Y

$10,000 · 5Y$17,118SPY

Lowest cost0.09%SPY · $9 on $10k

Most income1.03%SPY · $103 on $10k

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

Held in common0.0%SPY and FSCC

SPY

FSCC

State Street SPDR S&P 500 ETF · $778BFederated Hermes MDT Small Cap Core ETF · $442M

+21.7%3 years · per year$18,039 · […][…]

+11.3%5 years · per year$17,118 · […][…]

0.09%Expense ratio$9 · $50 on $10k · lower wins0.50%

1.03%12-mo yield$103 · $24 on $10k0.24%

−8.9%Worst dropSmaller wins−11.8%

13.6%VolatilityLower wins18.6%

4–0SPY wins

$10,000 · 5 yearsOne scale

Shared top holdingsSPY · FSCC

0.0%EME0.7%

Held in common0.0%

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

Both

5Y2 funds

#			Trend
1	ASPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	1.03%	+0.3%	+8.7%	+9.7%	+21.7%	+11.3%	−8.9%	$777.7B
2	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

Both

5Y2 funds

#			Trend
1	ASPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	1.03%	+0.3%	+8.7%	+9.7%	+21.7%	+11.3%	−8.9%	$777.7B
2	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

SPY vs FSCC

SPY

SPDR S&P 500

$17,118

FSCC

Federated Hermes MDT Small Cap Core

[…]

MeasureSPYFSCC

Fee0.09%0.50%

Cost on $10k a year$9$50

Yield1.03%0.24%

5 years, per year+11.3%[…]

3 years, per year+21.7%[…]

Worst drop · 1Y−8.9%−11.8%

Volatility · 1Y13.6%18.6%

4–0measures won
SPY first

0.0%

holdings shared

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

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

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: SPY, FSCC

Today

0.0%most shared, SPY and FSCC

SPYFSCC

SPY—0.0%

FSCC0.0%—

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

Income After Fees on $10,000

$94most kept, SPY

SPY$103 − $9 = $94

FSCC$24 − $50 = −$26

KeptFee

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