VB vs FSCC

AVB

BFSCC

Measures won4–0VB wins · of 6 · 5Y

$10,000 · 5Y$13,830IJH · VB $13,310

Lowest cost0.03%VB · $3 on $10k

Most income1.28%VB · $129 on $10k

Smallest drop−8.8%IJH · worst fall in 1Y

Held in common8.8%VB and FSCC

FSCC

Vanguard Morningstar Small-Cap ETF · $76.9BFederated Hermes MDT Small Cap Core ETF · $462M

+18.5%3 years · per year$16,641 · […][…]

+5.9%5 years · per year$13,310 · […][…]

0.03%Expense ratio$3 · $50 on $10k · lower wins0.50%

1.28%12-mo yield$129 · $25 on $10k0.25%

−9.0%Worst dropSmaller wins−11.8%

16.2%VolatilityLower wins18.6%

4–0VB wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsVB · FSCC

0.4%EME0.7%

0.3%GH0.5%

0.2%TWST0.4%

0.2%HALO0.2%

Held in common8.8%

End-of-day Nov 5, 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	IJH	iShares Core S&P Mid-Cap ETFRead Desk	0.05%	1.26%	−3.9%	+9.5%	+12.9%	+16.5%	+6.7%	−8.8%	$120.8B
2	AVB	Vanguard Morningstar Small-Cap ETFRead Desk	0.03%	1.28%	−4.0%	+11.2%	+14.6%	+18.5%	+5.9%	−9.0%	$76.9B
3	BFSCC	Federated Hermes MDT Small Cap Core ETFRead Desk	0.50%	0.25%	−4.4%	+9.8%	+12.3%	new	new	−11.8%	$462M

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

All Three

5Y3 funds

#
1	IJH	iShares Core S&P Mid-Cap ETFRead Desk	0.05%	1.26%	−3.9%	+9.5%	+12.9%	+16.5%	+6.7%	−8.8%	$120.8B
2	AVB	Vanguard Morningstar Small-Cap ETFRead Desk	0.03%	1.28%	−4.0%	+11.2%	+14.6%	+18.5%	+5.9%	−9.0%	$76.9B
3	BFSCC	Federated Hermes MDT Small Cap Core ETFRead Desk	0.50%	0.25%	−4.4%	+9.8%	+12.3%	new	new	−11.8%	$462M

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

Cards for this view

VB vs FSCC

Vanguard Morningstar Small-Cap

$13,310

FSCC

Federated Hermes MDT Small Cap Core

[…]

MeasureVBFSCC

Fee0.03%0.50%

Cost on $10k a year$3$50

Yield1.28%0.25%

5 years, per year+5.9%[…]

3 years, per year+18.5%[…]

Worst drop · 1Y−9.0%−11.8%

Volatility · 1Y16.2%18.6%

4–0measures won
VB first

8.8%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

IWM vs VB

YTD

iSharesIWM

+10.8%

VBVanguard

+11.2%

+10.8%Year to date+11.2%

1.0%Yield1.3%

$75.4BAssets$76.9B

2–0VB wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: VB, FSCC, IJH

Today

41.6%most shared, VB and IJH

VBFSCCIJH

VB—8.8%41.6%

FSCC8.8%—5.7%

IJH41.6%5.7%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$126most kept, VB

VB$129 − $3 = $126

IJH$126 − $5 = $121

FSCC$25 − $50 = −$25

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee