FLQS vs FSCC

FLQS vs FSCC

Which is better, FLQS or FSCC?

Each has led over a different period.

FLQS has a lower expense ratio. FLQS led over 1Y, FSCC over the full window.

Lower Fees: FLQSHigher Returns: split

MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.

Side-by-Side Comparison

MetricFLQSFSCC
Expense Ratio0.35%Best0.36%
AUM$48M$444M
Dividend Yield1.49%0.24%
Holdings562622
YTD Return+11.62%Best+9.78%
1Y Return+14.72%Best+13.98%
3Y Return (annualized)+13.49%-
5Y Return (annualized)+4.07%-
Volatility (annualized)15.7%Best18.2%
Max Drawdown-23.1%Best-27.2%
$10,000 over 2.3 years$11,481$13,050Best
Fund FamilyFranklin Templeton Investments (US)Federated Hermes
CategoryEquityEquity
StyleSmall Cap BlendSmall Cap Blend
InceptionApr 26, 2017Jul 30, 2024

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown, and the $10,000 over 2.3 years row, are measured over the window both funds cover: Jul 31, 2024 to Nov 6, 2026 (2.3 years).

FLQS vs FSCC growth

Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 2.3 years both funds cover.

Compare FLQS against instead:FLQS vs SPYFLQS vs QQQFLQS vs VOOFLQS vs VTIFSCC against:FSCC vs VXUS

FLQS vs FSCC Performance

Franklin US Small Cap Multifactor Index ETF (FLQS) is an ETF from Franklin Templeton Investments (US) and Federated Hermes MDT Small Cap Core ETF (FSCC) is an ETF from Federated Hermes. Over the past year FLQS returned +14.72% while FSCC returned +13.98%. Year to date, FLQS is up 11.62% versus a gain of 9.78% for FSCC.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

FSCC has been the more volatile fund, with annualized monthly volatility of 18.2% compared with 15.7% for FLQS. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.

The deepest peak-to-trough decline in our data was -23.1% for FLQS and -27.2% for FSCC. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.86. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

FLQS charges 0.35% per year while FSCC charges 0.36%. On a $10,000 position that is $35 vs $36 annually, a gap of $1 per year that compounds over a long holding period. On income, FLQS currently yields 1.49% against 0.24% for FSCC.

Holdings Overlap

We hold position weights for 37 holdings in FLQS and 310 in FSCC, totalling 56.3% and 100.0% of the two funds. The two books name no position in common, so there is no overlap percentage to show.

0 positions in common, counted across the 37 positions we hold weights for in FLQS and 310 in FSCC, against full books of 562 and 622.

You are not choosing between two funds in isolation.

Whichever of FLQS and FSCC you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

FLQSFSCC

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, FLQS or FSCC?

FLQS has an expense ratio of 0.35% while FSCC charges 0.36%. FLQS is the cheaper option, by $1 a year on a $10,000 investment.

Which performed better, FLQS or FSCC?

Over the past year FLQS returned +14.72% vs +13.98% for FSCC, so FLQS leads on 1-year performance. Over the longest common window we track (2 years), FLQS annualized +6.19% vs +12.27% for FSCC. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, FLQS or FSCC?

FSCC has been the more volatile fund at 18.2% annualized versus 15.7% for FLQS. Worst drawdown: FLQS -23.1% vs FSCC -27.2%.

Should I hold both FLQS and FSCC?

FLQS and FSCC have a monthly-return correlation of 0.86, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.

Which pays a higher dividend, FLQS or FSCC?

FLQS yields 1.49% while FSCC yields 0.24%, so FLQS currently pays the higher dividend yield.

Is FSCC better than FLQS?

FLQS has a lower expense ratio. FLQS led over 1Y, FSCC over the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.