FSCC vs IVV
Federated Hermes MDT Small Cap Core ETF vs iShares Core S&P 500 ETF
Quick Verdict
IVV has a lower expense ratio. FSCC delivered stronger 1-year returns. IVV offers more diversification with 505 holdings.
Side-by-Side Comparison
| Metric | FSCC | IVV | Winner |
|---|---|---|---|
| Expense Ratio | 0.36% | 0.03% | |
| AUM | $309M | $865.2B | |
| Dividend Yield | 0.22% | 1.09% | |
| Holdings | 302 | 508 | |
| YTD Return | +18.97% | +13.43% | |
| 1Y Return | +33.94% | +22.61% | |
| 3Y Return (annualized) | - | +21.47% | |
| 5Y Return (annualized) | - | +13.26% | |
| Volatility (annualized) | 18.5% | 15.1% | |
| Max Drawdown | -27.2% | -56.5% | |
| Fund Family | Federated Hermes | iShares by BlackRock (US) | |
| Category | Equity | Equity | |
| Inception | Jul 30, 2024 | May 15, 2000 |
FSCC vs IVV Performance
Federated Hermes MDT Small Cap Core ETF (FSCC) is a ETF from Federated Hermes and iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US). Over the past year FSCC returned +33.94% while IVV returned +22.61%. Year to date, FSCC is up 18.97% versus a gain of 13.43% for IVV.
Risk: Volatility and Drawdowns
FSCC has been the more volatile fund, with annualized monthly volatility of 18.5% compared with 15.1% for IVV. 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 -27.2% for FSCC and -56.5% for IVV. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
The two funds' monthly returns correlate at 0.81. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
FSCC charges 0.36% per year while IVV charges 0.03%. On a $10,000 position that is $36 vs $3 annually, a gap of $33 per year that compounds over a long holding period. On income, FSCC currently yields 0.22% against 1.09% for IVV.
Holdings Overlap
FSCC and IVV share 3 holdings out of 811 unique holdings combined, representing a 0.5% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, FSCC or IVV?
FSCC has an expense ratio of 0.36% while IVV charges 0.03%. IVV is the cheaper option. On a $10,000 investment, that is $33 per year of difference.
Which performed better, FSCC or IVV?
Over the past year FSCC returned +33.94% vs +22.61% for IVV, so FSCC leads on 1-year performance. Over the longest common window we track (2 years), FSCC annualized +18.40% vs +7.03% for IVV. Past performance does not guarantee future results.
Which is riskier, FSCC or IVV?
FSCC has been the more volatile fund at 18.5% annualized versus 15.1% for IVV. Worst drawdown: FSCC -27.2% vs IVV -56.5%.
Should I hold both FSCC and IVV?
FSCC and IVV have a monthly-return correlation of 0.81, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between FSCC and IVV?
FSCC and IVV share 3 common holdings with a 0.5% weight overlap. Combined, they hold 811 unique securities.
Which pays a higher dividend, FSCC or IVV?
FSCC yields 0.22% while IVV yields 1.09%, so IVV currently pays the higher dividend yield.
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