FSCC vs QQQ

Quick Verdict

QQQ has a lower expense ratio. FSCC delivered stronger 1-year returns. FSCC offers more diversification with 309 holdings.

Lower Fees: QQQHigher Returns: FSCCMore Diversified: FSCC

Side-by-Side Comparison

MetricFSCCQQQWinner
Expense Ratio0.36%0.18%
AUM$309M$455.8B
Dividend Yield0.22%0.41%
Holdings302108
YTD Return+19.93%+19.68%
1Y Return+28.15%+26.75%
3Y Return (annualized)-+26.25%
5Y Return (annualized)-+15.39%
Volatility (annualized)18.6%30.6%
Max Drawdown-27.2%-83.0%
Fund FamilyFederated HermesInvesco (US)
CategoryEquityEquity
InceptionJul 30, 2024Mar 10, 1999

FSCC vs QQQ Performance

Federated Hermes MDT Small Cap Core ETF (FSCC) is a ETF from Federated Hermes and Invesco QQQ Trust, Series 1 (QQQ) is a ETF from Invesco (US). Over the past year FSCC returned +28.15% while QQQ returned +26.75%. Year to date, FSCC is up 19.93% versus a gain of 19.68% for QQQ.

Risk: Volatility and Drawdowns

QQQ has been the more volatile fund, with annualized monthly volatility of 30.6% compared with 18.6% for FSCC. 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 -83.0% for QQQ. 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 0.76. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

FSCC charges 0.36% per year while QQQ charges 0.18%. On a $10,000 position that is $36 vs $18 annually, a gap of $18 per year that compounds over a long holding period. On income, FSCC currently yields 0.22% against 0.41% for QQQ.

Holdings Overlap

0.0%overlap

FSCC and QQQ share 0 holdings out of 412 unique holdings combined, representing a 0.0% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Frequently Asked Questions

Which is cheaper, FSCC or QQQ?

FSCC has an expense ratio of 0.36% while QQQ charges 0.18%. QQQ is the cheaper option. On a $10,000 investment, that is $18 per year of difference.

Which performed better, FSCC or QQQ?

Over the past year FSCC returned +28.15% vs +26.75% for QQQ, so FSCC leads on 1-year performance. Over the longest common window we track (2 years), FSCC annualized +18.82% vs +13.15% for QQQ. Past performance does not guarantee future results.

Which is riskier, FSCC or QQQ?

QQQ has been the more volatile fund at 30.6% annualized versus 18.6% for FSCC. Worst drawdown: FSCC -27.2% vs QQQ -83.0%.

Should I hold both FSCC and QQQ?

FSCC and QQQ have a monthly-return correlation of 0.76, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between FSCC and QQQ?

FSCC and QQQ share 0 common holdings with a 0.0% weight overlap. Combined, they hold 412 unique securities.

Which pays a higher dividend, FSCC or QQQ?

FSCC yields 0.22% while QQQ yields 0.41%, so QQQ currently pays the higher dividend yield.

Get Full ETF Analytics

Access complete holdings data, overlap analysis, screener tools, and more with FundXLS.