FSCC vs VTI

FSCC vs VTI

Which is better, FSCC or VTI?

Small Cap Blend against Large Cap Blend.

VTI has a lower expense ratio. VTI led over 1Y and the full window. FSCC is less concentrated, with 11.8% of the fund in its ten largest positions against 33.3%.

Lower Fees: VTIHigher Returns: VTILess Concentrated: FSCC

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

MetricFSCCVTI
Expense Ratio0.36%0.03%Best
AUM$359M$666.9B
Dividend Yield0.23%1.03%
Holdings3083,543
YTD Return+12.80%+13.14%Best
1Y Return+14.35%+16.63%Best
3Y Return (annualized)-+22.30%
5Y Return (annualized)-+12.01%
Volatility (annualized)18.5%12.4%Best
Max Drawdown-27.2%-19.3%Best
$10,000 over 2.1 years$13,272$14,111Best
Top 10 Weight11.8%Best33.3%
Fund FamilyFederated HermesVanguard (US)
CategoryEquityEquity
StyleSmall Cap BlendLarge Cap Blend
InceptionJul 30, 2024May 24, 2001

Volatility and max drawdown, and the $10,000 over 2.1 years row, are measured over the window both funds cover: Jul 31, 2024 to Sep 23, 2026 (2.1 years).

FSCC vs VTI 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 2.1 years both funds cover.

FSCC vs VTI Performance

Federated Hermes MDT Small Cap Core ETF (FSCC) is an ETF from Federated Hermes and Vanguard Morningstar Total Stock Market ETF (VTI) is an ETF from Vanguard (US). Over the past year FSCC returned +14.35% while VTI returned +16.63%. Year to date, FSCC is up 12.80% versus a gain of 13.14% for VTI.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

FSCC has been the more volatile fund, with annualized monthly volatility of 18.5% compared with 12.4% for VTI. 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 -19.3% for VTI. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.85. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

FSCC charges 0.36% per year while VTI 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 0.23% against 1.03% for VTI.

Holdings Overlap

FSCC already in VTI88.8%
VTI already in FSCC1.1%

88.8% of FSCC's money is in holdings VTI also owns. 1.1% of VTI's money is in holdings FSCC also owns.

Most of FSCC is already inside VTI. Owning both mostly buys the same companies twice.

281 positions in common, counted across the 311 positions we hold weights for in FSCC and 3,463 in VTI, against full books of 308 and 3,543.

What only one of them owns

Our book lists 1,057 positions for VTI that do not appear in our book for FSCC (96.4% of the fund), and 19 for FSCC that do not appear in VTI (8.3%).

Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.

Top Shared Holdings

StockWeight in FSCCWeight in VTIDifference
AHRAmerican Healthcare REIT Inc2.10%0.02%2.08%
PSTLPostal Realty Trust Inc- A Common Stock1.27%0.00%1.27%
SPSCSps Commerce Inc1.19%0.00%1.19%
BKUBankunited Inc1.06%0.00%1.06%
SLDESlide Insurance Holdings Inc1.04%0.00%1.04%
BTSGBrightspring Health1.02%0.01%1.01%
CNOCno Financial Group Inc1.00%0.01%0.99%
BYByline Bancorp, Inc.0.99%0.00%0.99%
JANXJanux Therapeutics Inc0.99%0.00%0.99%
HLHecla Mining Co0.97%0.01%0.96%

88.8% of FSCC is already inside VTI.

You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.

FSCCVTI

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, FSCC or VTI?

FSCC has an expense ratio of 0.36% while VTI charges 0.03%. VTI is the cheaper option, by $33 a year on a $10,000 investment.

Which performed better, FSCC or VTI?

Over the past year FSCC returned +14.35% vs +16.63% for VTI, so VTI leads on 1-year performance. Over the longest common window we track (2 years), FSCC annualized +14.43% vs +17.82% for VTI. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, FSCC or VTI?

FSCC has been the more volatile fund at 18.5% annualized versus 12.4% for VTI. Worst drawdown: FSCC -27.2% vs VTI -19.3%.

Should I hold both FSCC and VTI?

FSCC and VTI have a monthly-return correlation of 0.85, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.

What is the holdings overlap between FSCC and VTI?

88.8% of FSCC's money is in holdings VTI also owns. 1.1% of VTI's is in holdings FSCC also owns. They hold 281 positions in common, counted across the 311 positions we hold weights for in FSCC and 3,463 in VTI.

Which pays a higher dividend, FSCC or VTI?

FSCC yields 0.23% while VTI yields 1.03%, so VTI currently pays the higher dividend yield.

Is VTI better than FSCC?

VTI has a lower expense ratio. VTI led over 1Y and the full window. FSCC is less concentrated, with 11.8% of the fund in its ten largest positions against 33.3%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.