FSCC vs SCDV
Federated Hermes MDT Small Cap Core ETF vs Bahl & Gaynor Small Cap Dividend ETF
Which is better, FSCC or SCDV?
FSCC has been ahead.
FSCC has a lower expense ratio. FSCC led over 1Y and the full window. FSCC is less concentrated, with 11.8% of the fund in its ten largest positions against 48.0%.
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
| Metric | FSCC | SCDV |
|---|---|---|
| Expense Ratio | 0.36%Best | 0.70% |
| AUM | $427M | $148M |
| Dividend Yield | 0.24% | 0.43% |
| Holdings | 622 | 40 |
| YTD Return | +10.38%Best | +6.54% |
| 1Y Return | +12.30%Best | +3.53% |
| Volatility (annualized) | 18.5% | 14.5%Best |
| Max Drawdown | -25.3% | -22.8%Best |
| $10,000 over 1.8 years | $12,055Best | $10,403 |
| Top 10 Weight | 11.8%Best | 48.0% |
| Fund Family | Federated Hermes | Bahl & Gaynor |
| Category | Equity | Equity |
| Style | Small Cap Blend | Small Cap Blend |
| Inception | Jul 30, 2024 | Dec 11, 2024 |
Not shown on this pair: 3Y Return (annualized), 5Y Return (annualized).
Volatility and max drawdown, and the $10,000 over 1.8 years row, are measured over the window both funds cover: Dec 12, 2024 to Oct 14, 2026 (1.8 years).
FSCC vs SCDV 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 1.8 years both funds cover.
FSCC vs SCDV Performance
Federated Hermes MDT Small Cap Core ETF (FSCC) is an ETF from Federated Hermes and Bahl & Gaynor Small Cap Dividend ETF (SCDV) is an ETF from Bahl & Gaynor. Over the past year FSCC returned +12.30% while SCDV returned +3.53%. Year to date, FSCC is up 10.38% versus a gain of 6.54% for SCDV.
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 14.5% for SCDV. 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 -25.3% for FSCC and -22.8% for SCDV. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.79. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
FSCC charges 0.36% per year while SCDV charges 0.70%. On a $10,000 position that is $36 vs $70 annually, a gap of $34 per year that compounds over a long holding period. On income, FSCC currently yields 0.24% against 0.43% for SCDV.
Holdings Overlap
3.2% of FSCC's money is in holdings SCDV also owns. 12.3% of SCDV's money is in holdings FSCC also owns.
SCDV and FSCC share little of their money.
4 positions in common, counted across the 310 positions we hold weights for in FSCC and 36 in SCDV, against full books of 622 and 40.
What only one of them owns
Our book lists 31 positions for SCDV that do not appear in our book for FSCC (83.8% of the fund), and 285 for FSCC that do not appear in SCDV (91.9%).
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.
You are not choosing between two funds in isolation.
Whichever of FSCC and SCDV you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, FSCC or SCDV?
FSCC has an expense ratio of 0.36% while SCDV charges 0.70%. FSCC is the cheaper option, by $34 a year on a $10,000 investment.
Which performed better, FSCC or SCDV?
Over the past year FSCC returned +12.30% vs +3.53% for SCDV, so FSCC leads on 1-year performance. Over the longest common window we track (2 years), FSCC annualized +10.94% vs +2.22% for SCDV. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, FSCC or SCDV?
FSCC has been the more volatile fund at 18.5% annualized versus 14.5% for SCDV. Worst drawdown: FSCC -25.3% vs SCDV -22.8%.
Should I hold both FSCC and SCDV?
FSCC and SCDV have a monthly-return correlation of 0.79, 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 SCDV?
12.3% of SCDV's money is in holdings FSCC also owns. 12.3% of SCDV's is in holdings FSCC also owns. They hold 4 positions in common, counted across the 310 positions we hold weights for in FSCC and 36 in SCDV.
Which pays a higher dividend, FSCC or SCDV?
FSCC yields 0.24% while SCDV yields 0.43%, so SCDV currently pays the higher dividend yield.
Is SCDV better than FSCC?
FSCC has a lower expense ratio. FSCC led over 1Y and the full window. FSCC is less concentrated, with 11.8% of the fund in its ten largest positions against 48.0%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.