FSCC vs OVL

Comparison between FEDERATED HERMES MDT SMALL CAP CORE ETF (FSCC, ETF) and OVERLAY SHARES LARGE CAP EQUITY ETF (OVL, ETF).

FSCC vs OVL - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	FSCC(ETF)	OVL(ETF)
Net Assets	$277M	$276M
Expense Ratio	0.36%	0.79%
Max Drawdown	27.29%	35.49%
Sharpe Ratio	1.57	1.59
5Y Beta	1.12	1.11
P/E Ratio	-25.17	N/A
Forward P/E	15.37	N/A
5Y Dividends CAGR	N/A	28.91%
Debt to Equity	94.91%	N/A
P/S Ratio	1.00	N/A
P/B Ratio	2.33	N/A

Net Assets

Winner

FSCC

$277M

OVL

$276M

Expense Ratio

Winner

FSCC

0.36%

OVL

0.79%

Max Drawdown

Winner

FSCC

27.29%

OVL

35.49%

Sharpe Ratio

FSCC

1.57

Winner

OVL

1.59

5Y Beta

FSCC

1.12

Winner

OVL

1.11

P/E Ratio

FSCC

-25.17

OVL

N/A

Forward P/E

FSCC

15.37

OVL

N/A

5Y Dividends CAGR

FSCC

N/A

OVL

28.91%

Debt to Equity

FSCC

94.91%

OVL

N/A

P/S Ratio

FSCC

1.00

OVL

N/A

P/B Ratio

FSCC

2.33

OVL

N/A

FSCC vs OVL - Holdings Comparison

FSCC and OVL have 0 common holdings. Overlap is 0.00%

FSCC's top 25 holdings weight is 24.63%. OVL's top 25 holdings weight is 99.71%.

Rank	FSCC	OVL
#1	BLOOM ENERGY CORP CLASS A (BE) - 2.13%	VANGUARD S&P 500 ETF (VOO) - 99.26%
#2	n/a (AHR) - 2.09%	FIRST AMERICAN GOVERNMENT OBLIGS X (FGXXX) - 0.45%
#3	BRIGHTSPRING HEALTH SERVICES INC (BTSG) - 1.37%	N/A
#4	POWELL INDUSTRIES INC (POWL) - 1.18%	N/A
#5	n/a (SPHR) - 1.16%	N/A
#6	BANKUNITED INC (BKU) - 1.10%	N/A
#7	SPS COMMERCE INC (SPSC) - 1.08%	N/A
#8	PRIMORIS SERVICES CORP (PRIM) - 1.07%	N/A
#9	POSTAL REALTY TRUST INC (PSTL) - 1.04%	N/A
#10	MIRUM PHARMACEUTICALS INC (MIRM) - 1.04%	N/A
#11	ARTERIS INC (AIP) - 0.96%	N/A
#12	CNO FINANCIAL GROUP INC (CNO) - 0.94%	N/A
#13	n/a (INDV) - 0.92%	N/A
#14	EMCOR GROUP INC (EME) - 0.90%	N/A
#15	n/a (HG) - 0.88%	N/A
#16	FB FINANCIAL CORP (FBK) - 0.86%	N/A
#17	FLUOR CORP (FLR) - 0.86%	N/A
#18	n/a (MWA) - 0.84%	N/A
#19	LEGENCE CORP ORDINARY SHARES CLASS A (LGN) - 0.84%	N/A
#20	VIASAT INC (VSAT) - 0.81%	N/A
#21	HUT 8 CORP (HUT) - 0.52%	N/A
#22	ADVANCE AUTO PARTS INC (AAP) - 0.51%	N/A
#23	KRISPY KREME INC (DNUT) - 0.51%	N/A
#24	GRANITE CONSTRUCTION INC (GVA) - 0.51%	N/A
#25	BLUE BIRD CORP (BLBD) - 0.51%	N/A
Total Holdings	269	2

FSCC vs OVL - Historical Returns

Returns include dividend reinvestment.

Period	FSCC	OVL
1 month	+3.87%	+0.09%
3 months	+20.06%	+12.49%
6 months	+16.08%	+11.22%
1 year	+39.41%	+28.63%
5 years(CAGR)	N/A	+13.69%
Max(CAGR)	+19.52%	+17.44%

Winner

FSCC

+3.87%

OVL

+0.09%

Winner

FSCC

+20.06%

OVL

+12.49%

Winner

FSCC

+16.08%

OVL

+11.22%

Winner

FSCC

+39.41%

OVL

+28.63%

5Y(CAGR)

FSCC

N/A

OVL

+13.69%

Max(CAGR)

Winner

FSCC

+19.52%

OVL

+17.44%

FSCC vs OVL - Annual Returns (2019 - 2026)

Returns include dividend reinvestment.

Year	FSCC	OVL
2026	+17.75%	+10.50%
2025	+14.97%	+18.52%
2024	+2.19%	+28.94%
2023	N/A	+28.57%
2022	N/A	-23.37%
2021	N/A	+34.48%
2020	N/A	+18.56%
2019	N/A	+10.84%

FSCC vs OVL Drawdown Comparison

The maximum drawdown for FSCC was -27.17%, occurring on Apr 8, 2025. Recovery took 171 trading sessions.

The maximum drawdown for OVL was -35.49%, occurring on Mar 20, 2020. Recovery took 118 trading sessions.

The current OVL drawdown is -3.01%.

Rank	FSCC	OVL
#1	-27.17% Dec 4, 2024 - Aug 13, 2025	-35.49% Feb 19, 2020 - Aug 6, 2020
#2	-11.07% Jan 22, 2026 - Apr 17, 2026	-29.24% Jan 3, 2022 - Jan 19, 2024
#3	-9.48% Jul 31, 2024 - Aug 26, 2024	-21.69% Feb 19, 2025 - Jul 3, 2025
#4	-8.26% Oct 27, 2025 - Dec 3, 2025	-10.29% Sep 2, 2020 - Nov 13, 2020
#5	-5.67% Nov 11, 2024 - Nov 25, 2024	-10.10% Jul 16, 2024 - Sep 19, 2024
#6	-5.31% Aug 30, 2024 - Sep 17, 2024	-8.73% Jan 28, 2026 - Apr 14, 2026
#7	-4.96% Sep 18, 2025 - Oct 24, 2025	-7.39% Mar 28, 2024 - May 15, 2024
#8	-4.22% May 6, 2026 - May 26, 2026	-6.38% Oct 29, 2025 - Dec 10, 2025
#9	-3.83% Oct 16, 2024 - Nov 6, 2024	-6.28% Sep 3, 2021 - Oct 21, 2021
#10	-3.69% May 28, 2026 - Jun 12, 2026	-5.47% Dec 6, 2024 - Jan 23, 2025
#11	-3.31% Dec 11, 2025 - Jan 8, 2026	-5.24% Jun 2, 2026 - Jun 10, 2026
#12	-2.69% Sep 19, 2024 - Oct 14, 2024	-4.72% Feb 17, 2021 - Mar 11, 2021
#13	-1.79% Aug 13, 2025 - Aug 22, 2025	-4.25% Jan 17, 2020 - Feb 6, 2020
#14	-1.66% Jan 15, 2026 - Jan 21, 2026	-4.15% May 7, 2021 - Jun 4, 2021
#15	-1.38% Aug 28, 2025 - Sep 5, 2025	-3.98% Jan 21, 2021 - Feb 4, 2021