FSCC vs SPY
Comparison between FEDERATED HERMES MDT SMALL CAP CORE ETF (FSCC, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).
FSCC vs SPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
FSCC
$309M
Winner
SPY
$781B
Expense Ratio
FSCC
0.36%
Winner
SPY
0.09%
Max Drawdown
Winner
FSCC
27.29%
SPY
56.47%
Sharpe Ratio
Winner
FSCC
1.29
SPY
1.12
5Y Beta
FSCC
1.11
Winner
SPY
1.00
P/E Ratio
Winner
FSCC
-38.10
SPY
28.53
Forward P/E
Winner
FSCC
14.39
SPY
21.47
5Y Dividends CAGR
FSCC
N/A
SPY
6.00%
5Y EPS CAGR
FSCC
N/A
SPY
25.58%
Debt to Equity
FSCC
174.11%
Winner
SPY
32.09%
P/S Ratio
Winner
FSCC
1.13
SPY
3.75
P/B Ratio
Winner
FSCC
2.31
SPY
5.64
FSCC vs SPY - Holdings Comparison
FSCC and SPY have 1 common holdings. Overlap is 0.00%
FSCC's top 25 holdings weight is 24.37%. SPY's top 25 holdings weight is 51.74%.
| Rank | FSCC | SPY |
|---|---|---|
| #1 | n/a (AHR) - 2.13% | NVIDIA CORP (NVDA) - 7.89% |
| #2 | BRIGHTSPRING HEALTH SERVICES INC (BTSG) - 1.53% | APPLE INC (AAPL) - 7.37% |
| #3 | SPS COMMERCE INC (SPSC) - 1.31% | MICROSOFT CORP (MSFT) - 4.50% |
| #4 | POSTAL REALTY TRUST INC (PSTL) - 1.26% | AMAZON.COM INC (AMZN) - 3.82% |
| #5 | n/a (HG) - 1.11% | ALPHABET INC CLASS A (GOOGL) - 3.33% |
| #6 | HECLA MINING CO (HL) - 1.10% | BROADCOM INC (AVGO) - 2.86% |
| #7 | BANKUNITED INC (BKU) - 1.10% | ALPHABET INC CLASS C (GOOG) - 2.68% |
| #8 | MIRUM PHARMACEUTICALS INC (MIRM) - 1.09% | META PLATFORMS INC CLASS A (META) - 2.29% |
| #9 | LIQUIDIA CORP ORDINARY SHARES (LQDA) - 1.08% | TESLA INC (TSLA) - 1.70% |
| #10 | n/a (INDV) - 1.07% | MICRON TECHNOLOGY INC (MU) - 1.56% |
| #11 | n/a (SPHR) - 1.05% | JPMORGAN CHASE & CO (JPM) - 1.42% |
| #12 | CNO FINANCIAL GROUP INC (CNO) - 1.02% | ELI LILLY AND CO (LLY) - 1.40% |
| #13 | BYLINE BANCORP INC (BY) - 0.98% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.37% |
| #14 | BANK OF N.T BUTTERFIELD & SON LTD (n/a) - 0.93% | ADVANCED MICRO DEVICES INC (AMD) - 1.32% |
| #15 | FB FINANCIAL CORP (FBK) - 0.90% | EXXONMOBIL HOLDINGS CORP (XOM) - 0.92% |
| #16 | ARTERIS INC (AIP) - 0.89% | JOHNSON & JOHNSON (JNJ) - 0.91% |
| #17 | SLIDE INSURANCE HOLDINGS INC (SLDE) - 0.89% | VISA INC CLASS A (V) - 0.90% |
| #18 | n/a (MWA) - 0.86% | WALMART INC (WMT) - 0.76% |
| #19 | TRUSTMARK CORP (TRMK) - 0.84% | INTEL CORP (INTC) - 0.75% |
| #20 | JANUX THERAPEUTICS INC ORDINARY SHARES (JANX) - 0.81% | APPLIED MATERIALS INC (AMAT) - 0.70% |
| #21 | ULTRA CLEAN HOLDINGS INC (UCTT) - 0.50% | CISCO SYSTEMS INC (CSCO) - 0.68% |
| #22 | SIRIUSPOINT LTD (SPNT) - 0.48% | MASTERCARD INC CLASS A (MA) - 0.66% |
| #23 | UMB FINANCIAL CORP (UMBF) - 0.48% | ABBVIE INC (ABBV) - 0.66% |
| #24 | TEXAS CAPITAL BANCSHARES INC (TCBI) - 0.48% | CATERPILLAR INC (CAT) - 0.65% |
| #25 | BLUE BIRD CORP (BLBD) - 0.48% | LAM RESEARCH CORP (LRCX) - 0.64% |
| Total Holdings | 261 | 505 |
FSCC vs SPY - Historical Returns
Returns include dividend reinvestment.
1M
FSCC
-1.34%
Winner
SPY
+0.63%
3M
Winner
FSCC
+7.50%
SPY
+4.46%
6M
Winner
FSCC
+11.27%
SPY
+7.67%
1Y
Winner
FSCC
+28.84%
SPY
+17.68%
5Y(CAGR)
FSCC
N/A
SPY
+12.42%
10Y(CAGR)
FSCC
N/A
SPY
+14.84%
Max(CAGR)
Winner
FSCC
+18.04%
SPY
+8.44%
FSCC vs SPY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | FSCC | SPY |
|---|---|---|
| 2026 | +17.21% | +8.63% |
| 2025 | +14.97% | +18.00% |
| 2024 | +2.19% | +25.59% |
| 2023 | N/A | +26.72% |
| 2022 | N/A | -18.64% |
| 2021 | N/A | +30.52% |
| 2020 | N/A | +17.28% |
| 2019 | N/A | +31.09% |
| 2018 | N/A | -5.24% |
| 2017 | N/A | +20.78% |
| 2016 | N/A | +13.59% |
| 2015 | N/A | +1.31% |
| 2014 | N/A | +14.56% |
| 2013 | N/A | +29.00% |
| 2012 | N/A | +14.17% |
| 2011 | N/A | +0.85% |
| 2010 | N/A | +13.14% |
| 2009 | N/A | +22.67% |
| 2008 | N/A | -36.25% |
| 2007 | N/A | +5.32% |
| 2006 | N/A | +13.85% |
| 2005 | N/A | +5.32% |
| 2004 | N/A | +10.75% |
| 2003 | N/A | +24.18% |
| 2002 | N/A | -22.42% |
| 2001 | N/A | -10.13% |
| 2000 | N/A | -8.84% |
| 1999 | N/A | +8.61% |
FSCC vs SPY Drawdown Comparison
The maximum drawdown for FSCC was -27.17%, occurring on Apr 8, 2025. Recovery took 171 trading sessions.
The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.
The current FSCC drawdown is -5.30%. The current SPY drawdown is -2.57%.
| Rank | FSCC | SPY |
|---|---|---|
| #1 | -27.17% Dec 4, 2024 - Aug 13, 2025 | -55.20% Oct 9, 2007 - Aug 16, 2012 |
| #2 | -11.07% Jan 22, 2026 - Apr 17, 2026 | -47.50% Mar 24, 2000 - Oct 26, 2006 |
| #3 | -9.48% Jul 31, 2024 - Aug 26, 2024 | -33.70% Feb 19, 2020 - Aug 10, 2020 |
| #4 | -8.26% Oct 27, 2025 - Dec 3, 2025 | -24.50% Jan 3, 2022 - Dec 13, 2023 |
| #5 | -5.67% Nov 11, 2024 - Nov 25, 2024 | -19.34% Sep 20, 2018 - Apr 12, 2019 |
| #6 | -5.31% Aug 30, 2024 - Sep 17, 2024 | -18.76% Feb 19, 2025 - Jun 26, 2025 |
| #7 | -5.30% Jun 30, 2026 - Jul 23, 2026 | -13.02% Jul 20, 2015 - Apr 18, 2016 |
| #8 | -4.96% Sep 18, 2025 - Oct 24, 2025 | -10.10% Jan 26, 2018 - Aug 6, 2018 |
| #9 | -4.22% May 6, 2026 - May 26, 2026 | -9.44% Sep 2, 2020 - Nov 11, 2020 |
| #10 | -3.83% Oct 16, 2024 - Nov 6, 2024 | -9.30% Jan 19, 2000 - Mar 17, 2000 |
| #11 | -3.69% May 28, 2026 - Jun 12, 2026 | -9.05% Jul 19, 2007 - Oct 5, 2007 |
| #12 | -3.31% Dec 11, 2025 - Jan 8, 2026 | -8.88% Jan 27, 2026 - Apr 14, 2026 |
| #13 | -2.69% Sep 19, 2024 - Oct 14, 2024 | -8.41% Jul 16, 2024 - Sep 19, 2024 |
| #14 | -1.79% Aug 13, 2025 - Aug 22, 2025 | -7.35% Sep 14, 2012 - Jan 2, 2013 |
| #15 | -1.66% Jan 15, 2026 - Jan 21, 2026 | -7.27% Sep 18, 2014 - Oct 31, 2014 |
Correlation
Correlation between FSCC and SPY is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.
0.95
-101
Dividend Comparison (1999 - 2026)
FSCC vs SPY dividend yield comparison.
| Year | FSCC | SPY |
|---|---|---|
| 2026 | 0.00% | 0.50% |
| 2025 | 0.27% | 1.07% |
| 2024 | 0.16% | 1.21% |
| 2023 | 0.00% | 1.40% |
| 2022 | 0.00% | 1.65% |
| 2021 | 0.00% | 1.20% |
| 2020 | 0.00% | 1.52% |
| 2019 | 0.00% | 1.75% |
| 2018 | 0.00% | 2.04% |
| 2017 | 0.00% | 1.80% |
| 2016 | 0.00% | 2.03% |
| 2015 | 0.00% | 2.06% |
| 2014 | 0.00% | 1.87% |
| 2013 | 0.00% | 1.81% |
| 2012 | 0.00% | 2.18% |
| 2011 | 0.00% | 2.05% |
| 2010 | 0.00% | 1.80% |
| 2009 | 0.00% | 1.95% |
| 2008 | 0.00% | 3.02% |
| 2007 | 0.00% | 1.85% |
| 2006 | 0.00% | 1.73% |
| 2005 | 0.00% | 1.73% |
| 2004 | 0.00% | 1.82% |
| 2003 | 0.00% | 1.47% |
| 2002 | 0.00% | 1.70% |
| 2001 | 0.00% | 1.25% |
| 2000 | 0.00% | 1.15% |
| 1999 | 0.00% | 0.24% |
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