FSCC - ETF AI Analysis
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Federated Hermes MDT Small Cap Core ETF (FSCC)
FSCC, the Federated Hermes MDT Small Cap Core ETF, has a solid overall rating driven largely by strong holdings like Hamilton Insurance Group and Byline Bancorp, which show healthy financial performance, attractive valuations, and supportive technical trends. Postal Realty and Slide Insurance also add to the fund’s quality with good growth and income characteristics, while weaker names like C3ai and Perrigo, facing losses and bearish trends, modestly weigh on the rating. The main risk factor is the fund’s exposure to smaller companies, where individual financial or valuation challenges can have a bigger impact on performance.
FSCC vs. SPDR S&P 500 ETF (SPY)
- AUM
- 441.50M
- Region
- North America
- Expense Ratio
- 0.36%
- Beta
- 1.08
- Issuer
- Federated Hermes
- Inception Date
- Jul 31, 2024
- Dividend Yield
- 0.24%
- Asset Class
- Equity
- Index Tracked
- No Underlying Index
FSCC Summary
The Federated Hermes MDT Small Cap Core ETF (FSCC) focuses on small U.S. companies across many industries, rather than tracking a specific index. It holds a wide mix of stocks in areas like health care, financials, and industrials. Examples of companies in the fund include C3.ai and American Healthcare REIT. Investors might consider FSCC if they want growth potential from smaller, more agile businesses and added diversification beyond large, well-known brands. However, small-cap stocks can be more volatile, so the ETF’s price can move up and down more sharply than the overall market.
How much will it cost me?
This ETF has an expense ratio of 0.36%, which means you’ll pay about $3.60 per year for every $1,000 you invest. That’s a bit higher than the average low-cost index ETF because this fund is actively managed, with professionals selecting small-cap stocks rather than just tracking a simple index.
What would affect this ETF?
FSCC could benefit if the U.S. economy stays healthy, supporting growth in small companies across sectors like health care, financials, and technology, and if innovation and demand for services from its top holdings in health care, insurance, and real estate continue to rise. On the downside, higher interest rates, tighter credit conditions, or economic slowdowns can hurt small-cap stocks more than larger companies, and sector-specific issues such as health care regulation, real estate market weakness, or financial sector stress could weigh on the fund’s performance.
FSCC Top 10 Holdings
FSCC leans heavily into U.S. small caps with a noticeable tilt toward financials and health care, and a dash of tech. Insurance names like Hamilton Insurance Group and Slide Insurance are quietly pulling their weight, while Byline Bancorp is another financial player helping to keep returns rising. On the flip side, BankUnited has been lagging, acting as a bit of a brake on the fund. In real estate, Postal Realty has been a steady bright spot, whereas American Healthcare REIT and C3ai show more mixed, stop‑and‑go performance that adds volatility to the ride.
| Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
 AHR | American Healthcare REIT, Inc. | 2.14% | $9.47M | $11.76B | 20.85% | 64Neutral |
 AI | C3ai | 1.49% | $6.59M | $2.06B | -28.35% | 47Neutral |
 SLDE | Slide Insurance Holdings, Inc. | 1.38% | $6.11M | $3.40B | 84.87% | 73Outperform |
 PSTL | Postal Realty | 1.23% | $5.46M | $772.56M | 41.90% | 77Outperform |
 HG | Hamilton Insurance Group, Ltd. Class B | 1.17% | $5.17M | $3.58B | 46.61% | 82Outperform |
 CLBK | Columbia Financial | 1.14% | $5.07M | $2.94B | 55.37% | 60Neutral |
 BY | Byline Bancorp | 1.08% | $4.81M | $1.74B | 36.41% | 78Outperform |
 PRGO | Perrigo Company | 1.05% | $4.66M | $2.20B | -26.28% | 49Neutral |
 BKU | BankUnited | 0.99% | $4.38M | $3.07B | 13.88% | 74Outperform |
 TALO | Talos Energy | 0.99% | $4.41M | $3.10B | 90.06% | 63Neutral |
FSCC Technical Analysis
Price Trends
Market Momentum
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For FSCC, the sentiment is Positive. The current price of 33.80 is above the 20-day moving average (MA) of 33.70, below the 50-day MA of 34.54, and above the 200-day MA of 33.57, indicating a neutral trend. The MACD of -0.23 indicates Negative momentum. The RSI at 47.71 is Neutral, neither overbought nor oversold. The STOCH value of 75.21 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for FSCC.
FSCC Peer Comparison
Comparison Results
| Name | Price | Price Target | AUM | Expense Ratio | Overall Rating |
|---|---|---|---|---|---|
| FSCC | $33.80 | $36.00(6.51% Upside) | $441.50M | 0.36% | 63Neutral |
 SEIS | $31.58 | $39.64(25.52% Upside) | $613.51M | 0.55% | 68Neutral |
 FSML | $28.90 | $37.72(30.51% Upside) | $149.84M | 0.45% | 64Neutral |
 SCDV | $25.69 | $32.35(25.91% Upside) | $144.44M | 0.70% | 73Outperform |
 SIXS | $57.30 | $67.51(17.81% Upside) | $142.94M | 0.50% | 68Neutral |
 AFSM | $39.67 | $48.13(21.32% Upside) | $132.41M | 0.75% | 68Neutral |
Performance Comparison
| Show on chart | Ticker | Company Name | Price | Change | % Change |
|---|---|---|---|---|---|
| FSCC | Federated Hermes MDT Small Cap Core ETF | 33.80 | 3.64 | 12.07% | |
| SEIS | SEI Select Small Cap ETF | 31.58 | 3.53 | 12.60% | |
| FSML | Franklin Small Cap Enhanced ETF | 28.90 | 3.40 | 13.35% | |
| SCDV | Bahl & Gaynor Small Cap Dividend ETF | 25.69 | 0.69 | 2.75% | |
| SIXS | ETC 6 Meridian Small Cap Equity ETF | 57.30 | 8.80 | 18.13% | |
| AFSM | First Trust Active Factor Small Cap ETF | 39.67 | 7.25 | 22.35% |
This AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.