FGSIX vs. VOT
Compare and contrast key facts about Federated MDT Mid Cap Growth Fund Institutional Shares (FGSIX) and Vanguard Mid-Cap Growth ETF (VOT).
FGSIX is an actively managed fund by Federated. It was launched on Aug 23, 1984. VOT is a passively managed fund by Vanguard that tracks the performance of the CRSP US Mid Cap Growth Index. It was launched on Aug 17, 2006.
Performance
FGSIX vs. VOT - Performance Comparison
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FGSIX vs. VOT - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FGSIX Federated MDT Mid Cap Growth Fund Institutional Shares | -9.48% | 10.87% | 33.37% | 27.44% | -24.39% | 22.77% | 35.86% | 28.34% | -3.00% | 24.70% |
VOT Vanguard Mid-Cap Growth ETF | -7.62% | 10.72% | 16.38% | 23.10% | -28.87% | 20.50% | 34.50% | 33.76% | -5.56% | 21.80% |
Returns By Period
In the year-to-date period, FGSIX achieves a -9.48% return, which is significantly lower than VOT's -7.62% return. Over the past 10 years, FGSIX has outperformed VOT with an annualized return of 13.82%, while VOT has yielded a comparatively lower 10.62% annualized return.
FGSIX
- 1D
- -0.80%
- 1M
- -9.33%
- YTD
- -9.48%
- 6M
- -11.71%
- 1Y
- 8.47%
- 3Y*
- 15.84%
- 5Y*
- 9.58%
- 10Y*
- 13.82%
VOT
- 1D
- 3.09%
- 1M
- -7.40%
- YTD
- -7.62%
- 6M
- -12.08%
- 1Y
- 5.90%
- 3Y*
- 10.49%
- 5Y*
- 4.04%
- 10Y*
- 10.62%
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FGSIX vs. VOT - Expense Ratio Comparison
FGSIX has a 0.85% expense ratio, which is higher than VOT's 0.07% expense ratio.
Return for Risk
FGSIX vs. VOT — Risk / Return Rank
FGSIX
VOT
FGSIX vs. VOT - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Federated MDT Mid Cap Growth Fund Institutional Shares (FGSIX) and Vanguard Mid-Cap Growth ETF (VOT). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| FGSIX | VOT | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.29 | 0.28 | +0.01 |
Sortino ratioReturn per unit of downside risk | 0.56 | 0.55 | +0.01 |
Omega ratioGain probability vs. loss probability | 1.08 | 1.07 | +0.01 |
Calmar ratioReturn relative to maximum drawdown | 0.32 | 0.38 | -0.06 |
Martin ratioReturn relative to average drawdown | 0.99 | 1.20 | -0.21 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| FGSIX | VOT | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.29 | 0.28 | +0.01 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.43 | 0.19 | +0.24 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.62 | 0.51 | +0.11 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.62 | 0.42 | +0.21 |
Correlation
The correlation between FGSIX and VOT is 0.90, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
FGSIX vs. VOT - Dividend Comparison
FGSIX's dividend yield for the trailing twelve months is around 5.04%, more than VOT's 0.72% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FGSIX Federated MDT Mid Cap Growth Fund Institutional Shares | 5.04% | 4.56% | 4.02% | 0.00% | 2.17% | 24.31% | 6.77% | 7.83% | 14.02% | 13.59% | 1.11% | 24.86% |
VOT Vanguard Mid-Cap Growth ETF | 0.72% | 0.64% | 0.67% | 0.71% | 0.78% | 0.34% | 0.56% | 0.78% | 0.84% | 0.72% | 0.81% | 0.81% |
Drawdowns
FGSIX vs. VOT - Drawdown Comparison
The maximum FGSIX drawdown since its inception was -37.16%, smaller than the maximum VOT drawdown of -60.16%. Use the drawdown chart below to compare losses from any high point for FGSIX and VOT.
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Drawdown Indicators
| FGSIX | VOT | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -37.16% | -60.16% | +23.00% |
Max Drawdown (1Y)Largest decline over 1 year | -13.36% | -15.96% | +2.60% |
Max Drawdown (5Y)Largest decline over 5 years | -35.67% | -37.19% | +1.52% |
Max Drawdown (10Y)Largest decline over 10 years | -37.16% | -37.19% | +0.03% |
Current DrawdownCurrent decline from peak | -13.36% | -13.36% | 0.00% |
Average DrawdownAverage peak-to-trough decline | -7.08% | -10.01% | +2.93% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.34% | 5.10% | -0.76% |
Volatility
FGSIX vs. VOT - Volatility Comparison
The current volatility for Federated MDT Mid Cap Growth Fund Institutional Shares (FGSIX) is 5.43%, while Vanguard Mid-Cap Growth ETF (VOT) has a volatility of 6.50%. This indicates that FGSIX experiences smaller price fluctuations and is considered to be less risky than VOT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FGSIX | VOT | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.43% | 6.50% | -1.07% |
Volatility (6M)Calculated over the trailing 6-month period | 13.69% | 12.32% | +1.37% |
Volatility (1Y)Calculated over the trailing 1-year period | 20.29% | 21.01% | -0.72% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.39% | 21.33% | +1.06% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.27% | 20.92% | +1.35% |