FGSKX vs. VOT
Compare and contrast key facts about Federated Hermes MDT Mid Cap Growth Fund Class R6 (FGSKX) and Vanguard Mid-Cap Growth ETF (VOT).
FGSKX is an actively managed fund by Federated Hermes. It was launched on Dec 12, 2006. 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
FGSKX vs. VOT - Performance Comparison
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FGSKX vs. VOT - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FGSKX Federated Hermes MDT Mid Cap Growth Fund Class R6 | -9.48% | 10.90% | 33.36% | 27.45% | -24.38% | 22.74% | 35.92% | 28.35% | -3.00% | 24.68% |
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, FGSKX achieves a -9.48% return, which is significantly lower than VOT's -7.62% return. Over the past 10 years, FGSKX has outperformed VOT with an annualized return of 13.79%, while VOT has yielded a comparatively lower 10.62% annualized return.
FGSKX
- 1D
- -0.81%
- 1M
- -9.32%
- YTD
- -9.48%
- 6M
- -11.69%
- 1Y
- 8.47%
- 3Y*
- 15.86%
- 5Y*
- 9.58%
- 10Y*
- 13.79%
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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FGSKX vs. VOT - Expense Ratio Comparison
FGSKX has a 0.84% expense ratio, which is higher than VOT's 0.07% expense ratio.
Return for Risk
FGSKX vs. VOT — Risk / Return Rank
FGSKX
VOT
FGSKX vs. VOT - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Federated Hermes MDT Mid Cap Growth Fund Class R6 (FGSKX) 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.
| FGSKX | VOT | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.28 | 0.28 | 0.00 |
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 | 0.42 | 0.38 | +0.03 |
Martin ratioReturn relative to average drawdown | 1.30 | 1.20 | +0.10 |
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
| FGSKX | VOT | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.28 | 0.28 | 0.00 |
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 | 0.41 | 0.42 | 0.00 |
Correlation
The correlation between FGSKX and VOT is 0.92, 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
FGSKX vs. VOT - Dividend Comparison
FGSKX's dividend yield for the trailing twelve months is around 5.93%, more than VOT's 0.72% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FGSKX Federated Hermes MDT Mid Cap Growth Fund Class R6 | 5.93% | 5.37% | 4.70% | 0.00% | 2.52% | 28.15% | 7.60% | 8.72% | 15.47% | 14.82% | 0.89% | 26.74% |
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
FGSKX vs. VOT - Drawdown Comparison
The maximum FGSKX drawdown since its inception was -55.05%, smaller than the maximum VOT drawdown of -60.16%. Use the drawdown chart below to compare losses from any high point for FGSKX and VOT.
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Drawdown Indicators
| FGSKX | VOT | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -55.05% | -60.16% | +5.11% |
Max Drawdown (1Y)Largest decline over 1 year | -14.01% | -15.96% | +1.95% |
Max Drawdown (5Y)Largest decline over 5 years | -35.68% | -37.19% | +1.51% |
Max Drawdown (10Y)Largest decline over 10 years | -37.16% | -37.19% | +0.03% |
Current DrawdownCurrent decline from peak | -14.01% | -13.36% | -0.65% |
Average DrawdownAverage peak-to-trough decline | -10.90% | -10.01% | -0.89% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.50% | 5.10% | -0.60% |
Volatility
FGSKX vs. VOT - Volatility Comparison
The current volatility for Federated Hermes MDT Mid Cap Growth Fund Class R6 (FGSKX) is 5.42%, while Vanguard Mid-Cap Growth ETF (VOT) has a volatility of 6.50%. This indicates that FGSKX 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
| FGSKX | VOT | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.42% | 6.50% | -1.08% |
Volatility (6M)Calculated over the trailing 6-month period | 14.12% | 12.32% | +1.80% |
Volatility (1Y)Calculated over the trailing 1-year period | 20.55% | 21.01% | -0.46% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.41% | 21.33% | +1.08% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.35% | 20.92% | +1.43% |