KAUFX vs. SCHG
Compare and contrast key facts about Federated Hermes Kaufmann Fd (KAUFX) and Schwab U.S. Large-Cap Growth ETF (SCHG).
KAUFX is managed by Federated. It was launched on Feb 21, 1986. SCHG is a passively managed fund by Charles Schwab that tracks the performance of the Dow Jones U.S. Large-Cap Growth Total Stock Market Total Return Index. It was launched on Dec 11, 2009.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: KAUFX or SCHG.
Correlation
The correlation between KAUFX and SCHG is 0.85, 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.
Performance
KAUFX vs. SCHG - Performance Comparison
Key characteristics
KAUFX:
0.48
SCHG:
1.82
KAUFX:
0.69
SCHG:
2.40
KAUFX:
1.11
SCHG:
1.32
KAUFX:
0.27
SCHG:
2.69
KAUFX:
1.68
SCHG:
10.22
KAUFX:
5.61%
SCHG:
3.25%
KAUFX:
19.80%
SCHG:
18.30%
KAUFX:
-64.45%
SCHG:
-34.59%
KAUFX:
-28.20%
SCHG:
-1.44%
Returns By Period
In the year-to-date period, KAUFX achieves a 4.51% return, which is significantly higher than SCHG's 2.91% return. Over the past 10 years, KAUFX has underperformed SCHG with an annualized return of 0.07%, while SCHG has yielded a comparatively higher 17.19% annualized return.
KAUFX
4.51%
3.02%
1.05%
8.02%
-1.36%
0.07%
SCHG
2.91%
0.70%
18.08%
31.76%
19.45%
17.19%
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KAUFX vs. SCHG - Expense Ratio Comparison
KAUFX has a 1.96% expense ratio, which is higher than SCHG's 0.04% expense ratio.
Risk-Adjusted Performance
KAUFX vs. SCHG — Risk-Adjusted Performance Rank
KAUFX
SCHG
KAUFX vs. SCHG - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Federated Hermes Kaufmann Fd (KAUFX) and Schwab U.S. Large-Cap Growth ETF (SCHG). 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.
Dividends
KAUFX vs. SCHG - Dividend Comparison
KAUFX has not paid dividends to shareholders, while SCHG's dividend yield for the trailing twelve months is around 0.39%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
KAUFX Federated Hermes Kaufmann Fd | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
SCHG Schwab U.S. Large-Cap Growth ETF | 0.39% | 0.40% | 0.47% | 0.55% | 0.42% | 0.52% | 0.82% | 1.28% | 1.01% | 1.04% | 1.22% | 1.09% |
Drawdowns
KAUFX vs. SCHG - Drawdown Comparison
The maximum KAUFX drawdown since its inception was -64.45%, which is greater than SCHG's maximum drawdown of -34.59%. Use the drawdown chart below to compare losses from any high point for KAUFX and SCHG. For additional features, visit the drawdowns tool.
Volatility
KAUFX vs. SCHG - Volatility Comparison
The current volatility for Federated Hermes Kaufmann Fd (KAUFX) is 5.78%, while Schwab U.S. Large-Cap Growth ETF (SCHG) has a volatility of 6.54%. This indicates that KAUFX experiences smaller price fluctuations and is considered to be less risky than SCHG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.