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 Index. It was launched on Dec 11, 2009.
Performance
KAUFX vs. SCHG - Performance Comparison
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KAUFX vs. SCHG - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
KAUFX Federated Hermes Kaufmann Fd | -8.19% | 12.18% | 29.84% | 14.88% | -30.30% | 2.46% | 28.54% | 32.56% | 4.03% | 27.65% |
SCHG Schwab U.S. Large-Cap Growth ETF | -9.73% | 17.50% | 34.95% | 50.10% | -31.80% | 28.11% | 39.14% | 36.02% | -1.36% | 28.05% |
Returns By Period
In the year-to-date period, KAUFX achieves a -8.19% return, which is significantly higher than SCHG's -9.73% return. Over the past 10 years, KAUFX has underperformed SCHG with an annualized return of 10.78%, while SCHG has yielded a comparatively higher 16.95% annualized return.
KAUFX
- 1D
- 4.45%
- 1M
- -7.69%
- YTD
- -8.19%
- 6M
- -8.41%
- 1Y
- 12.99%
- 3Y*
- 14.74%
- 5Y*
- 2.30%
- 10Y*
- 10.78%
SCHG
- 1D
- 0.96%
- 1M
- -4.46%
- YTD
- -9.73%
- 6M
- -8.15%
- 1Y
- 17.00%
- 3Y*
- 22.30%
- 5Y*
- 12.76%
- 10Y*
- 16.95%
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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.
Return for Risk
KAUFX vs. SCHG — Risk / Return Rank
KAUFX
SCHG
KAUFX vs. SCHG - Risk-Adjusted Trends 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.
| KAUFX | SCHG | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.67 | 0.76 | -0.09 |
Sortino ratioReturn per unit of downside risk | 1.10 | 1.24 | -0.15 |
Omega ratioGain probability vs. loss probability | 1.16 | 1.17 | -0.02 |
Calmar ratioReturn relative to maximum drawdown | 0.69 | 1.09 | -0.41 |
Martin ratioReturn relative to average drawdown | 2.89 | 3.71 | -0.82 |
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
| KAUFX | SCHG | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.67 | 0.76 | -0.09 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.11 | 0.57 | -0.46 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.52 | 0.79 | -0.27 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.56 | 0.79 | -0.23 |
Correlation
The correlation between KAUFX and SCHG is 0.81, 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
KAUFX vs. SCHG - Dividend Comparison
KAUFX's dividend yield for the trailing twelve months is around 11.72%, more than SCHG's 0.43% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
KAUFX Federated Hermes Kaufmann Fd | 11.72% | 10.76% | 22.39% | 1.89% | 0.00% | 9.77% | 6.94% | 11.75% | 15.74% | 11.76% | 10.48% | 16.34% |
SCHG Schwab U.S. Large-Cap Growth ETF | 0.43% | 0.36% | 0.39% | 0.46% | 0.55% | 0.42% | 0.52% | 0.82% | 1.27% | 1.01% | 1.04% | 1.22% |
Drawdowns
KAUFX vs. SCHG - Drawdown Comparison
The maximum KAUFX drawdown since its inception was -54.66%, 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.
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Drawdown Indicators
| KAUFX | SCHG | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -54.66% | -34.59% | -20.07% |
Max Drawdown (1Y)Largest decline over 1 year | -14.83% | -16.41% | +1.58% |
Max Drawdown (5Y)Largest decline over 5 years | -40.76% | -34.59% | -6.17% |
Max Drawdown (10Y)Largest decline over 10 years | -40.76% | -34.59% | -6.17% |
Current DrawdownCurrent decline from peak | -11.03% | -12.51% | +1.48% |
Average DrawdownAverage peak-to-trough decline | -11.23% | -5.22% | -6.01% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.52% | 4.84% | -1.32% |
Volatility
KAUFX vs. SCHG - Volatility Comparison
Federated Hermes Kaufmann Fd (KAUFX) has a higher volatility of 7.82% compared to Schwab U.S. Large-Cap Growth ETF (SCHG) at 6.77%. This indicates that KAUFX's price experiences larger fluctuations and is considered to be riskier than SCHG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| KAUFX | SCHG | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.82% | 6.77% | +1.05% |
Volatility (6M)Calculated over the trailing 6-month period | 13.53% | 12.54% | +0.99% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.57% | 22.45% | -2.88% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.93% | 22.31% | -1.38% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.78% | 21.51% | -0.73% |