KAUFX vs. SCHV
Compare and contrast key facts about Federated Hermes Kaufmann Fd (KAUFX) and Schwab U.S. Large-Cap Value ETF (SCHV).
KAUFX is managed by Federated. It was launched on Feb 21, 1986. SCHV is a passively managed fund by Charles Schwab that tracks the performance of the Dow Jones U.S. Large-Cap Value Total Stock Market Index. It was launched on Dec 11, 2009.
Performance
KAUFX vs. SCHV - Performance Comparison
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KAUFX vs. SCHV - 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% |
SCHV Schwab U.S. Large-Cap Value ETF | 3.89% | 16.02% | 14.13% | 8.93% | -7.65% | 25.58% | 2.64% | 25.92% | -7.30% | 16.56% |
Returns By Period
In the year-to-date period, KAUFX achieves a -8.19% return, which is significantly lower than SCHV's 3.89% return. Both investments have delivered pretty close results over the past 10 years, with KAUFX having a 10.78% annualized return and SCHV not far behind at 10.62%.
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%
SCHV
- 1D
- 0.39%
- 1M
- -4.32%
- YTD
- 3.89%
- 6M
- 6.05%
- 1Y
- 17.64%
- 3Y*
- 14.46%
- 5Y*
- 9.37%
- 10Y*
- 10.62%
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KAUFX vs. SCHV - Expense Ratio Comparison
KAUFX has a 1.96% expense ratio, which is higher than SCHV's 0.04% expense ratio.
Return for Risk
KAUFX vs. SCHV — Risk / Return Rank
KAUFX
SCHV
KAUFX vs. SCHV - 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 Value ETF (SCHV). 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 | SCHV | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.67 | 1.15 | -0.48 |
Sortino ratioReturn per unit of downside risk | 1.10 | 1.64 | -0.54 |
Omega ratioGain probability vs. loss probability | 1.16 | 1.25 | -0.09 |
Calmar ratioReturn relative to maximum drawdown | 0.69 | 1.48 | -0.79 |
Martin ratioReturn relative to average drawdown | 2.89 | 6.91 | -4.02 |
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 | SCHV | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.67 | 1.15 | -0.48 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.11 | 0.65 | -0.54 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.52 | 0.63 | -0.11 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.56 | 0.68 | -0.12 |
Correlation
The correlation between KAUFX and SCHV is 0.68, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
KAUFX vs. SCHV - Dividend Comparison
KAUFX's dividend yield for the trailing twelve months is around 11.72%, more than SCHV's 1.96% 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% |
SCHV Schwab U.S. Large-Cap Value ETF | 1.96% | 2.02% | 2.25% | 2.42% | 2.37% | 1.93% | 3.03% | 3.02% | 3.05% | 2.37% | 2.65% | 2.69% |
Drawdowns
KAUFX vs. SCHV - Drawdown Comparison
The maximum KAUFX drawdown since its inception was -54.66%, which is greater than SCHV's maximum drawdown of -37.08%. Use the drawdown chart below to compare losses from any high point for KAUFX and SCHV.
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Drawdown Indicators
| KAUFX | SCHV | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -54.66% | -37.08% | -17.58% |
Max Drawdown (1Y)Largest decline over 1 year | -14.83% | -11.93% | -2.90% |
Max Drawdown (5Y)Largest decline over 5 years | -40.76% | -19.78% | -20.98% |
Max Drawdown (10Y)Largest decline over 10 years | -40.76% | -37.08% | -3.68% |
Current DrawdownCurrent decline from peak | -11.03% | -4.58% | -6.45% |
Average DrawdownAverage peak-to-trough decline | -11.23% | -3.86% | -7.37% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.52% | 2.55% | +0.97% |
Volatility
KAUFX vs. SCHV - Volatility Comparison
Federated Hermes Kaufmann Fd (KAUFX) has a higher volatility of 7.82% compared to Schwab U.S. Large-Cap Value ETF (SCHV) at 4.13%. This indicates that KAUFX's price experiences larger fluctuations and is considered to be riskier than SCHV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| KAUFX | SCHV | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.82% | 4.13% | +3.69% |
Volatility (6M)Calculated over the trailing 6-month period | 13.53% | 8.08% | +5.45% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.57% | 15.42% | +4.15% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.93% | 14.48% | +6.45% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.78% | 16.91% | +3.87% |