KAUFX vs. VO
Compare and contrast key facts about Federated Hermes Kaufmann Fd (KAUFX) and Vanguard Mid-Cap ETF (VO).
KAUFX is managed by Federated. It was launched on Feb 21, 1986. VO is a passively managed fund by Vanguard that tracks the performance of the CRSP US Mid Cap Index. It was launched on Jan 26, 2004.
Performance
KAUFX vs. VO - Performance Comparison
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KAUFX vs. VO - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
KAUFX Federated Hermes Kaufmann Fd | -12.10% | 12.18% | 29.84% | 14.88% | -30.30% | 2.46% | 28.54% | 32.56% | 4.03% | 27.65% |
VO Vanguard Mid-Cap ETF | -0.68% | 11.62% | 15.31% | 16.03% | -18.73% | 24.70% | 18.10% | 30.98% | -9.24% | 19.28% |
Returns By Period
In the year-to-date period, KAUFX achieves a -12.10% return, which is significantly lower than VO's -0.68% return. Both investments have delivered pretty close results over the past 10 years, with KAUFX having a 10.30% annualized return and VO not far ahead at 10.67%.
KAUFX
- 1D
- -1.00%
- 1M
- -12.26%
- YTD
- -12.10%
- 6M
- -12.45%
- 1Y
- 8.18%
- 3Y*
- 13.08%
- 5Y*
- 1.76%
- 10Y*
- 10.30%
VO
- 1D
- 2.22%
- 1M
- -5.86%
- YTD
- -0.68%
- 6M
- -1.48%
- 1Y
- 12.73%
- 3Y*
- 12.61%
- 5Y*
- 6.66%
- 10Y*
- 10.67%
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KAUFX vs. VO - Expense Ratio Comparison
KAUFX has a 1.96% expense ratio, which is higher than VO's 0.04% expense ratio.
Return for Risk
KAUFX vs. VO — Risk / Return Rank
KAUFX
VO
KAUFX vs. VO - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Federated Hermes Kaufmann Fd (KAUFX) and Vanguard Mid-Cap ETF (VO). 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 | VO | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.29 | 0.73 | -0.44 |
Sortino ratioReturn per unit of downside risk | 0.54 | 1.12 | -0.58 |
Omega ratioGain probability vs. loss probability | 1.08 | 1.16 | -0.08 |
Calmar ratioReturn relative to maximum drawdown | 0.33 | 1.05 | -0.72 |
Martin ratioReturn relative to average drawdown | 1.33 | 4.84 | -3.51 |
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 | VO | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.29 | 0.73 | -0.44 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.09 | 0.38 | -0.30 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.50 | 0.57 | -0.07 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.56 | 0.48 | +0.08 |
Correlation
The correlation between KAUFX and VO is 0.84, 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. VO - Dividend Comparison
KAUFX's dividend yield for the trailing twelve months is around 12.24%, more than VO's 1.51% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
KAUFX Federated Hermes Kaufmann Fd | 12.24% | 10.76% | 22.39% | 1.89% | 0.00% | 9.77% | 6.94% | 11.75% | 15.74% | 11.76% | 10.48% | 16.34% |
VO Vanguard Mid-Cap ETF | 1.51% | 1.52% | 1.49% | 1.52% | 1.60% | 1.12% | 1.45% | 1.48% | 1.82% | 1.35% | 1.45% | 1.47% |
Drawdowns
KAUFX vs. VO - Drawdown Comparison
The maximum KAUFX drawdown since its inception was -54.66%, smaller than the maximum VO drawdown of -58.87%. Use the drawdown chart below to compare losses from any high point for KAUFX and VO.
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Drawdown Indicators
| KAUFX | VO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -54.66% | -58.87% | +4.21% |
Max Drawdown (1Y)Largest decline over 1 year | -14.83% | -12.74% | -2.09% |
Max Drawdown (5Y)Largest decline over 5 years | -40.76% | -27.57% | -13.19% |
Max Drawdown (10Y)Largest decline over 10 years | -40.76% | -39.37% | -1.39% |
Current DrawdownCurrent decline from peak | -14.83% | -6.12% | -8.71% |
Average DrawdownAverage peak-to-trough decline | -11.23% | -7.91% | -3.32% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.65% | 2.76% | +0.89% |
Volatility
KAUFX vs. VO - Volatility Comparison
Federated Hermes Kaufmann Fd (KAUFX) has a higher volatility of 6.03% compared to Vanguard Mid-Cap ETF (VO) at 4.89%. This indicates that KAUFX's price experiences larger fluctuations and is considered to be riskier than VO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| KAUFX | VO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.03% | 4.89% | +1.14% |
Volatility (6M)Calculated over the trailing 6-month period | 12.83% | 9.72% | +3.11% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.11% | 17.57% | +1.54% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.85% | 17.62% | +3.23% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.73% | 18.94% | +1.79% |