KAUFX vs. VOO
Compare and contrast key facts about Federated Hermes Kaufmann Fd (KAUFX) and Vanguard S&P 500 ETF (VOO).
KAUFX is managed by Federated. It was launched on Feb 21, 1986. VOO is a passively managed fund by Vanguard that tracks the performance of the S&P 500 Index. It was launched on Sep 7, 2010.
Performance
KAUFX vs. VOO - Performance Comparison
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KAUFX vs. VOO - 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% |
VOO Vanguard S&P 500 ETF | -3.66% | 17.82% | 24.98% | 26.32% | -18.17% | 28.79% | 18.32% | 31.37% | -4.50% | 21.77% |
Returns By Period
In the year-to-date period, KAUFX achieves a -8.19% return, which is significantly lower than VOO's -3.66% return. Over the past 10 years, KAUFX has underperformed VOO with an annualized return of 10.78%, while VOO has yielded a comparatively higher 14.14% 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%
VOO
- 1D
- 0.79%
- 1M
- -4.29%
- YTD
- -3.66%
- 6M
- -1.41%
- 1Y
- 18.17%
- 3Y*
- 18.58%
- 5Y*
- 11.93%
- 10Y*
- 14.14%
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KAUFX vs. VOO - Expense Ratio Comparison
KAUFX has a 1.96% expense ratio, which is higher than VOO's 0.03% expense ratio.
Return for Risk
KAUFX vs. VOO — Risk / Return Rank
KAUFX
VOO
KAUFX vs. VOO - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Federated Hermes Kaufmann Fd (KAUFX) and Vanguard S&P 500 ETF (VOO). 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 | VOO | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.67 | 1.01 | -0.34 |
Sortino ratioReturn per unit of downside risk | 1.10 | 1.53 | -0.44 |
Omega ratioGain probability vs. loss probability | 1.16 | 1.23 | -0.08 |
Calmar ratioReturn relative to maximum drawdown | 0.69 | 1.55 | -0.87 |
Martin ratioReturn relative to average drawdown | 2.89 | 7.31 | -4.42 |
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 | VOO | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.67 | 1.01 | -0.34 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.11 | 0.71 | -0.60 |
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 | 0.83 | -0.27 |
Correlation
The correlation between KAUFX and VOO is 0.77, 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. VOO - Dividend Comparison
KAUFX's dividend yield for the trailing twelve months is around 11.72%, more than VOO's 1.18% 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% |
VOO Vanguard S&P 500 ETF | 1.18% | 1.13% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% |
Drawdowns
KAUFX vs. VOO - Drawdown Comparison
The maximum KAUFX drawdown since its inception was -54.66%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for KAUFX and VOO.
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Drawdown Indicators
| KAUFX | VOO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -54.66% | -33.99% | -20.67% |
Max Drawdown (1Y)Largest decline over 1 year | -14.83% | -11.98% | -2.85% |
Max Drawdown (5Y)Largest decline over 5 years | -40.76% | -24.52% | -16.24% |
Max Drawdown (10Y)Largest decline over 10 years | -40.76% | -33.99% | -6.77% |
Current DrawdownCurrent decline from peak | -11.03% | -5.55% | -5.48% |
Average DrawdownAverage peak-to-trough decline | -11.23% | -3.72% | -7.51% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.52% | 2.55% | +0.97% |
Volatility
KAUFX vs. VOO - Volatility Comparison
Federated Hermes Kaufmann Fd (KAUFX) has a higher volatility of 7.82% compared to Vanguard S&P 500 ETF (VOO) at 5.34%. This indicates that KAUFX's price experiences larger fluctuations and is considered to be riskier than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| KAUFX | VOO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.82% | 5.34% | +2.48% |
Volatility (6M)Calculated over the trailing 6-month period | 13.53% | 9.47% | +4.06% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.57% | 18.11% | +1.46% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.93% | 16.82% | +4.11% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.78% | 17.99% | +2.79% |