QILGX vs. VSMAX
Compare and contrast key facts about Federated Hermes MDT Large Cap Growth Fund (QILGX) and Vanguard Small-Cap Index Fund Admiral Shares (VSMAX).
QILGX is managed by Federated. It was launched on Sep 15, 2005. VSMAX is managed by Vanguard. It was launched on Nov 13, 2000.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: QILGX or VSMAX.
Correlation
The correlation between QILGX and VSMAX 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
QILGX vs. VSMAX - Performance Comparison
Key characteristics
QILGX:
1.51
VSMAX:
0.94
QILGX:
2.02
VSMAX:
1.38
QILGX:
1.28
VSMAX:
1.17
QILGX:
1.42
VSMAX:
1.82
QILGX:
7.82
VSMAX:
4.11
QILGX:
3.35%
VSMAX:
3.75%
QILGX:
17.35%
VSMAX:
16.41%
QILGX:
-57.54%
VSMAX:
-59.68%
QILGX:
-3.25%
VSMAX:
-5.46%
Returns By Period
In the year-to-date period, QILGX achieves a 4.85% return, which is significantly higher than VSMAX's 2.39% return. Over the past 10 years, QILGX has underperformed VSMAX with an annualized return of 8.29%, while VSMAX has yielded a comparatively higher 8.97% annualized return.
QILGX
4.85%
1.71%
12.23%
28.66%
10.70%
8.29%
VSMAX
2.39%
-2.57%
8.76%
16.74%
9.46%
8.97%
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QILGX vs. VSMAX - Expense Ratio Comparison
QILGX has a 0.75% expense ratio, which is higher than VSMAX's 0.05% expense ratio.
Risk-Adjusted Performance
QILGX vs. VSMAX — Risk-Adjusted Performance Rank
QILGX
VSMAX
QILGX vs. VSMAX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Federated Hermes MDT Large Cap Growth Fund (QILGX) and Vanguard Small-Cap Index Fund Admiral Shares (VSMAX). 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
QILGX vs. VSMAX - Dividend Comparison
QILGX's dividend yield for the trailing twelve months is around 0.01%, less than VSMAX's 1.27% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
QILGX Federated Hermes MDT Large Cap Growth Fund | 0.01% | 0.01% | 0.01% | 0.00% | 0.00% | 0.00% | 0.00% | 5.91% | 0.00% | 0.00% | 0.00% | 0.00% |
VSMAX Vanguard Small-Cap Index Fund Admiral Shares | 1.27% | 1.30% | 1.55% | 1.54% | 1.24% | 1.14% | 1.39% | 1.67% | 1.35% | 1.49% | 1.48% | 1.43% |
Drawdowns
QILGX vs. VSMAX - Drawdown Comparison
The maximum QILGX drawdown since its inception was -57.54%, roughly equal to the maximum VSMAX drawdown of -59.68%. Use the drawdown chart below to compare losses from any high point for QILGX and VSMAX. For additional features, visit the drawdowns tool.
Volatility
QILGX vs. VSMAX - Volatility Comparison
Federated Hermes MDT Large Cap Growth Fund (QILGX) has a higher volatility of 4.65% compared to Vanguard Small-Cap Index Fund Admiral Shares (VSMAX) at 3.44%. This indicates that QILGX's price experiences larger fluctuations and is considered to be riskier than VSMAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.