QISCX vs. DFFVX
Compare and contrast key facts about Federated Hermes MDT Small Cap Core Fund (QISCX) and DFA U.S. Targeted Value Portfolio (DFFVX).
QISCX is managed by Federated. It was launched on Sep 15, 2005. DFFVX is managed by Dimensional Fund Advisors LP. It was launched on Feb 23, 2000.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: QISCX or DFFVX.
Correlation
The correlation between QISCX and DFFVX is 0.94, 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
QISCX vs. DFFVX - Performance Comparison
Key characteristics
QISCX:
-0.04
DFFVX:
-0.17
QISCX:
0.11
DFFVX:
-0.08
QISCX:
1.01
DFFVX:
0.99
QISCX:
-0.03
DFFVX:
-0.16
QISCX:
-0.13
DFFVX:
-0.52
QISCX:
7.47%
DFFVX:
7.74%
QISCX:
23.65%
DFFVX:
23.72%
QISCX:
-68.05%
DFFVX:
-65.13%
QISCX:
-28.91%
DFFVX:
-21.70%
Returns By Period
In the year-to-date period, QISCX achieves a -15.55% return, which is significantly lower than DFFVX's -14.55% return. Over the past 10 years, QISCX has underperformed DFFVX with an annualized return of 3.56%, while DFFVX has yielded a comparatively higher 3.81% annualized return.
QISCX
-15.55%
-9.58%
-16.32%
-0.09%
9.85%
3.56%
DFFVX
-14.55%
-9.41%
-15.35%
-4.45%
16.67%
3.81%
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QISCX vs. DFFVX - Expense Ratio Comparison
QISCX has a 0.89% expense ratio, which is higher than DFFVX's 0.29% expense ratio.
Risk-Adjusted Performance
QISCX vs. DFFVX — Risk-Adjusted Performance Rank
QISCX
DFFVX
QISCX vs. DFFVX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Federated Hermes MDT Small Cap Core Fund (QISCX) and DFA U.S. Targeted Value Portfolio (DFFVX). 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
QISCX vs. DFFVX - Dividend Comparison
QISCX's dividend yield for the trailing twelve months is around 0.42%, less than DFFVX's 1.77% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
QISCX Federated Hermes MDT Small Cap Core Fund | 0.42% | 0.35% | 0.31% | 0.23% | 0.33% | 0.44% | 0.36% | 0.12% | 0.12% | 0.03% | 0.00% | 0.00% |
DFFVX DFA U.S. Targeted Value Portfolio | 1.77% | 1.40% | 1.44% | 1.38% | 1.41% | 1.52% | 1.35% | 1.24% | 1.20% | 1.00% | 1.36% | 0.97% |
Drawdowns
QISCX vs. DFFVX - Drawdown Comparison
The maximum QISCX drawdown since its inception was -68.05%, roughly equal to the maximum DFFVX drawdown of -65.13%. Use the drawdown chart below to compare losses from any high point for QISCX and DFFVX. For additional features, visit the drawdowns tool.
Volatility
QISCX vs. DFFVX - Volatility Comparison
The current volatility for Federated Hermes MDT Small Cap Core Fund (QISCX) is 13.69%, while DFA U.S. Targeted Value Portfolio (DFFVX) has a volatility of 14.42%. This indicates that QISCX experiences smaller price fluctuations and is considered to be less risky than DFFVX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.