QISCX vs. SWSSX
Compare and contrast key facts about Federated Hermes MDT Small Cap Core Fund (QISCX) and Schwab Small-Cap Index Fund-Select Shares (SWSSX).
QISCX is managed by Federated. It was launched on Sep 15, 2005. SWSSX is a passively managed fund by Charles Schwab that tracks the performance of the Russell 2000 Index. It was launched on May 19, 1997.
Performance
QISCX vs. SWSSX - Performance Comparison
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QISCX vs. SWSSX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
QISCX Federated Hermes MDT Small Cap Core Fund | -5.22% | 14.95% | 14.82% | 20.58% | -23.14% | 30.60% | 17.00% | 18.06% | -11.63% | 15.67% |
SWSSX Schwab Small-Cap Index Fund-Select Shares | -2.49% | 12.88% | 11.57% | 17.07% | -20.43% | 14.77% | 20.12% | 25.63% | -11.19% | 14.76% |
Returns By Period
In the year-to-date period, QISCX achieves a -5.22% return, which is significantly lower than SWSSX's -2.49% return. Over the past 10 years, QISCX has outperformed SWSSX with an annualized return of 10.76%, while SWSSX has yielded a comparatively lower 9.50% annualized return.
QISCX
- 1D
- -1.53%
- 1M
- -9.74%
- YTD
- -5.22%
- 6M
- -2.67%
- 1Y
- 20.55%
- 3Y*
- 13.82%
- 5Y*
- 6.26%
- 10Y*
- 10.76%
SWSSX
- 1D
- -1.45%
- 1M
- -8.18%
- YTD
- -2.49%
- 6M
- -0.36%
- 1Y
- 21.55%
- 3Y*
- 11.83%
- 5Y*
- 3.10%
- 10Y*
- 9.50%
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QISCX vs. SWSSX - Expense Ratio Comparison
QISCX has a 0.89% expense ratio, which is higher than SWSSX's 0.04% expense ratio.
Return for Risk
QISCX vs. SWSSX — Risk / Return Rank
QISCX
SWSSX
QISCX vs. SWSSX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Federated Hermes MDT Small Cap Core Fund (QISCX) and Schwab Small-Cap Index Fund-Select Shares (SWSSX). 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.
| QISCX | SWSSX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.73 | 0.91 | -0.18 |
Sortino ratioReturn per unit of downside risk | 1.19 | 1.40 | -0.21 |
Omega ratioGain probability vs. loss probability | 1.18 | 1.18 | 0.00 |
Calmar ratioReturn relative to maximum drawdown | 1.10 | 1.33 | -0.23 |
Martin ratioReturn relative to average drawdown | 3.34 | 5.02 | -1.69 |
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
| QISCX | SWSSX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.73 | 0.91 | -0.18 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.27 | 0.14 | +0.13 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.45 | 0.40 | +0.05 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.30 | 0.33 | -0.03 |
Correlation
The correlation between QISCX and SWSSX is 0.93, 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
QISCX vs. SWSSX - Dividend Comparison
QISCX's dividend yield for the trailing twelve months is around 8.40%, more than SWSSX's 1.32% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
QISCX Federated Hermes MDT Small Cap Core Fund | 8.40% | 7.97% | 0.35% | 0.31% | 3.77% | 15.41% | 0.44% | 0.36% | 3.81% | 4.49% | 0.85% | 12.05% |
SWSSX Schwab Small-Cap Index Fund-Select Shares | 1.32% | 1.29% | 1.66% | 1.49% | 1.32% | 8.88% | 2.55% | 6.12% | 10.45% | 5.22% | 4.10% | 6.92% |
Drawdowns
QISCX vs. SWSSX - Drawdown Comparison
The maximum QISCX drawdown since its inception was -68.05%, which is greater than SWSSX's maximum drawdown of -60.34%. Use the drawdown chart below to compare losses from any high point for QISCX and SWSSX.
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Drawdown Indicators
| QISCX | SWSSX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -68.05% | -60.34% | -7.71% |
Max Drawdown (1Y)Largest decline over 1 year | -13.48% | -13.90% | +0.42% |
Max Drawdown (5Y)Largest decline over 5 years | -32.89% | -31.93% | -0.96% |
Max Drawdown (10Y)Largest decline over 10 years | -49.02% | -41.81% | -7.21% |
Current DrawdownCurrent decline from peak | -13.48% | -11.00% | -2.48% |
Average DrawdownAverage peak-to-trough decline | -15.78% | -10.78% | -5.00% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.92% | 3.68% | +1.24% |
Volatility
QISCX vs. SWSSX - Volatility Comparison
The current volatility for Federated Hermes MDT Small Cap Core Fund (QISCX) is 5.66%, while Schwab Small-Cap Index Fund-Select Shares (SWSSX) has a volatility of 6.59%. This indicates that QISCX experiences smaller price fluctuations and is considered to be less risky than SWSSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| QISCX | SWSSX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.66% | 6.59% | -0.93% |
Volatility (6M)Calculated over the trailing 6-month period | 17.29% | 14.12% | +3.17% |
Volatility (1Y)Calculated over the trailing 1-year period | 23.09% | 23.11% | -0.02% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 23.26% | 22.57% | +0.69% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 24.15% | 24.03% | +0.12% |