QISCX vs. VOO
Compare and contrast key facts about Federated Hermes MDT Small Cap Core Fund (QISCX) and Vanguard S&P 500 ETF (VOO).
QISCX is managed by Federated. It was launched on Sep 15, 2005. 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
QISCX vs. VOO - Performance Comparison
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QISCX vs. VOO - 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% |
VOO Vanguard S&P 500 ETF | -4.42% | 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, QISCX achieves a -5.22% return, which is significantly lower than VOO's -4.42% return. Over the past 10 years, QISCX has underperformed VOO with an annualized return of 10.76%, while VOO has yielded a comparatively higher 14.05% 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%
VOO
- 1D
- 2.86%
- 1M
- -5.01%
- YTD
- -4.42%
- 6M
- -1.84%
- 1Y
- 17.67%
- 3Y*
- 18.27%
- 5Y*
- 11.75%
- 10Y*
- 14.05%
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QISCX vs. VOO - Expense Ratio Comparison
QISCX has a 0.89% expense ratio, which is higher than VOO's 0.03% expense ratio.
Return for Risk
QISCX vs. VOO — Risk / Return Rank
QISCX
VOO
QISCX vs. VOO - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Federated Hermes MDT Small Cap Core Fund (QISCX) 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.
| QISCX | VOO | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.73 | 0.98 | -0.25 |
Sortino ratioReturn per unit of downside risk | 1.19 | 1.50 | -0.31 |
Omega ratioGain probability vs. loss probability | 1.18 | 1.23 | -0.05 |
Calmar ratioReturn relative to maximum drawdown | 1.10 | 1.53 | -0.44 |
Martin ratioReturn relative to average drawdown | 3.34 | 7.29 | -3.96 |
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 | VOO | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.73 | 0.98 | -0.25 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.27 | 0.70 | -0.43 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.45 | 0.78 | -0.34 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.30 | 0.83 | -0.53 |
Correlation
The correlation between QISCX and VOO is 0.78, 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. VOO - Dividend Comparison
QISCX's dividend yield for the trailing twelve months is around 8.40%, more than VOO's 1.19% 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% |
VOO Vanguard S&P 500 ETF | 1.19% | 1.13% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% |
Drawdowns
QISCX vs. VOO - Drawdown Comparison
The maximum QISCX drawdown since its inception was -68.05%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for QISCX and VOO.
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Drawdown Indicators
| QISCX | VOO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -68.05% | -33.99% | -34.06% |
Max Drawdown (1Y)Largest decline over 1 year | -13.48% | -11.98% | -1.50% |
Max Drawdown (5Y)Largest decline over 5 years | -32.89% | -24.52% | -8.37% |
Max Drawdown (10Y)Largest decline over 10 years | -49.02% | -33.99% | -15.03% |
Current DrawdownCurrent decline from peak | -13.48% | -6.29% | -7.19% |
Average DrawdownAverage peak-to-trough decline | -15.78% | -3.72% | -12.06% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.92% | 2.52% | +2.40% |
Volatility
QISCX vs. VOO - Volatility Comparison
Federated Hermes MDT Small Cap Core Fund (QISCX) has a higher volatility of 5.66% compared to Vanguard S&P 500 ETF (VOO) at 5.29%. This indicates that QISCX'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
| QISCX | VOO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.66% | 5.29% | +0.37% |
Volatility (6M)Calculated over the trailing 6-month period | 17.29% | 9.44% | +7.85% |
Volatility (1Y)Calculated over the trailing 1-year period | 23.09% | 18.10% | +4.99% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 23.26% | 16.82% | +6.44% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 24.15% | 17.99% | +6.16% |