SCHV vs. KAUFX
Compare and contrast key facts about Schwab U.S. Large-Cap Value ETF (SCHV) and Federated Hermes Kaufmann Fd (KAUFX).
SCHV is a passively managed fund by Charles Schwab that tracks the performance of the Dow Jones U.S. Large-Cap Value Total Stock Market Index. It was launched on Dec 11, 2009. KAUFX is managed by Federated. It was launched on Feb 21, 1986.
Performance
SCHV vs. KAUFX - Performance Comparison
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SCHV vs. KAUFX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SCHV Schwab U.S. Large-Cap Value ETF | 3.89% | 16.02% | 14.13% | 8.93% | -7.65% | 25.58% | 2.64% | 25.92% | -7.30% | 16.56% |
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% |
Returns By Period
In the year-to-date period, SCHV achieves a 3.89% return, which is significantly higher than KAUFX's -8.19% return. Both investments have delivered pretty close results over the past 10 years, with SCHV having a 10.62% annualized return and KAUFX not far ahead at 10.78%.
SCHV
- 1D
- 0.39%
- 1M
- -4.32%
- YTD
- 3.89%
- 6M
- 6.05%
- 1Y
- 17.64%
- 3Y*
- 14.46%
- 5Y*
- 9.37%
- 10Y*
- 10.62%
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%
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SCHV vs. KAUFX - Expense Ratio Comparison
SCHV has a 0.04% expense ratio, which is lower than KAUFX's 1.96% expense ratio.
Return for Risk
SCHV vs. KAUFX — Risk / Return Rank
SCHV
KAUFX
SCHV vs. KAUFX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Schwab U.S. Large-Cap Value ETF (SCHV) and Federated Hermes Kaufmann Fd (KAUFX). 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.
| SCHV | KAUFX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.15 | 0.67 | +0.48 |
Sortino ratioReturn per unit of downside risk | 1.64 | 1.10 | +0.54 |
Omega ratioGain probability vs. loss probability | 1.25 | 1.16 | +0.09 |
Calmar ratioReturn relative to maximum drawdown | 1.48 | 0.69 | +0.79 |
Martin ratioReturn relative to average drawdown | 6.91 | 2.89 | +4.02 |
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
| SCHV | KAUFX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.15 | 0.67 | +0.48 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.65 | 0.11 | +0.54 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.63 | 0.52 | +0.11 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.68 | 0.56 | +0.12 |
Correlation
The correlation between SCHV and KAUFX is 0.68, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
SCHV vs. KAUFX - Dividend Comparison
SCHV's dividend yield for the trailing twelve months is around 1.96%, less than KAUFX's 11.72% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SCHV Schwab U.S. Large-Cap Value ETF | 1.96% | 2.02% | 2.25% | 2.42% | 2.37% | 1.93% | 3.03% | 3.02% | 3.05% | 2.37% | 2.65% | 2.69% |
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% |
Drawdowns
SCHV vs. KAUFX - Drawdown Comparison
The maximum SCHV drawdown since its inception was -37.08%, smaller than the maximum KAUFX drawdown of -54.66%. Use the drawdown chart below to compare losses from any high point for SCHV and KAUFX.
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Drawdown Indicators
| SCHV | KAUFX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -37.08% | -54.66% | +17.58% |
Max Drawdown (1Y)Largest decline over 1 year | -11.93% | -14.83% | +2.90% |
Max Drawdown (5Y)Largest decline over 5 years | -19.78% | -40.76% | +20.98% |
Max Drawdown (10Y)Largest decline over 10 years | -37.08% | -40.76% | +3.68% |
Current DrawdownCurrent decline from peak | -4.58% | -11.03% | +6.45% |
Average DrawdownAverage peak-to-trough decline | -3.86% | -11.23% | +7.37% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.55% | 3.52% | -0.97% |
Volatility
SCHV vs. KAUFX - Volatility Comparison
The current volatility for Schwab U.S. Large-Cap Value ETF (SCHV) is 4.13%, while Federated Hermes Kaufmann Fd (KAUFX) has a volatility of 7.82%. This indicates that SCHV experiences smaller price fluctuations and is considered to be less risky than KAUFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SCHV | KAUFX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.13% | 7.82% | -3.69% |
Volatility (6M)Calculated over the trailing 6-month period | 8.08% | 13.53% | -5.45% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.42% | 19.57% | -4.15% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.48% | 20.93% | -6.45% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.91% | 20.78% | -3.87% |