SVSPX vs. FKASX
Compare and contrast key facts about State Street S&P 500 Index Fund Class N (SVSPX) and Federated Hermes Kaufmann Small Cap Fund (FKASX).
SVSPX is a passively managed fund by State Street that tracks the performance of the S&P 500 Index. It was launched on Dec 30, 1992. FKASX is managed by Federated. It was launched on Dec 18, 2002.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SVSPX or FKASX.
Correlation
The correlation between SVSPX and FKASX is 0.81, 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
SVSPX vs. FKASX - Performance Comparison
Key characteristics
SVSPX:
0.15
FKASX:
-0.19
SVSPX:
0.35
FKASX:
-0.09
SVSPX:
1.05
FKASX:
0.99
SVSPX:
0.13
FKASX:
-0.10
SVSPX:
0.42
FKASX:
-0.46
SVSPX:
7.62%
FKASX:
10.54%
SVSPX:
20.59%
FKASX:
25.68%
SVSPX:
-86.30%
FKASX:
-61.47%
SVSPX:
-15.13%
FKASX:
-39.30%
Returns By Period
In the year-to-date period, SVSPX achieves a -5.15% return, which is significantly higher than FKASX's -7.72% return. Over the past 10 years, SVSPX has underperformed FKASX with an annualized return of 4.30%, while FKASX has yielded a comparatively higher 5.03% annualized return.
SVSPX
-5.15%
-0.31%
-11.25%
1.79%
4.44%
4.30%
FKASX
-7.72%
2.98%
-13.64%
-6.68%
1.23%
5.03%
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SVSPX vs. FKASX - Expense Ratio Comparison
SVSPX has a 0.16% expense ratio, which is lower than FKASX's 1.36% expense ratio.
Risk-Adjusted Performance
SVSPX vs. FKASX — Risk-Adjusted Performance Rank
SVSPX
FKASX
SVSPX vs. FKASX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for State Street S&P 500 Index Fund Class N (SVSPX) and Federated Hermes Kaufmann Small Cap Fund (FKASX). 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
SVSPX vs. FKASX - Dividend Comparison
SVSPX's dividend yield for the trailing twelve months is around 1.33%, less than FKASX's 7.01% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SVSPX State Street S&P 500 Index Fund Class N | 1.33% | 1.25% | 1.52% | 1.69% | 1.66% | 5.53% | 1.74% | 2.65% | 1.78% | 1.42% | 1.96% | 1.76% |
FKASX Federated Hermes Kaufmann Small Cap Fund | 7.01% | 6.47% | 0.15% | 0.00% | 8.40% | 0.12% | 0.21% | 6.36% | 6.50% | 0.76% | 8.55% | 21.45% |
Drawdowns
SVSPX vs. FKASX - Drawdown Comparison
The maximum SVSPX drawdown since its inception was -86.30%, which is greater than FKASX's maximum drawdown of -61.47%. Use the drawdown chart below to compare losses from any high point for SVSPX and FKASX. For additional features, visit the drawdowns tool.
Volatility
SVSPX vs. FKASX - Volatility Comparison
The current volatility for State Street S&P 500 Index Fund Class N (SVSPX) is 14.12%, while Federated Hermes Kaufmann Small Cap Fund (FKASX) has a volatility of 15.53%. This indicates that SVSPX experiences smaller price fluctuations and is considered to be less risky than FKASX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.