VSEQX vs. FGSIX
VSEQX (Vanguard Strategic Equity Fund) and FGSIX (Federated MDT Mid Cap Growth Fund Institutional Shares) are both mutual funds - VSEQX is a Mid Cap Blend Equities fund tracking the Spliced Small and Mid Cap Index, while FGSIX is a Mid Cap Growth Equities fund actively managed by Federated. VSEQX is passively managed, while FGSIX is actively managed. Over the past 10 years, VSEQX returned 13.10%/yr vs 15.02%/yr for FGSIX. Their correlation of 0.84 means they have usually moved in the same direction. VSEQX charges 0.17%/yr vs 0.85%/yr for FGSIX.
Performance
VSEQX vs. FGSIX - Performance Comparison
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Returns By Period
In the year-to-date period, VSEQX achieves a 19.11% return, which is significantly higher than FGSIX's -0.82% return. Over the past 10 years, VSEQX has underperformed FGSIX with an annualized return of 13.10%, while FGSIX has yielded a comparatively higher 15.02% annualized return.
VSEQX
- 1D
- -0.22%
- 1M
- -0.42%
- 6M
- 14.18%
- YTD
- 19.11%
- 1Y
- 33.67%
- 3Y*
- 18.85%
- 5Y*
- 12.44%
- 10Y*
- 13.10%
- ALL TIME*
- 10.59%
FGSIX
- 1D
- -0.17%
- 1M
- -1.69%
- 6M
- 0.35%
- YTD
- -0.82%
- 1Y
- -1.78%
- 3Y*
- 15.90%
- 5Y*
- 8.16%
- 10Y*
- 15.02%
- ALL TIME*
- 13.49%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
VSEQX vs. FGSIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
VSEQX Vanguard Strategic Equity Fund | 19.11% | 15.32% | 16.67% | 19.31% | -11.90% | 30.83% | 10.26% | 26.76% | -11.86% | 12.36% |
FGSIX Federated MDT Mid Cap Growth Fund Institutional Shares | -0.82% | 10.87% | 33.37% | 27.44% | -24.39% | 22.77% | 35.86% | 28.34% | -3.00% | 24.70% |
Correlation
The correlation between VSEQX and FGSIX is 0.28, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.28 |
Correlation (3Y) Balances recent behavior with more history. | 0.53 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.71 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.77 |
Correlation (All Time) Calculated using the full available price history since Jan 29, 2010 | 0.84 |
Over the past year, the correlation between VSEQX and FGSIX has dropped to 0.28 - well below their long-term average of 0.84, suggesting their price drivers have been diverging.
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Return for Risk
VSEQX vs. FGSIX — Risk / Return Rank
VSEQX
FGSIX
VSEQX vs. FGSIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Strategic Equity Fund (VSEQX) and Federated MDT Mid Cap Growth Fund Institutional Shares (FGSIX). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| VSEQX | FGSIX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +2.21 | ||
| Sortino ratioReturn per unit of downside risk | +3.00 | ||
| Omega ratioGain probability vs. loss probability | 1.36 | 0.99 | +0.37 |
| Calmar ratioReturn relative to maximum drawdown | 4.16 | -0.15 | +4.31 |
| Martin ratioReturn relative to average drawdown | 15.92 | -0.40 | +16.33 |
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Drawdowns
VSEQX vs. FGSIX - Drawdown Comparison
The maximum VSEQX drawdown since its inception was -63.55%, which is greater than FGSIX's maximum drawdown of -37.16%. Use the drawdown chart below to compare losses from any high point for VSEQX and FGSIX.
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Drawdown Indicators
| VSEQX | FGSIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -63.55% | -37.16% | -26.39% |
Max Drawdown (1Y)Largest decline over 1 year | -7.60% | -13.36% | +5.76% |
Max Drawdown (3Y)Largest decline over 3 years | -24.73% | -24.46% | -0.27% |
Max Drawdown (5Y)Largest decline over 5 years | -24.73% | -35.67% | +10.94% |
Max Drawdown (10Y)Largest decline over 10 years | -44.08% | -37.16% | -6.92% |
Current DrawdownCurrent decline from peak | -1.26% | -5.07% | +3.81% |
Average DrawdownAverage peak-to-trough decline | -9.02% | -7.04% | -1.98% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.98% | 5.04% | -3.06% |
Volatility
VSEQX vs. FGSIX - Volatility Comparison
The current volatility for Vanguard Strategic Equity Fund (VSEQX) is 3.00%, while Federated MDT Mid Cap Growth Fund Institutional Shares (FGSIX) has a volatility of 4.95%. This indicates that VSEQX experiences smaller price fluctuations and is considered to be less risky than FGSIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| VSEQX | FGSIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.00% | 4.95% | -1.95% |
Volatility (6M)Calculated over the trailing 6-month period | 10.82% | 13.46% | -2.64% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.10% | 17.65% | -2.55% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.86% | 22.52% | -2.66% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.35% | 22.26% | -0.91% |
VSEQX vs. FGSIX - Expense Ratio Comparison
VSEQX has a 0.17% expense ratio, which is lower than FGSIX's 0.85% expense ratio.
Dividends
VSEQX vs. FGSIX - Dividend Comparison
VSEQX's dividend yield for the trailing twelve months is around 9.37%, more than FGSIX's 4.60% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FGSIX Federated MDT Mid Cap Growth Fund Institutional Shares | 4.60% | 4.56% | 4.02% | 0.00% | 2.17% | 24.31% | 6.77% | 7.83% | 14.02% | 13.59% | 1.11% | 24.86% |
VSEQX Vanguard Strategic Equity Fund | 9.37% | 11.16% | 11.36% | 6.11% | 11.77% | 21.36% | 1.77% | 2.92% | 10.34% | 7.05% | 3.13% | 12.28% |
Frequently Asked Questions
VSEQX and FGSIX have a correlation of 0.28, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
FGSIX has higher volatility (4.95%) compared to VSEQX (3.00%). In terms of maximum drawdown, VSEQX dropped -63.55% vs FGSIX's -37.16%.
VSEQX currently has the higher Sharpe Ratio (2.09 vs -0.12), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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