BEGIX vs. FDVV
BEGIX (Sterling Capital Equity Income Fund) and FDVV (Fidelity High Dividend ETF) are both funds - BEGIX is a Dividend fund managed by Sterling Capital, while FDVV is a Large Cap Blend Equities fund tracking the Fidelity Core Dividend Index. Over the past 5 years, BEGIX returned 6.57%/yr vs 14.17%/yr for FDVV. Their correlation of 0.86 means they have usually moved in the same direction. BEGIX charges 0.79%/yr vs 0.29%/yr for FDVV.
Performance
BEGIX vs. FDVV - Performance Comparison
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Returns By Period
In the year-to-date period, BEGIX achieves a 8.95% return, which is significantly lower than FDVV's 12.19% return.
BEGIX
- 1D
- 0.27%
- 1M
- 1.18%
- 6M
- 5.19%
- YTD
- 8.95%
- 1Y
- 10.98%
- 3Y*
- 7.19%
- 5Y*
- 6.57%
- 10Y*
- 11.26%
- ALL TIME*
- 10.21%
FDVV
- 1D
- -0.35%
- 1M
- 2.09%
- 6M
- 9.39%
- YTD
- 12.19%
- 1Y
- 21.53%
- 3Y*
- 18.35%
- 5Y*
- 14.17%
- 10Y*
- —
- ALL TIME*
- 13.71%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $48.25M | $48.28M | $45.73M |
BEGIX vs. FDVV - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BEGIX Sterling Capital Equity Income Fund | 8.95% | 1.91% | 4.81% | 12.52% | -3.16% | 28.06% | 8.64% | 30.56% | -0.62% | 20.94% |
FDVV Fidelity High Dividend ETF | 12.19% | 17.08% | 21.81% | 18.00% | -4.21% | 29.24% | 2.80% | 24.07% | -1.26% | 14.00% |
Correlation
The correlation between BEGIX and FDVV is 0.69, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.69 |
Correlation (3Y) Balances recent behavior with more history. | 0.77 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.84 |
Correlation (All Time) Calculated using the full available price history since Sep 15, 2016 | 0.86 |
The correlation between BEGIX and FDVV shifts across timeframes, from 0.69 (1 year) to 0.86 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
BEGIX vs. FDVV — Risk / Return Rank
BEGIX
FDVV
BEGIX vs. FDVV - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Sterling Capital Equity Income Fund (BEGIX) and Fidelity High Dividend ETF (FDVV). 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.
| BEGIX | FDVV | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.13 | ||
| Sortino ratioReturn per unit of downside risk | -1.45 | ||
| Omega ratioGain probability vs. loss probability | 1.15 | 1.36 | -0.21 |
| Calmar ratioReturn relative to maximum drawdown | 1.21 | 2.21 | -1.00 |
| Martin ratioReturn relative to average drawdown | 3.30 | 9.10 | -5.80 |
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Drawdowns
BEGIX vs. FDVV - Drawdown Comparison
The maximum BEGIX drawdown since its inception was -43.85%, which is greater than FDVV's maximum drawdown of -40.25%. Use the drawdown chart below to compare losses from any high point for BEGIX and FDVV.
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Drawdown Indicators
| BEGIX | FDVV | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -43.85% | -40.25% | -3.60% |
Max Drawdown (1Y)Largest decline over 1 year | -7.58% | -9.30% | +1.72% |
Max Drawdown (3Y)Largest decline over 3 years | -29.48% | -15.90% | -13.58% |
Max Drawdown (5Y)Largest decline over 5 years | -29.48% | -20.18% | -9.30% |
Max Drawdown (10Y)Largest decline over 10 years | -37.01% | — | — |
Current DrawdownCurrent decline from peak | -14.70% | -1.12% | -13.58% |
Average DrawdownAverage peak-to-trough decline | -5.92% | -3.76% | -2.16% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.79% | 2.26% | +0.53% |
Volatility
BEGIX vs. FDVV - Volatility Comparison
Sterling Capital Equity Income Fund (BEGIX) has a higher volatility of 3.34% compared to Fidelity High Dividend ETF (FDVV) at 3.04%. This indicates that BEGIX's price experiences larger fluctuations and is considered to be riskier than FDVV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BEGIX | FDVV | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.34% | 3.04% | +0.30% |
Volatility (6M)Calculated over the trailing 6-month period | 7.85% | 8.35% | -0.50% |
Volatility (1Y)Calculated over the trailing 1-year period | 10.79% | 10.37% | +0.42% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.73% | 14.68% | +5.05% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.45% | 16.91% | +2.54% |
BEGIX vs. FDVV - Expense Ratio Comparison
BEGIX has a 0.79% expense ratio, which is higher than FDVV's 0.29% expense ratio.
Dividends
BEGIX vs. FDVV - Dividend Comparison
BEGIX's dividend yield for the trailing twelve months is around 25.21%, more than FDVV's 2.76% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BEGIX Sterling Capital Equity Income Fund | 25.21% | 27.63% | 26.84% | 9.81% | 8.44% | 3.01% | 1.73% | 9.81% | 10.16% | 11.59% | 2.06% | 8.83% |
FDVV Fidelity High Dividend ETF | 2.76% | 2.89% | 2.94% | 3.77% | 3.44% | 2.70% | 3.19% | 3.93% | 4.05% | 3.66% | 1.04% | 0.00% |
Frequently Asked Questions
BEGIX and FDVV have a correlation of 0.69, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
BEGIX has higher volatility (3.34%) compared to FDVV (3.04%). In terms of maximum drawdown, BEGIX dropped -43.85% vs FDVV's -40.25%.
FDVV currently has the higher Sharpe Ratio (1.99 vs 0.85), 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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