CDL vs. FNCMX
Compare and contrast key facts about VictoryShares US Large Cap High Dividend Volatility Wtd ETF (CDL) and Fidelity NASDAQ Composite Index Fund (FNCMX).
CDL is a passively managed fund by Crestview that tracks the performance of the Nasdaq Victory U.S. Large Cap High Dividend 100 Volatility Weighted Index. It was launched on Jul 8, 2015. FNCMX is managed by Fidelity.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: CDL or FNCMX.
Correlation
The correlation between CDL and FNCMX is 0.53, 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.
Performance
CDL vs. FNCMX - Performance Comparison
Key characteristics
CDL:
1.42
FNCMX:
1.55
CDL:
2.00
FNCMX:
2.07
CDL:
1.25
FNCMX:
1.28
CDL:
1.83
FNCMX:
2.13
CDL:
6.04
FNCMX:
7.80
CDL:
2.55%
FNCMX:
3.59%
CDL:
10.91%
FNCMX:
18.17%
CDL:
-41.03%
FNCMX:
-55.71%
CDL:
-6.80%
FNCMX:
-5.59%
Returns By Period
In the year-to-date period, CDL achieves a 0.03% return, which is significantly higher than FNCMX's -1.36% return.
CDL
0.03%
-2.32%
4.88%
15.28%
8.81%
N/A
FNCMX
-1.36%
-4.41%
3.20%
28.01%
16.33%
15.67%
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CDL vs. FNCMX - Expense Ratio Comparison
CDL has a 0.35% expense ratio, which is higher than FNCMX's 0.29% expense ratio.
Risk-Adjusted Performance
CDL vs. FNCMX — Risk-Adjusted Performance Rank
CDL
FNCMX
CDL vs. FNCMX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for VictoryShares US Large Cap High Dividend Volatility Wtd ETF (CDL) and Fidelity NASDAQ Composite Index Fund (FNCMX). 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
CDL vs. FNCMX - Dividend Comparison
CDL's dividend yield for the trailing twelve months is around 3.23%, more than FNCMX's 0.61% yield.
TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
VictoryShares US Large Cap High Dividend Volatility Wtd ETF | 3.23% | 3.27% | 3.60% | 3.31% | 2.60% | 3.32% | 3.04% | 3.32% | 2.87% | 2.97% | 0.92% | 0.00% |
Fidelity NASDAQ Composite Index Fund | 0.61% | 0.61% | 0.67% | 0.88% | 0.47% | 0.67% | 0.97% | 0.94% | 0.70% | 0.91% | 0.89% | 0.80% |
Drawdowns
CDL vs. FNCMX - Drawdown Comparison
The maximum CDL drawdown since its inception was -41.03%, smaller than the maximum FNCMX drawdown of -55.71%. Use the drawdown chart below to compare losses from any high point for CDL and FNCMX. For additional features, visit the drawdowns tool.
Volatility
CDL vs. FNCMX - Volatility Comparison
The current volatility for VictoryShares US Large Cap High Dividend Volatility Wtd ETF (CDL) is 3.92%, while Fidelity NASDAQ Composite Index Fund (FNCMX) has a volatility of 5.94%. This indicates that CDL experiences smaller price fluctuations and is considered to be less risky than FNCMX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.