CRWV vs. FDL
CRWV (CoreWeave, Inc.) is a stock, while FDL (First Trust Morningstar Dividend Leaders Index Fund) is Large Cap Value Equities fund tracking the Morningstar Dividend Leaders Index. Over the past year, CRWV returned -45.15% vs 22.74% for FDL. At a correlation of -0.02, they often move in opposite directions.
Performance
CRWV vs. FDL - Performance Comparison
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Returns By Period
In the year-to-date period, CRWV achieves a 7.69% return, which is significantly lower than FDL's 14.84% return.
CRWV
- 1D
- -3.53%
- 1M
- -27.73%
- 6M
- -14.12%
- YTD
- 7.69%
- 1Y
- -45.15%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
FDL
- 1D
- 0.62%
- 1M
- 0.61%
- 6M
- 10.09%
- YTD
- 14.84%
- 1Y
- 22.74%
- 3Y*
- 18.57%
- 5Y*
- 13.56%
- 10Y*
- 10.73%
CRWV vs. FDL - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
CRWV CoreWeave, Inc. | 7.69% | 83.62% |
FDL First Trust Morningstar Dividend Leaders Index Fund | 14.84% | 6.71% |
Correlation
The correlation between CRWV and FDL is -0.09, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | -0.09 |
Correlation (All Time) Calculated using the full available price history since Mar 28, 2025 | -0.02 |
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Return for Risk
CRWV vs. FDL — Risk / Return Rank
CRWV
FDL
CRWV vs. FDL - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for CoreWeave, Inc. (CRWV) and First Trust Morningstar Dividend Leaders Index Fund (FDL). 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.
| CRWV | FDL | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -2.46 | ||
| Sortino ratioReturn per unit of downside risk | -3.24 | ||
| Omega ratioGain probability vs. loss probability | 0.97 | 1.34 | -0.37 |
| Calmar ratioReturn relative to maximum drawdown | -0.80 | 5.35 | -6.15 |
| Martin ratioReturn relative to average drawdown | -1.31 | 12.19 | -13.50 |
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Drawdowns
CRWV vs. FDL - Drawdown Comparison
The maximum CRWV drawdown since its inception was -64.84%, roughly equal to the maximum FDL drawdown of -65.93%. Use the drawdown chart below to compare losses from any high point for CRWV and FDL.
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Drawdown Indicators
| CRWV | FDL | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -64.84% | -65.93% | +1.09% |
Max Drawdown (1Y)Largest decline over 1 year | -56.61% | -4.27% | -52.34% |
Max Drawdown (3Y)Largest decline over 3 years | — | -12.24% | — |
Max Drawdown (5Y)Largest decline over 5 years | — | -16.46% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -41.40% | — |
Current DrawdownCurrent decline from peak | -57.99% | -1.22% | -56.77% |
Average DrawdownAverage peak-to-trough decline | -37.90% | -9.61% | -28.29% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 34.46% | 1.87% | +32.59% |
Volatility
CRWV vs. FDL - Volatility Comparison
CoreWeave, Inc. (CRWV) has a higher volatility of 25.59% compared to First Trust Morningstar Dividend Leaders Index Fund (FDL) at 4.70%. This indicates that CRWV's price experiences larger fluctuations and is considered to be riskier than FDL based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| CRWV | FDL | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 25.59% | 4.70% | +20.89% |
Volatility (6M)Calculated over the trailing 6-month period | 65.42% | 8.44% | +56.98% |
Volatility (1Y)Calculated over the trailing 1-year period | 94.31% | 11.68% | +82.63% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 112.40% | 14.37% | +98.03% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 112.40% | 17.12% | +95.28% |
Dividends
CRWV vs. FDL - Dividend Comparison
CRWV has not paid dividends to shareholders, while FDL's dividend yield for the trailing twelve months is around 3.69%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CRWV CoreWeave, Inc. | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
FDL First Trust Morningstar Dividend Leaders Index Fund | 3.69% | 4.04% | 4.96% | 4.58% | 3.58% | 4.59% | 4.48% | 3.75% | 3.97% | 3.18% | 2.93% | 3.65% |
Frequently Asked Questions
CRWV and FDL have a correlation of -0.09, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
CRWV has higher volatility (25.59%) compared to FDL (4.70%). In terms of maximum drawdown, CRWV dropped -64.84% vs FDL's -65.93%.
FDL currently has the higher Sharpe Ratio (1.98 vs -0.48), 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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