CSF vs. FNCMX
Compare and contrast key facts about VictoryShares US Discovery Enhanced Volatility Wtd ETF (CSF) and Fidelity NASDAQ Composite Index Fund (FNCMX).
CSF is a passively managed fund by Crestview that tracks the performance of the Nasdaq Victory U.S. Small Cap 500 Long/Cash Volatility Weighted Index. It was launched on Aug 1, 2014. FNCMX is managed by Fidelity.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: CSF or FNCMX.
Correlation
The correlation between CSF and FNCMX is 0.08, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
CSF vs. FNCMX - Performance Comparison
Key characteristics
CSF:
18.04
FNCMX:
0.42
CSF:
26,096.39%
FNCMX:
25.61%
CSF:
-66.65%
FNCMX:
-55.71%
CSF:
0.00%
FNCMX:
-11.00%
Returns By Period
In the year-to-date period, CSF achieves a 34,356.45% return, which is significantly higher than FNCMX's -7.02% return.
CSF
34,356.45%
69,708.48%
34,356.45%
220,809.09%
N/A
N/A
FNCMX
-7.02%
17.41%
-6.72%
10.63%
15.48%
14.09%
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CSF vs. FNCMX - Expense Ratio Comparison
CSF has a 0.35% expense ratio, which is higher than FNCMX's 0.29% expense ratio.
Risk-Adjusted Performance
CSF vs. FNCMX — Risk-Adjusted Performance Rank
CSF
FNCMX
CSF vs. FNCMX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for VictoryShares US Discovery Enhanced Volatility Wtd ETF (CSF) 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
CSF vs. FNCMX - Dividend Comparison
CSF's dividend yield for the trailing twelve months is around 1.53%, more than FNCMX's 0.65% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CSF VictoryShares US Discovery Enhanced Volatility Wtd ETF | 1.53% | 270.10% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
FNCMX Fidelity NASDAQ Composite Index Fund | 0.65% | 0.61% | 0.67% | 0.88% | 0.47% | 0.67% | 0.97% | 0.94% | 0.70% | 0.91% | 0.89% | 0.80% |
Drawdowns
CSF vs. FNCMX - Drawdown Comparison
The maximum CSF drawdown since its inception was -66.65%, which is greater than FNCMX's maximum drawdown of -55.71%. Use the drawdown chart below to compare losses from any high point for CSF and FNCMX. For additional features, visit the drawdowns tool.
Volatility
CSF vs. FNCMX - Volatility Comparison
VictoryShares US Discovery Enhanced Volatility Wtd ETF (CSF) has a higher volatility of 554.17% compared to Fidelity NASDAQ Composite Index Fund (FNCMX) at 14.10%. This indicates that CSF's price experiences larger fluctuations and is considered to be riskier than FNCMX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.