Correlation
The correlation between FBPEX and VIG is 0.87, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
FBPEX vs. VIG
Compare and contrast key facts about Cantor FBP Equity & Dividend Plus Fund (FBPEX) and Vanguard Dividend Appreciation ETF (VIG).
FBPEX is managed by Flippin, Bruce & Porter Funds. It was launched on Jul 30, 1993. VIG is a passively managed fund by Vanguard that tracks the performance of the NASDAQ US Dividend Achievers Select Index. It was launched on Apr 21, 2006.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FBPEX or VIG.
Performance
FBPEX vs. VIG - Performance Comparison
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Key characteristics
FBPEX:
0.61
VIG:
0.80
FBPEX:
0.95
VIG:
1.14
FBPEX:
1.14
VIG:
1.16
FBPEX:
0.73
VIG:
0.79
FBPEX:
2.76
VIG:
3.20
FBPEX:
3.14%
VIG:
3.69%
FBPEX:
13.85%
VIG:
16.11%
FBPEX:
-63.97%
VIG:
-46.81%
FBPEX:
-3.48%
VIG:
-3.09%
Returns By Period
In the year-to-date period, FBPEX achieves a 2.03% return, which is significantly higher than VIG's 1.56% return. Over the past 10 years, FBPEX has underperformed VIG with an annualized return of 7.35%, while VIG has yielded a comparatively higher 11.50% annualized return.
FBPEX
2.03%
2.16%
-2.79%
8.35%
3.90%
12.93%
7.35%
VIG
1.56%
3.61%
-2.40%
12.85%
10.93%
13.07%
11.50%
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FBPEX vs. VIG - Expense Ratio Comparison
FBPEX has a 1.12% expense ratio, which is higher than VIG's 0.06% expense ratio.
Risk-Adjusted Performance
FBPEX vs. VIG — Risk-Adjusted Performance Rank
FBPEX
VIG
FBPEX vs. VIG - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Cantor FBP Equity & Dividend Plus Fund (FBPEX) and Vanguard Dividend Appreciation ETF (VIG). 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.
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Dividends
FBPEX vs. VIG - Dividend Comparison
FBPEX's dividend yield for the trailing twelve months is around 11.66%, more than VIG's 1.79% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FBPEX Cantor FBP Equity & Dividend Plus Fund | 11.66% | 11.78% | 8.15% | 7.03% | 8.23% | 2.47% | 6.41% | 8.21% | 8.40% | 2.46% | 7.40% | 3.58% |
VIG Vanguard Dividend Appreciation ETF | 1.79% | 1.73% | 1.88% | 1.96% | 1.55% | 1.63% | 1.71% | 2.08% | 1.88% | 2.14% | 2.34% | 1.95% |
Drawdowns
FBPEX vs. VIG - Drawdown Comparison
The maximum FBPEX drawdown since its inception was -63.97%, which is greater than VIG's maximum drawdown of -46.81%. Use the drawdown chart below to compare losses from any high point for FBPEX and VIG.
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Volatility
FBPEX vs. VIG - Volatility Comparison
The current volatility for Cantor FBP Equity & Dividend Plus Fund (FBPEX) is 4.09%, while Vanguard Dividend Appreciation ETF (VIG) has a volatility of 4.50%. This indicates that FBPEX experiences smaller price fluctuations and is considered to be less risky than VIG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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