Correlation
The correlation between FCUS and SPY is 0.78, 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.
FCUS vs. SPY
Compare and contrast key facts about Pinnacle Focused Opportunities ETF (FCUS) and SPDR S&P 500 ETF (SPY).
FCUS and SPY are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. FCUS is an actively managed fund by Pinnacle. It was launched on Dec 28, 2022. SPY is a passively managed fund by State Street that tracks the performance of the S&P 500 Index. It was launched on Jan 22, 1993.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FCUS or SPY.
Performance
FCUS vs. SPY - Performance Comparison
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Key characteristics
FCUS:
-0.16
SPY:
0.68
FCUS:
-0.03
SPY:
1.11
FCUS:
1.00
SPY:
1.16
FCUS:
-0.17
SPY:
0.75
FCUS:
-0.42
SPY:
2.86
FCUS:
16.47%
SPY:
4.93%
FCUS:
35.16%
SPY:
20.44%
FCUS:
-39.89%
SPY:
-55.19%
FCUS:
-26.86%
SPY:
-3.01%
Returns By Period
In the year-to-date period, FCUS achieves a -14.14% return, which is significantly lower than SPY's 1.44% return.
FCUS
-14.14%
6.49%
-22.52%
-4.03%
N/A
N/A
N/A
SPY
1.44%
4.58%
-1.18%
13.82%
14.68%
15.35%
12.88%
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FCUS vs. SPY - Expense Ratio Comparison
FCUS has a 0.79% expense ratio, which is higher than SPY's 0.09% expense ratio.
Risk-Adjusted Performance
FCUS vs. SPY — Risk-Adjusted Performance Rank
FCUS
SPY
FCUS vs. SPY - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Pinnacle Focused Opportunities ETF (FCUS) and SPDR S&P 500 ETF (SPY). 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
FCUS vs. SPY - Dividend Comparison
FCUS's dividend yield for the trailing twelve months is around 13.03%, more than SPY's 1.21% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FCUS Pinnacle Focused Opportunities ETF | 13.03% | 11.19% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
SPY SPDR S&P 500 ETF | 1.21% | 1.21% | 1.40% | 1.65% | 1.20% | 1.52% | 1.75% | 2.04% | 1.80% | 2.03% | 2.06% | 1.87% |
Drawdowns
FCUS vs. SPY - Drawdown Comparison
The maximum FCUS drawdown since its inception was -39.89%, smaller than the maximum SPY drawdown of -55.19%. Use the drawdown chart below to compare losses from any high point for FCUS and SPY.
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Volatility
FCUS vs. SPY - Volatility Comparison
The current volatility for Pinnacle Focused Opportunities ETF (FCUS) is 4.15%, while SPDR S&P 500 ETF (SPY) has a volatility of 4.85%. This indicates that FCUS experiences smaller price fluctuations and is considered to be less risky than SPY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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