Correlation
The correlation between FDBC and VOO is 0.22, 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.
FDBC vs. VOO
Compare and contrast key facts about Fidelity D & D Bancorp, Inc. (FDBC) and Vanguard S&P 500 ETF (VOO).
VOO is a passively managed fund by Vanguard that tracks the performance of the S&P 500 Index. It was launched on Sep 7, 2010.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FDBC or VOO.
Performance
FDBC vs. VOO - Performance Comparison
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Key characteristics
FDBC:
-0.18
VOO:
0.74
FDBC:
0.01
VOO:
1.04
FDBC:
1.00
VOO:
1.15
FDBC:
-0.22
VOO:
0.68
FDBC:
-0.48
VOO:
2.58
FDBC:
18.33%
VOO:
4.93%
FDBC:
43.68%
VOO:
19.54%
FDBC:
-66.65%
VOO:
-33.99%
FDBC:
-34.27%
VOO:
-3.55%
Returns By Period
In the year-to-date period, FDBC achieves a -14.91% return, which is significantly lower than VOO's 0.90% return. Over the past 10 years, FDBC has underperformed VOO with an annualized return of 8.97%, while VOO has yielded a comparatively higher 12.81% annualized return.
FDBC
-14.91%
1.67%
-22.67%
-7.94%
4.43%
4.43%
8.97%
VOO
0.90%
6.28%
-1.46%
14.27%
14.31%
15.89%
12.81%
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Risk-Adjusted Performance
FDBC vs. VOO — Risk-Adjusted Performance Rank
FDBC
VOO
FDBC vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity D & D Bancorp, Inc. (FDBC) and Vanguard S&P 500 ETF (VOO). 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
FDBC vs. VOO - Dividend Comparison
FDBC's dividend yield for the trailing twelve months is around 3.87%, more than VOO's 1.29% yield.
TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
FDBC Fidelity D & D Bancorp, Inc. | 3.87% | 3.16% | 2.52% | 2.86% | 2.08% | 1.77% | 1.70% | 1.53% | 2.13% | 3.43% | 3.36% | 3.33% |
VOO Vanguard S&P 500 ETF | 1.29% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
FDBC vs. VOO - Drawdown Comparison
The maximum FDBC drawdown since its inception was -66.65%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for FDBC and VOO.
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Volatility
FDBC vs. VOO - Volatility Comparison
Fidelity D & D Bancorp, Inc. (FDBC) has a higher volatility of 11.70% compared to Vanguard S&P 500 ETF (VOO) at 4.84%. This indicates that FDBC's price experiences larger fluctuations and is considered to be riskier than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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