FDG vs. SSSFX
Compare and contrast key facts about American Century Focused Dynamic Growth ETF (FDG) and SouthernSun Small Cap (SSSFX).
FDG is an actively managed fund by American Century Investments. It was launched on Mar 31, 2020. SSSFX is managed by AMG. It was launched on Oct 1, 2003.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FDG or SSSFX.
Correlation
The correlation between FDG and SSSFX is 0.54, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
FDG vs. SSSFX - Performance Comparison
Key characteristics
FDG:
2.35
SSSFX:
-0.10
FDG:
3.02
SSSFX:
0.03
FDG:
1.41
SSSFX:
1.01
FDG:
2.69
SSSFX:
-0.08
FDG:
13.82
SSSFX:
-0.34
FDG:
3.54%
SSSFX:
6.87%
FDG:
20.85%
SSSFX:
23.91%
FDG:
-43.69%
SSSFX:
-66.47%
FDG:
-0.82%
SSSFX:
-27.20%
Returns By Period
In the year-to-date period, FDG achieves a 5.01% return, which is significantly higher than SSSFX's 3.59% return.
FDG
5.01%
0.66%
26.81%
48.87%
N/A
N/A
SSSFX
3.59%
2.07%
-13.77%
-2.18%
1.80%
0.54%
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FDG vs. SSSFX - Expense Ratio Comparison
FDG has a 0.45% expense ratio, which is lower than SSSFX's 1.30% expense ratio.
Risk-Adjusted Performance
FDG vs. SSSFX — Risk-Adjusted Performance Rank
FDG
SSSFX
FDG vs. SSSFX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for American Century Focused Dynamic Growth ETF (FDG) and SouthernSun Small Cap (SSSFX). 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
FDG vs. SSSFX - Dividend Comparison
Neither FDG nor SSSFX has paid dividends to shareholders.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
FDG American Century Focused Dynamic Growth ETF | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.01% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
SSSFX SouthernSun Small Cap | 0.00% | 0.00% | 0.00% | 0.00% | 0.04% | 0.00% | 0.05% | 0.00% | 0.00% | 0.00% | 0.13% |
Drawdowns
FDG vs. SSSFX - Drawdown Comparison
The maximum FDG drawdown since its inception was -43.69%, smaller than the maximum SSSFX drawdown of -66.47%. Use the drawdown chart below to compare losses from any high point for FDG and SSSFX. For additional features, visit the drawdowns tool.
Volatility
FDG vs. SSSFX - Volatility Comparison
American Century Focused Dynamic Growth ETF (FDG) has a higher volatility of 6.95% compared to SouthernSun Small Cap (SSSFX) at 4.08%. This indicates that FDG's price experiences larger fluctuations and is considered to be riskier than SSSFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.