FDGR vs. IWY
Compare and contrast key facts about Foundations Dynamic Growth ETF (FDGR) and iShares Russell Top 200 Growth ETF (IWY).
FDGR and IWY are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. FDGR is an actively managed fund by Foundations. It was launched on Oct 2, 2023. IWY is a passively managed fund by iShares that tracks the performance of the Russell Top 200 Growth Index. It was launched on Sep 22, 2009.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FDGR or IWY.
Correlation
The correlation between FDGR and IWY is 1.00, 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.
Performance
FDGR vs. IWY - Performance Comparison
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Key characteristics
FDGR:
9.76%
IWY:
24.97%
FDGR:
-0.68%
IWY:
-32.68%
FDGR:
-0.08%
IWY:
-10.79%
Returns By Period
FDGR
N/A
N/A
N/A
N/A
N/A
N/A
IWY
-7.30%
6.66%
-6.03%
11.69%
18.39%
16.32%
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FDGR vs. IWY - Expense Ratio Comparison
FDGR has a 0.79% expense ratio, which is higher than IWY's 0.20% expense ratio.
Risk-Adjusted Performance
FDGR vs. IWY — Risk-Adjusted Performance Rank
FDGR
IWY
FDGR vs. IWY - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Foundations Dynamic Growth ETF (FDGR) and iShares Russell Top 200 Growth ETF (IWY). 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
FDGR vs. IWY - Dividend Comparison
FDGR has not paid dividends to shareholders, while IWY's dividend yield for the trailing twelve months is around 0.45%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FDGR Foundations Dynamic Growth ETF | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
IWY iShares Russell Top 200 Growth ETF | 0.45% | 0.42% | 0.68% | 0.88% | 0.50% | 0.71% | 1.06% | 1.32% | 1.26% | 1.51% | 1.58% | 1.44% |
Drawdowns
FDGR vs. IWY - Drawdown Comparison
The maximum FDGR drawdown since its inception was -0.68%, smaller than the maximum IWY drawdown of -32.68%. Use the drawdown chart below to compare losses from any high point for FDGR and IWY. For additional features, visit the drawdowns tool.
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Volatility
FDGR vs. IWY - Volatility Comparison
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