FDGR vs. VBK
Compare and contrast key facts about Foundations Dynamic Growth ETF (FDGR) and Vanguard Small-Cap Growth ETF (VBK).
FDGR and VBK 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. VBK is a passively managed fund by Vanguard that tracks the performance of the MSCI US Small Cap Growth Index. It was launched on Jan 26, 2004.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FDGR or VBK.
Correlation
The correlation between FDGR and VBK is 0.73, 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. VBK - Performance Comparison
Key characteristics
FDGR:
1.47
VBK:
1.17
FDGR:
2.01
VBK:
1.66
FDGR:
1.27
VBK:
1.20
FDGR:
2.02
VBK:
1.00
FDGR:
7.41
VBK:
5.17
FDGR:
3.32%
VBK:
4.07%
FDGR:
16.70%
VBK:
17.97%
FDGR:
-12.16%
VBK:
-58.69%
FDGR:
-0.03%
VBK:
-4.24%
Returns By Period
In the year-to-date period, FDGR achieves a 4.23% return, which is significantly higher than VBK's 3.87% return.
FDGR
4.23%
3.06%
14.74%
23.18%
N/A
N/A
VBK
3.87%
1.39%
14.51%
16.26%
7.48%
9.07%
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FDGR vs. VBK - Expense Ratio Comparison
FDGR has a 0.79% expense ratio, which is higher than VBK's 0.07% expense ratio.
Risk-Adjusted Performance
FDGR vs. VBK — Risk-Adjusted Performance Rank
FDGR
VBK
FDGR vs. VBK - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Foundations Dynamic Growth ETF (FDGR) and Vanguard Small-Cap Growth ETF (VBK). 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
FDGR vs. VBK - Dividend Comparison
FDGR has not paid dividends to shareholders, while VBK's dividend yield for the trailing twelve months is around 0.52%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FDGR Foundations Dynamic Growth ETF | 0.00% | 0.00% | 0.11% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
VBK Vanguard Small-Cap Growth ETF | 0.52% | 0.54% | 0.68% | 0.55% | 0.36% | 0.44% | 0.57% | 0.79% | 0.82% | 1.08% | 0.98% | 1.01% |
Drawdowns
FDGR vs. VBK - Drawdown Comparison
The maximum FDGR drawdown since its inception was -12.16%, smaller than the maximum VBK drawdown of -58.69%. Use the drawdown chart below to compare losses from any high point for FDGR and VBK. For additional features, visit the drawdowns tool.
Volatility
FDGR vs. VBK - Volatility Comparison
Foundations Dynamic Growth ETF (FDGR) and Vanguard Small-Cap Growth ETF (VBK) have volatilities of 4.53% and 4.43%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.