FDGR vs. VT
Compare and contrast key facts about Foundations Dynamic Growth ETF (FDGR) and Vanguard Total World Stock ETF (VT).
FDGR and VT 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. VT is a passively managed fund by Vanguard that tracks the performance of the FTSE Global All Cap Index. It was launched on Jun 24, 2008.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FDGR or VT.
Key characteristics
| FDGR | VT | |
|---|---|---|
| YTD Return | 23.78% | 18.43% |
| 1Y Return | 31.15% | 26.74% |
| Sharpe Ratio | 2.12 | 2.52 |
| Sortino Ratio | 2.77 | 3.45 |
| Omega Ratio | 1.40 | 1.46 |
| Calmar Ratio | 2.78 | 3.65 |
| Martin Ratio | 10.51 | 16.54 |
| Ulcer Index | 3.21% | 1.79% |
| Daily Std Dev | 15.96% | 11.78% |
| Max Drawdown | -12.16% | -50.27% |
| Current Drawdown | -0.18% | -1.17% |
Correlation
The correlation between FDGR and VT is 0.87, 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. VT - Performance Comparison
In the year-to-date period, FDGR achieves a 23.78% return, which is significantly higher than VT's 18.43% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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FDGR vs. VT - Expense Ratio Comparison
FDGR has a 0.79% expense ratio, which is higher than VT's 0.07% expense ratio.
Risk-Adjusted Performance
FDGR vs. VT - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Foundations Dynamic Growth ETF (FDGR) and Vanguard Total World Stock ETF (VT). 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. VT - Dividend Comparison
FDGR's dividend yield for the trailing twelve months is around 0.09%, less than VT's 1.84% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FDGR Foundations Dynamic Growth ETF | 0.09% | 0.11% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
VT Vanguard Total World Stock ETF | 1.84% | 2.08% | 2.20% | 1.82% | 1.66% | 2.32% | 2.53% | 2.11% | 2.39% | 2.45% | 2.44% | 2.06% |
Drawdowns
FDGR vs. VT - Drawdown Comparison
The maximum FDGR drawdown since its inception was -12.16%, smaller than the maximum VT drawdown of -50.27%. Use the drawdown chart below to compare losses from any high point for FDGR and VT. For additional features, visit the drawdowns tool.
Volatility
FDGR vs. VT - Volatility Comparison
Foundations Dynamic Growth ETF (FDGR) has a higher volatility of 5.57% compared to Vanguard Total World Stock ETF (VT) at 3.14%. This indicates that FDGR's price experiences larger fluctuations and is considered to be riskier than VT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.