FDIV vs. VDC
Compare and contrast key facts about First Trust Strategic Income ETF (FDIV) and Vanguard Consumer Staples ETF (VDC).
FDIV and VDC are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. FDIV is an actively managed fund by First Trust. It was launched on Aug 13, 2014. VDC is a passively managed fund by Vanguard that tracks the performance of the MSCI US Investable Market Consumer Staples 25/50 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: FDIV or VDC.
Correlation
The correlation between FDIV and VDC is 0.59, 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
FDIV vs. VDC - Performance Comparison
Key characteristics
FDIV:
0.38
VDC:
1.74
FDIV:
0.62
VDC:
2.53
FDIV:
1.07
VDC:
1.30
FDIV:
0.53
VDC:
2.38
FDIV:
1.33
VDC:
7.35
FDIV:
3.56%
VDC:
2.31%
FDIV:
12.43%
VDC:
9.78%
FDIV:
-9.01%
VDC:
-34.24%
FDIV:
-8.89%
VDC:
-0.42%
Returns By Period
In the year-to-date period, FDIV achieves a -2.40% return, which is significantly lower than VDC's 4.77% return.
FDIV
-2.40%
-1.52%
-2.91%
5.76%
N/A
N/A
VDC
4.77%
7.08%
6.61%
17.42%
8.80%
8.41%
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FDIV vs. VDC - Expense Ratio Comparison
FDIV has a 0.87% expense ratio, which is higher than VDC's 0.10% expense ratio.
Risk-Adjusted Performance
FDIV vs. VDC — Risk-Adjusted Performance Rank
FDIV
VDC
FDIV vs. VDC - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for First Trust Strategic Income ETF (FDIV) and Vanguard Consumer Staples ETF (VDC). 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
FDIV vs. VDC - Dividend Comparison
FDIV's dividend yield for the trailing twelve months is around 2.97%, more than VDC's 2.23% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FDIV First Trust Strategic Income ETF | 2.97% | 2.90% | 0.61% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
VDC Vanguard Consumer Staples ETF | 2.23% | 2.33% | 2.65% | 2.37% | 2.14% | 2.50% | 2.44% | 2.78% | 2.52% | 2.39% | 2.55% | 1.93% |
Drawdowns
FDIV vs. VDC - Drawdown Comparison
The maximum FDIV drawdown since its inception was -9.01%, smaller than the maximum VDC drawdown of -34.24%. Use the drawdown chart below to compare losses from any high point for FDIV and VDC. For additional features, visit the drawdowns tool.
Volatility
FDIV vs. VDC - Volatility Comparison
First Trust Strategic Income ETF (FDIV) and Vanguard Consumer Staples ETF (VDC) have volatilities of 3.48% and 3.66%, 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.