FDM vs. PVIVX

In the year-to-date period, FDM achieves a -1.08% return, which is significantly higher than PVIVX's -16.10% return. Both investments have delivered pretty close results over the past 10 years, with FDM having a 8.63% annualized return and PVIVX not far ahead at 8.96%.

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FDM has a 0.60% expense ratio, which is lower than PVIVX's 1.25% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for First Trust Dow Jones Select MicroCap Index Fund (FDM) and Paradigm Micro-cap Fund (PVIVX). 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.

The current FDM Sharpe Ratio is 0.42, which is higher than the PVIVX Sharpe Ratio of -0.37. The chart below compares the historical Sharpe Ratios of FDM and PVIVX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

FDM's dividend yield for the trailing twelve months is around 1.92%, less than PVIVX's 7.63% yield.

The maximum FDM drawdown since its inception was -63.45%, which is greater than PVIVX's maximum drawdown of -49.38%. Use the drawdown chart below to compare losses from any high point for FDM and PVIVX.

The current volatility for First Trust Dow Jones Select MicroCap Index Fund (FDM) is 6.44%, while Paradigm Micro-cap Fund (PVIVX) has a volatility of 9.42%. This indicates that FDM experiences smaller price fluctuations and is considered to be less risky than PVIVX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.