FDUS vs. QDV5.DE
Compare and contrast key facts about Fidus Investment Corporation (FDUS) and iShares MSCI India UCITS ETF USD (Acc) (QDV5.DE).
QDV5.DE is a passively managed fund by iShares that tracks the performance of the MSCI India. It was launched on May 25, 2018.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FDUS or QDV5.DE.
Correlation
The correlation between FDUS and QDV5.DE is 0.40, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
FDUS vs. QDV5.DE - Performance Comparison
Key characteristics
FDUS:
0.32
QDV5.DE:
-0.23
FDUS:
0.55
QDV5.DE:
-0.19
FDUS:
1.08
QDV5.DE:
0.97
FDUS:
0.25
QDV5.DE:
-0.22
FDUS:
1.04
QDV5.DE:
-0.53
FDUS:
5.68%
QDV5.DE:
8.09%
FDUS:
18.82%
QDV5.DE:
18.65%
FDUS:
-69.51%
QDV5.DE:
-41.06%
FDUS:
-15.56%
QDV5.DE:
-13.76%
Returns By Period
In the year-to-date period, FDUS achieves a -6.12% return, which is significantly higher than QDV5.DE's -7.76% return.
FDUS
-6.12%
-6.47%
4.06%
5.56%
31.30%
13.07%
QDV5.DE
-7.76%
-1.59%
-7.41%
-4.32%
16.77%
N/A
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Risk-Adjusted Performance
FDUS vs. QDV5.DE — Risk-Adjusted Performance Rank
FDUS
QDV5.DE
FDUS vs. QDV5.DE - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidus Investment Corporation (FDUS) and iShares MSCI India UCITS ETF USD (Acc) (QDV5.DE). 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
FDUS vs. QDV5.DE - Dividend Comparison
FDUS's dividend yield for the trailing twelve months is around 12.01%, while QDV5.DE has not paid dividends to shareholders.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FDUS Fidus Investment Corporation | 12.01% | 11.51% | 14.63% | 10.51% | 8.90% | 10.15% | 8.17% | 13.69% | 10.54% | 10.17% | 11.66% | 11.51% |
QDV5.DE iShares MSCI India UCITS ETF USD (Acc) | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
FDUS vs. QDV5.DE - Drawdown Comparison
The maximum FDUS drawdown since its inception was -69.51%, which is greater than QDV5.DE's maximum drawdown of -41.06%. Use the drawdown chart below to compare losses from any high point for FDUS and QDV5.DE. For additional features, visit the drawdowns tool.
Volatility
FDUS vs. QDV5.DE - Volatility Comparison
Fidus Investment Corporation (FDUS) has a higher volatility of 14.47% compared to iShares MSCI India UCITS ETF USD (Acc) (QDV5.DE) at 9.15%. This indicates that FDUS's price experiences larger fluctuations and is considered to be riskier than QDV5.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.