FDUS vs. SCM
FDUS (Fidus Investment Corporation) and SCM (Stellus Capital Investment Corporation) are both stocks. Both operate in the Asset Management industry within the Financial Services sector. Over the past 10 years, FDUS returned 14.32%/yr vs 7.14%/yr for SCM. Their 0.42 correlation means their historical movements had little consistent relationship.
Performance
FDUS vs. SCM - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, FDUS achieves a 8.93% return, which is significantly higher than SCM's -35.87% return. Over the past 10 years, FDUS has outperformed SCM with an annualized return of 14.32%, while SCM has yielded a comparatively lower 7.14% annualized return.
FDUS
- 1D
- -0.80%
- 1M
- 2.12%
- 6M
- 8.99%
- YTD
- 8.93%
- 1Y
- 7.43%
- 3Y*
- 10.84%
- 5Y*
- 16.12%
- 10Y*
- 14.32%
- ALL TIME*
- 13.41%
SCM
- 1D
- 1.67%
- 1M
- -10.13%
- 6M
- -36.93%
- YTD
- -35.87%
- 1Y
- -38.93%
- 3Y*
- -10.38%
- 5Y*
- 0.09%
- 10Y*
- 7.14%
- ALL TIME*
- 5.81%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $4.84M | $8.39M | $6.57M | |
| $2.20M | $1.97M | $1.78M |
FDUS vs. SCM - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FDUS Fidus Investment Corporation | 8.93% | 2.08% | 20.55% | 20.02% | 17.09% | 50.66% | -0.78% | 40.72% | -13.70% | 6.25% |
SCM Stellus Capital Investment Corporation | -35.87% | 3.74% | 20.35% | 8.71% | 10.60% | 30.12% | -14.12% | 21.00% | 9.57% | 20.26% |
Correlation
The correlation between FDUS and SCM is 0.67, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.67 |
Correlation (3Y) Balances recent behavior with more history. | 0.59 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.54 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.46 |
Correlation (All Time) Calculated using the full available price history since Nov 8, 2012 | 0.42 |
Over the past year, FDUS and SCM have become more correlated (0.67) than their long-term average of 0.42, meaning their price movements have been converging.
Fundamentals
FDUS:
$749.22M
SCM:
$217.10M
FDUS:
$2.37
SCM:
$0.77
FDUS:
8.33
SCM:
9.73
FDUS:
3.33
SCM:
1.39
FDUS:
5.19
SCM:
0.00
FDUS:
1.01
SCM:
0.00
FDUS:
$140.24M
SCM:
$23.29T
FDUS:
$91.57M
SCM:
$26.31M
FDUS:
$98.79M
SCM:
$23.13M
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
FDUS vs. SCM — Risk / Return Rank
FDUS
SCM
FDUS vs. SCM - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidus Investment Corporation (FDUS) and Stellus Capital Investment Corporation (SCM). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| FDUS | SCM | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.61 | ||
| Sortino ratioReturn per unit of downside risk | +2.50 | ||
| Omega ratioGain probability vs. loss probability | 1.08 | 0.77 | +0.30 |
| Calmar ratioReturn relative to maximum drawdown | 0.48 | -0.81 | +1.29 |
| Martin ratioReturn relative to average drawdown | 1.11 | -1.52 | +2.64 |
Loading charts...
Drawdowns
FDUS vs. SCM - Drawdown Comparison
The maximum FDUS drawdown since its inception was -68.76%, roughly equal to the maximum SCM drawdown of -66.06%. Use the drawdown chart below to compare losses from any high point for FDUS and SCM.
Loading charts...
Drawdown Indicators
| FDUS | SCM | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -68.76% | -66.06% | -2.70% |
Max Drawdown (1Y)Largest decline over 1 year | -15.16% | -47.76% | +32.60% |
Max Drawdown (3Y)Largest decline over 3 years | -23.94% | -47.76% | +23.82% |
Max Drawdown (5Y)Largest decline over 5 years | -23.94% | -47.76% | +23.82% |
Max Drawdown (10Y)Largest decline over 10 years | -68.76% | -66.06% | -2.70% |
Current DrawdownCurrent decline from peak | -4.55% | -43.47% | +38.92% |
Average DrawdownAverage peak-to-trough decline | -8.86% | -10.00% | +1.14% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.51% | 25.48% | -18.97% |
Volatility
FDUS vs. SCM - Volatility Comparison
The current volatility for Fidus Investment Corporation (FDUS) is 10.09%, while Stellus Capital Investment Corporation (SCM) has a volatility of 15.16%. This indicates that FDUS experiences smaller price fluctuations and is considered to be less risky than SCM based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| FDUS | SCM | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 10.09% | 15.16% | -5.07% |
Volatility (6M)Calculated over the trailing 6-month period | 19.45% | 26.52% | -7.07% |
Volatility (1Y)Calculated over the trailing 1-year period | 23.20% | 29.89% | -6.69% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.39% | 23.10% | -2.71% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 33.71% | 37.14% | -3.43% |
Dividends
FDUS vs. SCM - Dividend Comparison
FDUS's dividend yield for the trailing twelve months is around 11.20%, less than SCM's 19.06% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FDUS Fidus Investment Corporation | 11.20% | 11.14% | 11.51% | 14.63% | 10.51% | 8.90% | 10.15% | 10.78% | 13.69% | 10.54% | 10.17% | 11.69% |
SCM Stellus Capital Investment Corporation | 19.06% | 12.62% | 11.62% | 12.45% | 8.14% | 8.29% | 10.57% | 9.55% | 10.50% | 10.35% | 11.27% | 14.10% |
Financials
FDUS vs. SCM - Financials Comparison
This section allows you to compare key financial metrics between Fidus Investment Corporation and Stellus Capital Investment Corporation. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities
FDUS vs. SCM - Profitability Comparison
FDUS - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Aug 2026, Fidus Investment Corporation reported a gross profit of 0.00 and revenue of 34.29M. Therefore, the gross margin over that period was 0.0%.
SCM - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Aug 2026, Stellus Capital Investment Corporation reported a gross profit of 0.00 and revenue of 23.29T. Therefore, the gross margin over that period was 0.0%.
FDUS - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Aug 2026, Fidus Investment Corporation reported an operating income of 0.00 and revenue of 34.29M, resulting in an operating margin of 0.0%.
SCM - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Aug 2026, Stellus Capital Investment Corporation reported an operating income of 0.00 and revenue of 23.29T, resulting in an operating margin of 0.0%.
FDUS - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Aug 2026, Fidus Investment Corporation reported a net income of 24.64M and revenue of 34.29M, resulting in a net margin of 71.9%.
SCM - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Aug 2026, Stellus Capital Investment Corporation reported a net income of 0.00 and revenue of 23.29T, resulting in a net margin of 0.0%.
Frequently Asked Questions
FDUS and SCM have a correlation of 0.67, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
SCM has higher volatility (15.16%) compared to FDUS (10.09%). In terms of maximum drawdown, FDUS dropped -68.76% vs SCM's -66.06%.
FDUS currently has the higher Sharpe Ratio (0.31 vs -1.30), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
Find the right allocation for FDUS and SCM
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer