FDUS vs. SPY
Compare and contrast key facts about Fidus Investment Corporation (FDUS) and SPDR S&P 500 ETF (SPY).
SPY is a passively managed fund by State Street that tracks the performance of the S&P 500 Index. It was launched on Jan 22, 1993.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FDUS or SPY.
Correlation
The correlation between FDUS and SPY is 0.36, 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. SPY - Performance Comparison
Key characteristics
FDUS:
1.22
SPY:
0.32
FDUS:
1.82
SPY:
0.51
FDUS:
1.21
SPY:
1.07
FDUS:
1.40
SPY:
0.39
FDUS:
5.12
SPY:
1.52
FDUS:
3.08%
SPY:
3.13%
FDUS:
12.88%
SPY:
14.74%
FDUS:
-69.51%
SPY:
-55.19%
FDUS:
-11.30%
SPY:
-12.17%
Returns By Period
In the year-to-date period, FDUS achieves a -1.38% return, which is significantly higher than SPY's -8.15% return. Over the past 10 years, FDUS has outperformed SPY with an annualized return of 14.26%, while SPY has yielded a comparatively lower 11.89% annualized return.
FDUS
-1.38%
-7.99%
10.33%
15.18%
46.44%
14.26%
SPY
-8.15%
-6.68%
-4.88%
4.64%
18.45%
11.89%
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Risk-Adjusted Performance
FDUS vs. SPY — Risk-Adjusted Performance Rank
FDUS
SPY
FDUS vs. SPY - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidus Investment Corporation (FDUS) and SPDR S&P 500 ETF (SPY). 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. SPY - Dividend Comparison
FDUS's dividend yield for the trailing twelve months is around 11.44%, more than SPY's 1.34% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FDUS Fidus Investment Corporation | 11.44% | 11.51% | 14.63% | 10.51% | 8.90% | 10.15% | 8.17% | 13.69% | 10.54% | 10.17% | 11.66% | 11.51% |
SPY SPDR S&P 500 ETF | 1.34% | 1.21% | 1.40% | 1.65% | 1.20% | 1.52% | 1.75% | 2.04% | 1.80% | 2.03% | 2.06% | 1.87% |
Drawdowns
FDUS vs. SPY - Drawdown Comparison
The maximum FDUS drawdown since its inception was -69.51%, which is greater than SPY's maximum drawdown of -55.19%. Use the drawdown chart below to compare losses from any high point for FDUS and SPY. For additional features, visit the drawdowns tool.
Volatility
FDUS vs. SPY - Volatility Comparison
The current volatility for Fidus Investment Corporation (FDUS) is 4.94%, while SPDR S&P 500 ETF (SPY) has a volatility of 7.47%. This indicates that FDUS experiences smaller price fluctuations and is considered to be less risky than SPY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.