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:
1.21
SPY:
2.17
FDUS:
1.87
SPY:
2.88
FDUS:
1.22
SPY:
1.41
FDUS:
1.99
SPY:
3.19
FDUS:
5.92
SPY:
14.10
FDUS:
2.56%
SPY:
1.90%
FDUS:
12.54%
SPY:
12.39%
FDUS:
-69.51%
SPY:
-55.19%
FDUS:
-1.85%
SPY:
-3.19%
Returns By Period
In the year-to-date period, FDUS achieves a 14.10% return, which is significantly lower than SPY's 24.97% return. Over the past 10 years, FDUS has outperformed SPY with an annualized return of 14.70%, while SPY has yielded a comparatively lower 12.92% annualized return.
FDUS
14.10%
1.89%
11.88%
15.27%
18.52%
14.70%
SPY
24.97%
-0.32%
8.25%
26.85%
14.57%
12.92%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Risk-Adjusted Performance
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 9.03%, more than SPY's 0.87% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FDUS Fidus Investment Corporation | 9.03% | 14.63% | 10.51% | 8.90% | 10.15% | 8.17% | 13.69% | 10.54% | 10.17% | 11.66% | 11.51% | 8.92% |
SPY SPDR S&P 500 ETF | 0.87% | 1.40% | 1.65% | 1.20% | 1.52% | 1.75% | 2.04% | 1.80% | 2.03% | 2.06% | 1.87% | 1.81% |
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
Fidus Investment Corporation (FDUS) has a higher volatility of 3.88% compared to SPDR S&P 500 ETF (SPY) at 3.64%. This indicates that FDUS's price experiences larger fluctuations and is considered to be riskier than SPY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.