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:
0.26
SPY:
0.72
FDUS:
0.48
SPY:
1.13
FDUS:
1.07
SPY:
1.17
FDUS:
0.21
SPY:
0.76
FDUS:
0.80
SPY:
3.04
FDUS:
6.14%
SPY:
4.72%
FDUS:
19.02%
SPY:
20.06%
FDUS:
-69.51%
SPY:
-55.19%
FDUS:
-16.26%
SPY:
-7.25%
Returns By Period
In the year-to-date period, FDUS achieves a -6.90% return, which is significantly lower than SPY's -3.01% return. Both investments have delivered pretty close results over the past 10 years, with FDUS having a 12.93% annualized return and SPY not far behind at 12.46%.
FDUS
-6.90%
1.44%
3.62%
6.94%
33.51%
12.93%
SPY
-3.01%
12.17%
-0.12%
12.26%
16.40%
12.46%
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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 12.11%, more than SPY's 1.26% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FDUS Fidus Investment Corporation | 12.11% | 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 | 1.26% | 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
Fidus Investment Corporation (FDUS) and SPDR S&P 500 ETF (SPY) have volatilities of 14.66% and 15.07%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.