Correlation
The correlation between FIUSX and SPMO is 0.77, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
FIUSX vs. SPMO
Compare and contrast key facts about Delaware Opportunity Fund (FIUSX) and Invesco S&P 500® Momentum ETF (SPMO).
FIUSX is managed by Delaware Funds. It was launched on Aug 24, 1992. SPMO is a passively managed fund by Invesco that tracks the performance of the S&P 500 Momentum Index. It was launched on Oct 9, 2015.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FIUSX or SPMO.
Performance
FIUSX vs. SPMO - Performance Comparison
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Key characteristics
FIUSX:
0.36
SPMO:
1.22
FIUSX:
0.62
SPMO:
1.64
FIUSX:
1.08
SPMO:
1.23
FIUSX:
0.30
SPMO:
1.39
FIUSX:
0.95
SPMO:
5.03
FIUSX:
6.91%
SPMO:
5.58%
FIUSX:
19.63%
SPMO:
25.08%
FIUSX:
-56.30%
SPMO:
-30.95%
FIUSX:
-8.26%
SPMO:
0.00%
Returns By Period
In the year-to-date period, FIUSX achieves a -1.24% return, which is significantly lower than SPMO's 11.09% return.
FIUSX
-1.24%
5.63%
-8.19%
7.07%
6.06%
14.49%
5.85%
SPMO
11.09%
11.40%
9.23%
30.41%
24.56%
21.21%
N/A
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FIUSX vs. SPMO - Expense Ratio Comparison
FIUSX has a 1.15% expense ratio, which is higher than SPMO's 0.13% expense ratio.
Risk-Adjusted Performance
FIUSX vs. SPMO — Risk-Adjusted Performance Rank
FIUSX
SPMO
FIUSX vs. SPMO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Delaware Opportunity Fund (FIUSX) and Invesco S&P 500® Momentum ETF (SPMO). 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.
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Dividends
FIUSX vs. SPMO - Dividend Comparison
FIUSX's dividend yield for the trailing twelve months is around 12.84%, more than SPMO's 0.48% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FIUSX Delaware Opportunity Fund | 12.84% | 12.68% | 2.04% | 8.96% | 5.62% | 0.80% | 40.65% | 12.11% | 6.00% | 4.23% | 8.96% | 6.97% |
SPMO Invesco S&P 500® Momentum ETF | 0.48% | 0.48% | 1.63% | 1.66% | 0.52% | 1.27% | 1.39% | 1.05% | 0.77% | 1.94% | 0.36% | 0.00% |
Drawdowns
FIUSX vs. SPMO - Drawdown Comparison
The maximum FIUSX drawdown since its inception was -56.30%, which is greater than SPMO's maximum drawdown of -30.95%. Use the drawdown chart below to compare losses from any high point for FIUSX and SPMO.
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Volatility
FIUSX vs. SPMO - Volatility Comparison
Delaware Opportunity Fund (FIUSX) and Invesco S&P 500® Momentum ETF (SPMO) have volatilities of 5.32% and 5.51%, 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.
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