FLD vs. DGRO
FLD (Fold Holdings, Inc) is a stock, while DGRO (iShares Core Dividend Growth ETF) is Large Cap Growth Equities fund tracking the Morningstar US Dividend Growth Index. Over the past year, FLD returned -89.46% vs 24.21% for DGRO. Their 0.24 correlation means their historical movements had little consistent relationship.
Performance
FLD vs. DGRO - Performance Comparison
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Returns By Period
In the year-to-date period, FLD achieves a -82.76% return, which is significantly lower than DGRO's 13.39% return.
FLD
- 1D
- -0.35%
- 1M
- -6.54%
- 6M
- -76.80%
- YTD
- -82.76%
- 1Y
- -89.46%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- -88.62%
DGRO
- 1D
- -0.28%
- 1M
- 0.97%
- 6M
- 9.59%
- YTD
- 13.39%
- 1Y
- 24.21%
- 3Y*
- 16.30%
- 5Y*
- 11.08%
- 10Y*
- 13.44%
- ALL TIME*
- 12.47%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $103.52M | $104.25M | $110.17M | |
| $96.72K | $86.23K | $1.61M |
FLD vs. DGRO - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
FLD Fold Holdings, Inc | -82.76% | -74.78% |
DGRO iShares Core Dividend Growth ETF | 13.39% | 10.71% |
Correlation
The correlation between FLD and DGRO is 0.20, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.20 |
Correlation (All Time) Calculated using the full available price history since Feb 19, 2025 | 0.24 |
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Return for Risk
FLD vs. DGRO — Risk / Return Rank
FLD
DGRO
FLD vs. DGRO - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fold Holdings, Inc (FLD) and iShares Core Dividend Growth ETF (DGRO). 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.
| FLD | DGRO | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -3.29 | ||
| Sortino ratioReturn per unit of downside risk | -5.95 | ||
| Omega ratioGain probability vs. loss probability | 0.74 | 1.45 | -0.71 |
| Calmar ratioReturn relative to maximum drawdown | -0.98 | 3.61 | -4.58 |
| Martin ratioReturn relative to average drawdown | -1.54 | 14.07 | -15.61 |
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Drawdowns
FLD vs. DGRO - Drawdown Comparison
The maximum FLD drawdown since its inception was -96.51%, which is greater than DGRO's maximum drawdown of -35.10%. Use the drawdown chart below to compare losses from any high point for FLD and DGRO.
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Drawdown Indicators
| FLD | DGRO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -96.51% | -35.10% | -61.41% |
Max Drawdown (1Y)Largest decline over 1 year | -91.61% | -6.47% | -85.14% |
Max Drawdown (3Y)Largest decline over 3 years | — | -14.03% | — |
Max Drawdown (5Y)Largest decline over 5 years | — | -19.31% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -35.10% | — |
Current DrawdownCurrent decline from peak | -95.87% | -1.35% | -94.52% |
Average DrawdownAverage peak-to-trough decline | -72.00% | -3.41% | -68.59% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 57.95% | 1.66% | +56.29% |
Volatility
FLD vs. DGRO - Volatility Comparison
Fold Holdings, Inc (FLD) has a higher volatility of 25.52% compared to iShares Core Dividend Growth ETF (DGRO) at 3.21%. This indicates that FLD's price experiences larger fluctuations and is considered to be riskier than DGRO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FLD | DGRO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 25.52% | 3.21% | +22.31% |
Volatility (6M)Calculated over the trailing 6-month period | 81.79% | 7.12% | +74.67% |
Volatility (1Y)Calculated over the trailing 1-year period | 104.66% | 9.61% | +95.05% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 114.35% | 13.79% | +100.56% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 114.35% | 16.58% | +97.77% |
Dividends
FLD vs. DGRO - Dividend Comparison
FLD has not paid dividends to shareholders, while DGRO's dividend yield for the trailing twelve months is around 1.89%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DGRO iShares Core Dividend Growth ETF | 1.89% | 2.09% | 2.26% | 2.45% | 2.34% | 1.93% | 2.30% | 2.21% | 2.44% | 2.03% | 2.27% | 2.52% |
FLD Fold Holdings, Inc | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
FLD and DGRO have a correlation of 0.20, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
FLD has higher volatility (25.52%) compared to DGRO (3.21%). In terms of maximum drawdown, FLD dropped -96.51% vs DGRO's -35.10%.
DGRO currently has the higher Sharpe Ratio (2.44 vs -0.85), 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.
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