FOLD vs. USMV
Compare and contrast key facts about Amicus Therapeutics, Inc. (FOLD) and iShares Edge MSCI Min Vol USA ETF (USMV).
USMV is a passively managed fund by iShares that tracks the performance of the MSCI USA Minimum Volatility Index. It was launched on Oct 18, 2011.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FOLD or USMV.
Correlation
The correlation between FOLD and USMV is 0.31, 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
FOLD vs. USMV - Performance Comparison
Key characteristics
FOLD:
-0.77
USMV:
1.79
FOLD:
-1.08
USMV:
2.51
FOLD:
0.88
USMV:
1.32
FOLD:
-0.48
USMV:
2.57
FOLD:
-1.32
USMV:
8.41
FOLD:
23.39%
USMV:
1.85%
FOLD:
40.07%
USMV:
8.69%
FOLD:
-89.91%
USMV:
-33.10%
FOLD:
-62.39%
USMV:
-6.04%
Returns By Period
In the year-to-date period, FOLD achieves a -0.64% return, which is significantly lower than USMV's -0.38% return. Over the past 10 years, FOLD has underperformed USMV with an annualized return of 0.57%, while USMV has yielded a comparatively higher 10.10% annualized return.
FOLD
-0.64%
-3.80%
-9.21%
-33.43%
-0.65%
0.57%
USMV
-0.38%
-5.00%
6.24%
14.67%
7.91%
10.10%
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
FOLD vs. USMV — Risk-Adjusted Performance Rank
FOLD
USMV
FOLD vs. USMV - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Amicus Therapeutics, Inc. (FOLD) and iShares Edge MSCI Min Vol USA ETF (USMV). 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
FOLD vs. USMV - Dividend Comparison
FOLD has not paid dividends to shareholders, while USMV's dividend yield for the trailing twelve months is around 1.68%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FOLD Amicus Therapeutics, 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% |
USMV iShares Edge MSCI Min Vol USA ETF | 1.68% | 1.67% | 1.82% | 1.62% | 1.26% | 1.81% | 1.88% | 2.12% | 1.77% | 2.22% | 2.02% | 1.88% |
Drawdowns
FOLD vs. USMV - Drawdown Comparison
The maximum FOLD drawdown since its inception was -89.91%, which is greater than USMV's maximum drawdown of -33.10%. Use the drawdown chart below to compare losses from any high point for FOLD and USMV. For additional features, visit the drawdowns tool.
Volatility
FOLD vs. USMV - Volatility Comparison
Amicus Therapeutics, Inc. (FOLD) has a higher volatility of 11.81% compared to iShares Edge MSCI Min Vol USA ETF (USMV) at 2.94%. This indicates that FOLD's price experiences larger fluctuations and is considered to be riskier than USMV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.