HIMS vs. FDL
HIMS (Hims & Hers Health, Inc.) is a stock, while FDL (First Trust Morningstar Dividend Leaders Index Fund) is Large Cap Value Equities fund tracking the Morningstar Dividend Leaders Index. Over the past 5 years, HIMS returned 28.55%/yr vs 13.98%/yr for FDL. Their 0.15 correlation means their historical movements had little consistent relationship.
Performance
HIMS vs. FDL - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, HIMS achieves a -14.47% return, which is significantly lower than FDL's 18.16% return.
HIMS
- 1D
- 2.70%
- 1M
- -24.54%
- 6M
- 2.51%
- YTD
- -14.47%
- 1Y
- -55.60%
- 3Y*
- 46.90%
- 5Y*
- 28.55%
- 10Y*
- —
- ALL TIME*
- 16.38%
FDL
- 1D
- 0.02%
- 1M
- 3.27%
- 6M
- 9.50%
- YTD
- 18.16%
- 1Y
- 27.65%
- 3Y*
- 18.28%
- 5Y*
- 13.98%
- 10Y*
- 11.09%
- ALL TIME*
- 8.94%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $52.24M | $50.06M | $42.95M | |
| $513.38M | $470.49M | $554.38M |
HIMS vs. FDL - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
HIMS Hims & Hers Health, Inc. | -14.47% | 34.28% | 171.69% | 38.85% | -2.14% | -55.14% | 47.47% | 1.23% |
FDL First Trust Morningstar Dividend Leaders Index Fund | 18.16% | 14.79% | 17.98% | 2.94% | 6.66% | 26.10% | -4.30% | 5.84% |
Correlation
The correlation between HIMS and FDL is -0.15, meaning they have often moved in opposite directions in the past. This relationship can weaken or reverse as market conditions change.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | -0.15 |
Correlation (3Y) Balances recent behavior with more history. | 0.11 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.18 |
Correlation (All Time) Calculated using the full available price history since Sep 13, 2019 | 0.15 |
The correlation between HIMS and FDL shifts across timeframes, from -0.15 (1 year) to 0.18 (5 years), reflecting how their relationship changes across market environments.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
HIMS vs. FDL — Risk / Return Rank
HIMS
FDL
HIMS vs. FDL - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Hims & Hers Health, Inc. (HIMS) and First Trust Morningstar Dividend Leaders Index Fund (FDL). 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.
| HIMS | FDL | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -2.89 | ||
| Sortino ratioReturn per unit of downside risk | -4.19 | ||
| Omega ratioGain probability vs. loss probability | 0.91 | 1.39 | -0.48 |
| Calmar ratioReturn relative to maximum drawdown | -0.75 | 6.29 | -7.04 |
| Martin ratioReturn relative to average drawdown | -1.19 | 14.86 | -16.05 |
Loading charts...
Drawdowns
HIMS vs. FDL - Drawdown Comparison
The maximum HIMS drawdown since its inception was -87.29%, which is greater than FDL's maximum drawdown of -65.93%. Use the drawdown chart below to compare losses from any high point for HIMS and FDL.
Loading charts...
Drawdown Indicators
| HIMS | FDL | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -87.29% | -65.93% | -21.36% |
Max Drawdown (1Y)Largest decline over 1 year | -77.08% | -4.27% | -72.81% |
Max Drawdown (3Y)Largest decline over 3 years | -78.88% | -12.24% | -66.64% |
Max Drawdown (5Y)Largest decline over 5 years | -78.88% | -16.46% | -62.42% |
Max Drawdown (10Y)Largest decline over 10 years | — | -41.40% | — |
Current DrawdownCurrent decline from peak | -59.60% | -1.96% | -57.64% |
Average DrawdownAverage peak-to-trough decline | -43.40% | -9.59% | -33.81% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 50.87% | 1.81% | +49.06% |
Volatility
HIMS vs. FDL - Volatility Comparison
Hims & Hers Health, Inc. (HIMS) has a higher volatility of 29.05% compared to First Trust Morningstar Dividend Leaders Index Fund (FDL) at 4.96%. This indicates that HIMS's price experiences larger fluctuations and is considered to be riskier than FDL based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| HIMS | FDL | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 29.05% | 4.96% | +24.09% |
Volatility (6M)Calculated over the trailing 6-month period | 74.17% | 8.97% | +65.20% |
Volatility (1Y)Calculated over the trailing 1-year period | 91.82% | 11.95% | +79.87% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 84.07% | 14.44% | +69.63% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 77.60% | 17.16% | +60.44% |
Dividends
HIMS vs. FDL - Dividend Comparison
HIMS has not paid dividends to shareholders, while FDL's dividend yield for the trailing twelve months is around 3.59%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FDL First Trust Morningstar Dividend Leaders Index Fund | 3.59% | 4.04% | 4.96% | 4.58% | 3.58% | 4.59% | 4.48% | 3.75% | 3.97% | 3.18% | 2.93% | 3.65% |
HIMS Hims & Hers Health, 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
HIMS and FDL have a correlation of -0.15, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
HIMS has higher volatility (29.05%) compared to FDL (4.96%). In terms of maximum drawdown, HIMS dropped -87.29% vs FDL's -65.93%.
FDL currently has the higher Sharpe Ratio (2.26 vs -0.63), 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.
Find the right allocation for HIMS and FDL
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer