Correlation
The correlation between LCG and FDL is 0.63, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
LCG vs. FDL
Compare and contrast key facts about Sterling Capital Focus Equity ETF (LCG) and First Trust Morningstar Dividend Leaders Index Fund (FDL).
LCG and FDL are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. LCG is an actively managed fund by Sterling Capital. It was launched on Aug 26, 2020. FDL is a passively managed fund by First Trust that tracks the performance of the Morningstar Dividend Leaders Index. It was launched on Mar 9, 2006.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: LCG or FDL.
Performance
LCG vs. FDL - Performance Comparison
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Key characteristics
LCG:
0.57
FDL:
1.06
LCG:
0.80
FDL:
1.46
LCG:
1.10
FDL:
1.21
LCG:
0.45
FDL:
1.30
LCG:
1.50
FDL:
4.35
LCG:
7.49%
FDL:
3.67%
LCG:
26.19%
FDL:
15.30%
LCG:
-44.50%
FDL:
-65.93%
LCG:
-7.59%
FDL:
-3.90%
Returns By Period
In the year-to-date period, LCG achieves a 2.52% return, which is significantly lower than FDL's 4.74% return.
LCG
2.52%
7.99%
-3.03%
14.74%
13.14%
N/A
N/A
FDL
4.74%
1.65%
-2.19%
16.05%
7.24%
15.66%
10.25%
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LCG vs. FDL - Expense Ratio Comparison
LCG has a 0.59% expense ratio, which is higher than FDL's 0.45% expense ratio.
Risk-Adjusted Performance
LCG vs. FDL — Risk-Adjusted Performance Rank
LCG
FDL
LCG vs. FDL - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Sterling Capital Focus Equity ETF (LCG) 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.
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Dividends
LCG vs. FDL - Dividend Comparison
LCG has not paid dividends to shareholders, while FDL's dividend yield for the trailing twelve months is around 4.83%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LCG Sterling Capital Focus Equity ETF | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
FDL First Trust Morningstar Dividend Leaders Index Fund | 4.83% | 4.96% | 4.58% | 3.57% | 4.59% | 4.48% | 3.75% | 3.97% | 3.18% | 2.94% | 3.65% | 3.35% |
Drawdowns
LCG vs. FDL - Drawdown Comparison
The maximum LCG drawdown since its inception was -44.50%, smaller than the maximum FDL drawdown of -65.93%. Use the drawdown chart below to compare losses from any high point for LCG and FDL.
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Volatility
LCG vs. FDL - Volatility Comparison
Sterling Capital Focus Equity ETF (LCG) has a higher volatility of 6.60% compared to First Trust Morningstar Dividend Leaders Index Fund (FDL) at 4.13%. This indicates that LCG'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.
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