LIEN vs. FDUS
LIEN (Chicago Atlantic BDC, Inc) and FDUS (Fidus Investment Corporation) are both stocks. Both operate in the Asset Management industry within the Financial Services sector. Over the past 3 years, LIEN returned 20.11%/yr vs 11.73%/yr for FDUS. At a 0.05 correlation, their price movements are largely independent.
Performance
LIEN vs. FDUS - Performance Comparison
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Returns By Period
In the year-to-date period, LIEN achieves a -1.41% return, which is significantly higher than FDUS's -1.84% return.
LIEN
- 1D
- -0.30%
- 1M
- 5.25%
- YTD
- -1.41%
- 6M
- -2.27%
- 1Y
- 7.76%
- 3Y*
- 20.11%
- 5Y*
- —
- 10Y*
- —
FDUS
- 1D
- -2.44%
- 1M
- -4.12%
- YTD
- -1.84%
- 6M
- -1.57%
- 1Y
- 1.45%
- 3Y*
- 11.73%
- 5Y*
- 13.03%
- 10Y*
- 13.71%
LIEN vs. FDUS - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
LIEN Chicago Atlantic BDC, Inc | -1.41% | -3.99% | 58.63% | -1.09% | -30.00% |
FDUS Fidus Investment Corporation | -1.84% | 2.08% | 20.55% | 20.02% | 14.48% |
Correlation
The correlation between LIEN and FDUS is 0.17, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.17 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.08 |
Correlation (All Time) Calculated using the full available price history since Feb 7, 2022 | 0.05 |
The correlation between LIEN and FDUS shifts across timeframes, from 0.05 (all time) to 0.17 (1 year), reflecting how their relationship changes across market environments.
Fundamentals
LIEN:
$224.10M
FDUS:
$698.36M
LIEN:
$1.50
FDUS:
$2.40
LIEN:
6.55
FDUS:
7.68
LIEN:
0.06
FDUS:
3.07
LIEN:
4.60
FDUS:
4.78
LIEN:
0.74
FDUS:
0.94
LIEN:
$48.69M
FDUS:
$140.24M
LIEN:
$44.09M
FDUS:
$91.57M
LIEN:
$35.22M
FDUS:
$98.79M
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Return for Risk
LIEN vs. FDUS — Risk / Return Rank
LIEN
FDUS
LIEN vs. FDUS - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Chicago Atlantic BDC, Inc (LIEN) and Fidus Investment Corporation (FDUS). 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.
| LIEN | FDUS | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.21 | ||
| Sortino ratioReturn per unit of downside risk | +0.37 | ||
| Omega ratioGain probability vs. loss probability | 1.08 | 1.03 | +0.05 |
| Calmar ratioReturn relative to maximum drawdown | 0.54 | 0.09 | +0.45 |
| Martin ratioReturn relative to average drawdown | 1.19 | 0.19 | +1.00 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| LIEN | FDUS | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.28 | 0.07 | +0.21 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | 0.66 | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.41 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.02 | 0.39 | -0.36 |
Drawdowns
LIEN vs. FDUS - Drawdown Comparison
The maximum LIEN drawdown since its inception was -46.91%, smaller than the maximum FDUS drawdown of -68.76%. Use the drawdown chart below to compare losses from any high point for LIEN and FDUS.
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Drawdown Indicators
| LIEN | FDUS | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -46.91% | -68.76% | +21.85% |
Max Drawdown (1Y)Largest decline over 1 year | -14.35% | -16.45% | +2.10% |
Max Drawdown (3Y)Largest decline over 3 years | -22.49% | -23.94% | +1.45% |
Max Drawdown (5Y)Largest decline over 5 years | — | -23.94% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -68.76% | — |
Current DrawdownCurrent decline from peak | -10.54% | -9.88% | -0.66% |
Average DrawdownAverage peak-to-trough decline | -20.21% | -8.91% | -11.30% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.53% | 7.52% | -0.99% |
Volatility
LIEN vs. FDUS - Volatility Comparison
The current volatility for Chicago Atlantic BDC, Inc (LIEN) is 9.96%, while Fidus Investment Corporation (FDUS) has a volatility of 10.63%. This indicates that LIEN experiences smaller price fluctuations and is considered to be less risky than FDUS based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| LIEN | FDUS | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 9.96% | 10.63% | -0.67% |
Volatility (6M)Calculated over the trailing 6-month period | 17.47% | 17.08% | +0.39% |
Volatility (1Y)Calculated over the trailing 1-year period | 27.55% | 20.85% | +6.70% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 39.44% | 19.96% | +19.48% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 39.44% | 33.54% | +5.90% |
Dividends
LIEN vs. FDUS - Dividend Comparison
LIEN's dividend yield for the trailing twelve months is around 13.85%, more than FDUS's 11.58% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FDUS Fidus Investment Corporation | 11.58% | 11.14% | 11.51% | 14.63% | 10.51% | 8.90% | 10.15% | 10.78% | 13.69% | 10.54% | 10.17% | 11.69% |
LIEN Chicago Atlantic BDC, Inc | 13.85% | 13.17% | 8.95% | 15.76% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Financials
LIEN vs. FDUS - Financials Comparison
This section allows you to compare key financial metrics between Chicago Atlantic BDC, Inc and Fidus Investment Corporation. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities
LIEN vs. FDUS - Profitability Comparison
LIEN - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Chicago Atlantic BDC, Inc reported a gross profit of 12.58M and revenue of 16.70M. Therefore, the gross margin over that period was 75.3%.
FDUS - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Fidus Investment Corporation reported a gross profit of 0.00 and revenue of 34.29M. Therefore, the gross margin over that period was 0.0%.
LIEN - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Chicago Atlantic BDC, Inc reported an operating income of 9.56M and revenue of 16.70M, resulting in an operating margin of 57.2%.
FDUS - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Fidus Investment Corporation reported an operating income of 0.00 and revenue of 34.29M, resulting in an operating margin of 0.0%.
LIEN - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Chicago Atlantic BDC, Inc reported a net income of 8.54M and revenue of 16.70M, resulting in a net margin of 51.1%.
FDUS - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Fidus Investment Corporation reported a net income of 24.64M and revenue of 34.29M, resulting in a net margin of 71.9%.
Frequently Asked Questions
LIEN and FDUS have a correlation of 0.17, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
FDUS has higher volatility (10.63%) compared to LIEN (9.96%). In terms of maximum drawdown, LIEN dropped -46.91% vs FDUS's -68.76%.
LIEN currently has the higher Sharpe Ratio (0.28 vs 0.07), 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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