SDHC vs. FXAIX
SDHC (Smith Douglas Homes Corp) is a stock, while FXAIX (Fidelity 500 Index Fund) is S&P 500 fund tracking the S&P 500 Index. Over the past year, SDHC returned -25.82% vs 22.13% for FXAIX. At a 0.30 correlation, their price movements are largely independent.
Performance
SDHC vs. FXAIX - Performance Comparison
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Returns By Period
In the year-to-date period, SDHC achieves a -7.81% return, which is significantly lower than FXAIX's 11.06% return.
SDHC
- 1D
- 0.19%
- 1M
- 14.35%
- 6M
- -20.64%
- YTD
- -7.81%
- 1Y
- -25.82%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
FXAIX
- 1D
- 0.16%
- 1M
- 1.75%
- 6M
- 8.91%
- YTD
- 11.06%
- 1Y
- 22.13%
- 3Y*
- 21.00%
- 5Y*
- 13.18%
- 10Y*
- 15.28%
SDHC vs. FXAIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | |
|---|---|---|---|
SDHC Smith Douglas Homes Corp | -7.81% | -34.59% | 9.11% |
FXAIX Fidelity 500 Index Fund | 11.06% | 17.84% | 24.62% |
Correlation
The correlation between SDHC and FXAIX is 0.30, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.30 |
Correlation (All Time) Calculated using the full available price history since Jan 11, 2024 | 0.30 |
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Return for Risk
SDHC vs. FXAIX — Risk / Return Rank
SDHC
FXAIX
SDHC vs. FXAIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Smith Douglas Homes Corp (SDHC) and Fidelity 500 Index Fund (FXAIX). 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.
| SDHC | FXAIX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -2.18 | ||
| Sortino ratioReturn per unit of downside risk | -2.71 | ||
| Omega ratioGain probability vs. loss probability | 0.97 | 1.32 | -0.35 |
| Calmar ratioReturn relative to maximum drawdown | -0.50 | 2.45 | -2.95 |
| Martin ratioReturn relative to average drawdown | -0.89 | 10.77 | -11.67 |
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Drawdowns
SDHC vs. FXAIX - Drawdown Comparison
The maximum SDHC drawdown since its inception was -71.98%, which is greater than FXAIX's maximum drawdown of -33.79%. Use the drawdown chart below to compare losses from any high point for SDHC and FXAIX.
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Drawdown Indicators
| SDHC | FXAIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -71.98% | -33.79% | -38.19% |
Max Drawdown (1Y)Largest decline over 1 year | -52.01% | -8.89% | -43.12% |
Max Drawdown (3Y)Largest decline over 3 years | — | -18.76% | — |
Max Drawdown (5Y)Largest decline over 5 years | — | -24.50% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -33.79% | — |
Current DrawdownCurrent decline from peak | -60.04% | -0.58% | -59.46% |
Average DrawdownAverage peak-to-trough decline | -36.66% | -3.78% | -32.88% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 28.92% | 2.02% | +26.90% |
Volatility
SDHC vs. FXAIX - Volatility Comparison
Smith Douglas Homes Corp (SDHC) has a higher volatility of 13.59% compared to Fidelity 500 Index Fund (FXAIX) at 4.25%. This indicates that SDHC's price experiences larger fluctuations and is considered to be riskier than FXAIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SDHC | FXAIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 13.59% | 4.25% | +9.34% |
Volatility (6M)Calculated over the trailing 6-month period | 43.02% | 9.95% | +33.07% |
Volatility (1Y)Calculated over the trailing 1-year period | 59.60% | 12.52% | +47.08% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 54.35% | 17.01% | +37.34% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 54.35% | 18.05% | +36.30% |
Dividends
SDHC vs. FXAIX - Dividend Comparison
SDHC has not paid dividends to shareholders, while FXAIX's dividend yield for the trailing twelve months is around 0.78%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FXAIX Fidelity 500 Index Fund | 0.78% | 1.11% | 1.25% | 1.45% | 1.69% | 1.22% | 1.60% | 2.06% | 2.72% | 1.97% | 2.52% | 2.83% |
SDHC Smith Douglas Homes Corp | 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
SDHC and FXAIX have a correlation of 0.30, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
SDHC has higher volatility (13.59%) compared to FXAIX (4.25%). In terms of maximum drawdown, SDHC dropped -71.98% vs FXAIX's -33.79%.
FXAIX currently has the higher Sharpe Ratio (1.74 vs -0.44), 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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