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 -28.04% vs 25.51% 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 -21.05% return, which is significantly lower than FXAIX's 9.79% return.
SDHC
- 1D
- -0.53%
- 1M
- 13.26%
- YTD
- -21.05%
- 6M
- -26.69%
- 1Y
- -28.04%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
FXAIX
- 1D
- -0.37%
- 1M
- 0.10%
- YTD
- 9.79%
- 6M
- 8.79%
- 1Y
- 25.51%
- 3Y*
- 21.39%
- 5Y*
- 13.60%
- 10Y*
- 15.80%
SDHC vs. FXAIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | |
|---|---|---|---|
SDHC Smith Douglas Homes Corp | -21.05% | -34.59% | 9.11% |
FXAIX Fidelity 500 Index Fund | 9.79% | 17.84% | 24.62% |
Correlation
The correlation between SDHC and FXAIX is 0.32, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.32 |
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 | -2.62 | ||
| Sortino ratioReturn per unit of downside risk | -3.29 | ||
| Omega ratioGain probability vs. loss probability | 0.96 | 1.39 | -0.43 |
| Calmar ratioReturn relative to maximum drawdown | -0.54 | 3.02 | -3.56 |
| Martin ratioReturn relative to average drawdown | -1.00 | 13.62 | -14.63 |
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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 | -65.78% | -1.72% | -64.06% |
Average DrawdownAverage peak-to-trough decline | -36.15% | -3.79% | -32.36% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 27.96% | 1.97% | +25.99% |
Volatility
SDHC vs. FXAIX - Volatility Comparison
Smith Douglas Homes Corp (SDHC) has a higher volatility of 15.67% compared to Fidelity 500 Index Fund (FXAIX) at 4.68%. 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 | 15.67% | 4.68% | +10.99% |
Volatility (6M)Calculated over the trailing 6-month period | 43.85% | 9.84% | +34.01% |
Volatility (1Y)Calculated over the trailing 1-year period | 59.46% | 12.50% | +46.96% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 54.50% | 17.00% | +37.50% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 54.50% | 18.12% | +36.38% |
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 1.04%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FXAIX Fidelity 500 Index Fund | 1.04% | 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 0.32, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
SDHC has higher volatility (15.67%) compared to FXAIX (4.68%). In terms of maximum drawdown, SDHC dropped -71.98% vs FXAIX's -33.79%.
FXAIX currently has the higher Sharpe Ratio (2.15 vs -0.47), 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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