VST vs. FDL
VST (Vistra Corp.) 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, VST returned 55.99%/yr vs 13.30%/yr for FDL. At a 0.30 correlation, their price movements are largely independent.
Performance
VST vs. FDL - Performance Comparison
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Returns By Period
In the year-to-date period, VST achieves a -1.53% return, which is significantly lower than FDL's 14.12% return.
VST
- 1D
- 0.20%
- 1M
- 7.18%
- 6M
- -7.32%
- YTD
- -1.53%
- 1Y
- -18.25%
- 3Y*
- 83.69%
- 5Y*
- 55.99%
- 10Y*
- —
FDL
- 1D
- -0.96%
- 1M
- -1.84%
- 6M
- 11.21%
- YTD
- 14.12%
- 1Y
- 20.00%
- 3Y*
- 18.33%
- 5Y*
- 13.30%
- 10Y*
- 10.66%
VST vs. FDL - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
VST Vistra Corp. | -1.53% | 17.66% | 261.52% | 70.73% | 5.08% | 19.57% | -11.87% | 2.46% | 24.95% | 18.19% |
FDL First Trust Morningstar Dividend Leaders Index Fund | 14.12% | 14.79% | 17.98% | 2.94% | 6.66% | 26.10% | -4.30% | 24.41% | -5.99% | 12.02% |
Correlation
The correlation between VST and FDL is -0.12, meaning they tend to move in opposite directions. This is especially valuable for risk management - when one declines, the other has historically tended to hold steady or rise.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | -0.12 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.08 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.23 |
Correlation (All Time) Calculated using the full available price history since Oct 4, 2016 | 0.30 |
The correlation between VST and FDL shifts across timeframes, from -0.12 (1 year) to 0.30 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
VST vs. FDL — Risk / Return Rank
VST
FDL
VST vs. FDL - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Vistra Corp. (VST) 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.
| VST | FDL | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -2.10 | ||
| Sortino ratioReturn per unit of downside risk | -2.85 | ||
| Omega ratioGain probability vs. loss probability | 0.97 | 1.30 | -0.32 |
| Calmar ratioReturn relative to maximum drawdown | -0.48 | 4.70 | -5.18 |
| Martin ratioReturn relative to average drawdown | -0.83 | 10.73 | -11.56 |
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Drawdowns
VST vs. FDL - Drawdown Comparison
The maximum VST drawdown since its inception was -53.32%, smaller than the maximum FDL drawdown of -65.93%. Use the drawdown chart below to compare losses from any high point for VST and FDL.
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Drawdown Indicators
| VST | FDL | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -53.32% | -65.93% | +12.61% |
Max Drawdown (1Y)Largest decline over 1 year | -38.01% | -4.27% | -33.74% |
Max Drawdown (3Y)Largest decline over 3 years | -48.80% | -12.24% | -36.56% |
Max Drawdown (5Y)Largest decline over 5 years | -48.80% | -16.46% | -32.34% |
Max Drawdown (10Y)Largest decline over 10 years | — | -41.40% | — |
Current DrawdownCurrent decline from peak | -27.00% | -1.84% | -25.16% |
Average DrawdownAverage peak-to-trough decline | -13.83% | -9.62% | -4.21% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 22.05% | 1.88% | +20.17% |
Volatility
VST vs. FDL - Volatility Comparison
Vistra Corp. (VST) has a higher volatility of 10.40% compared to First Trust Morningstar Dividend Leaders Index Fund (FDL) at 4.75%. This indicates that VST'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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Volatility by Period
| VST | FDL | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 10.40% | 4.75% | +5.65% |
Volatility (6M)Calculated over the trailing 6-month period | 34.60% | 8.43% | +26.17% |
Volatility (1Y)Calculated over the trailing 1-year period | 48.92% | 11.67% | +37.25% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 47.97% | 14.37% | +33.60% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 42.18% | 17.12% | +25.06% |
Dividends
VST vs. FDL - Dividend Comparison
VST's dividend yield for the trailing twelve months is around 0.57%, less than FDL's 3.72% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FDL First Trust Morningstar Dividend Leaders Index Fund | 3.72% | 4.04% | 4.96% | 4.58% | 3.58% | 4.59% | 4.48% | 3.75% | 3.97% | 3.18% | 2.93% | 3.65% |
VST Vistra Corp. | 0.57% | 0.56% | 0.63% | 2.13% | 3.12% | 2.64% | 2.75% | 2.17% | 0.00% | 0.00% | 14.97% | 0.00% |
Frequently Asked Questions
VST and FDL have a correlation of -0.12, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
VST has higher volatility (10.40%) compared to FDL (4.75%). In terms of maximum drawdown, VST dropped -53.32% vs FDL's -65.93%.
FDL currently has the higher Sharpe Ratio (1.72 vs -0.37), 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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