FDIQ vs SURE
Comparison between Invesco KBW Regional Banking ETF (FDIQ, ETF) and ADVISORSHARES INSIDER ADVANTAGE ETF (SURE, ETF).
5-Year PerformanceSURE has outperformed FDIQ, delivering a return of +8.8% compared to +3.9%
FDIQ vs SURE - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
FDIQ
$52M
Winner
SURE
$52M
Expense Ratio
Winner
FDIQ
0.35%
SURE
0.90%
Max Drawdown
FDIQ
55.37%
Winner
SURE
35.68%
Sharpe Ratio
FDIQ
0.95
Winner
SURE
1.48
5Y Beta
FDIQ
0.98
Winner
SURE
0.84
P/E Ratio
FDIQ
26.15
Winner
SURE
18.98
Forward P/E
FDIQ
20.81
Winner
SURE
15.81
PEG Ratio
FDIQ
0.73
SURE
N/A
5Y Dividends CAGR
FDIQ
4.48%
Winner
SURE
20.56%
5Y EPS CAGR
FDIQ
13.31%
Winner
SURE
17.72%
Debt to Equity
FDIQ
33.16%
Winner
SURE
19.26%
P/S Ratio
FDIQ
4.91
Winner
SURE
1.92
P/B Ratio
FDIQ
5.07
Winner
SURE
3.81
FDIQ vs SURE - Holdings Comparison
FDIQ and SURE have 5 common holdings. Overlap is 3.19%
FDIQ's top 25 holdings weight is 93.53%. SURE's top 25 holdings weight is 32.19%.
| Rank | FDIQ | SURE |
|---|---|---|
| #1 | CBOE GLOBAL MARKETS INC (CBOE) - 5.45% | QUALCOMM INC (QCOM) - 1.67% |
| #2 | FAIR ISAAC CORP (FICO) - 5.15% | DAVITA INC (DVA) - 1.56% |
| #3 | MSCI INC (MSCI) - 4.82% | MARVELL TECHNOLOGY INC (MRVL) - 1.54% |
| #4 | COINBASE GLOBAL INC ORDINARY SHARES CLASS A (COIN) - 4.68% | IRIDIUM COMMUNICATIONS INC (IRDM) - 1.53% |
| #5 | NASDAQ INC (NDAQ) - 4.68% | ON SEMICONDUCTOR CORP (ON) - 1.52% |
| #6 | LONDON STOCK EXCHANGE GROUP PLC (n/a) - 4.66% | n/a (ASTS) - 1.51% |
| #7 | HONG KONG EXCHANGES AND CLEARING LTD (n/a) - 4.56% | FORTINET INC (FTNT) - 1.50% |
| #8 | MOODYS CORP (MCO) - 4.56% | LAM RESEARCH CORP (LRCX) - 1.37% |
| #9 | EXPERIAN PLC (n/a) - 4.51% | APPLIED MATERIALS INC (AMAT) - 1.33% |
| #10 | DEUTSCHE BOERSE AG (n/a) - 4.45% | SEZZLE INC (SEZL) - 1.33% |
| #11 | S&P GLOBAL INC (SPGI) - 4.27% | KFORCE INC (KFRC) - 1.26% |
| #12 | VERISK ANALYTICS INC (VRSK) - 4.13% | CATERPILLAR INC (CAT) - 1.26% |
| #13 | CME GROUP INC CLASS A (CME) - 4.13% | CROCS INC (CROX) - 1.22% |
| #14 | INTERCONTINENTAL EXCHANGE INC (ICE) - 4.12% | CTS CORP (CTS) - 1.21% |
| #15 | LPL FINANCIAL HOLDINGS INC (LPLA) - 3.99% | MURPHY USA INC (MUSA) - 1.19% |
| #16 | EQUIFAX INC (EFX) - 3.53% | ELEVANCE HEALTH INC (ELV) - 1.16% |
| #17 | SINGAPORE EXCHANGE LTD (n/a) - 3.27% | EVERQUOTE INC CLASS A (EVER) - 1.16% |
| #18 | BROADRIDGE FINANCIAL SOLUTIONS INC (BR) - 3.06% | MONARCH CASINO & RESORT INC (MCRI) - 1.14% |
| #19 | SS&C TECHNOLOGIES HOLDINGS INC (SSNC) - 2.52% | ALBANY INTERNATIONAL CORP (AIN) - 1.12% |
| #20 | TRANSUNION (TRU) - 2.44% | OKLO INC CLASS A SHARES (OKLO) - 1.12% |
| #21 | EURONEXT NV (n/a) - 2.33% | FLEX LNG LTD (FLNG) - 1.11% |
| #22 | JAPAN EXCHANGE GROUP INC (n/a) - 2.31% | ALPHABET INC CLASS C (GOOG) - 1.11% |
| #23 | TRADEWEB MARKETS INC (TW) - 2.12% | NVIDIA CORP (NVDA) - 1.10% |
| #24 | THOMSON REUTERS CORP (TRI) - 1.92% | MARATHON PETROLEUM CORP (MPC) - 1.09% |
| #25 | TMX GROUP LTD (n/a) - 1.87% | KLA CORP (KLAC) - 1.08% |
| Total Holdings | 43 | 102 |
FDIQ vs SURE - Historical Returns
Returns include dividend reinvestment.
1M
FDIQ
-4.82%
Winner
SURE
+2.27%
3M
FDIQ
-7.80%
Winner
SURE
+6.36%
6M
FDIQ
+10.69%
Winner
SURE
+11.78%
1Y
Winner
FDIQ
+25.08%
SURE
+24.97%
5Y(CAGR)
FDIQ
+3.92%
Winner
SURE
+8.79%
10Y(CAGR)
FDIQ
+7.52%
Winner
SURE
+10.77%
Max(CAGR)
FDIQ
+10.41%
Winner
SURE
+13.06%
FDIQ vs SURE - Annual Returns (2011 - 2026)
Returns include dividend reinvestment.
| Year | FDIQ | SURE |
|---|---|---|
| 2026 | +9.69% | +10.21% |
| 2025 | +7.66% | +11.05% |
| 2024 | +12.61% | +12.64% |
| 2023 | +0.18% | +25.16% |
| 2022 | -8.72% | -12.09% |
| 2021 | +36.46% | +25.01% |
| 2020 | -8.91% | +8.13% |
| 2019 | +22.17% | +27.58% |
| 2018 | -18.23% | -17.27% |
| 2017 | +1.71% | +12.02% |
| 2016 | +42.49% | +20.73% |
| 2015 | +6.68% | -1.33% |
| 2014 | +4.14% | +16.05% |
| 2013 | +41.75% | +39.47% |
| 2012 | +9.45% | +12.56% |
| 2011 | +10.92% | +12.49% |
FDIQ vs SURE Drawdown Comparison
The maximum drawdown for FDIQ was -52.79%, occurring on Mar 23, 2020. Recovery took 679 trading sessions.
The maximum drawdown for SURE was -35.68%, occurring on Mar 23, 2020. Recovery took 192 trading sessions.
The current FDIQ drawdown is -8.03%. The current SURE drawdown is -1.96%.
| Rank | FDIQ | SURE |
|---|---|---|
| #1 | -52.79% Jun 8, 2018 - Feb 19, 2021 | -35.68% Feb 12, 2020 - Nov 13, 2020 |
| #2 | -43.01% Jan 14, 2022 - Nov 6, 2024 | -25.07% Jan 26, 2018 - Dec 18, 2019 |
| #3 | -28.11% Nov 25, 2024 - Jan 21, 2026 | -23.75% Jan 14, 2022 - Jul 31, 2023 |
| #4 | -23.91% Nov 6, 2015 - Oct 10, 2016 | -21.55% Nov 26, 2024 - Sep 11, 2025 |
| #5 | -17.50% Mar 1, 2017 - Nov 29, 2017 | -15.94% May 21, 2015 - Aug 15, 2016 |
| #6 | -16.30% Mar 12, 2021 - Nov 3, 2021 | -11.43% Sep 18, 2012 - Feb 7, 2013 |
| #7 | -14.59% Mar 20, 2014 - Mar 12, 2015 | -9.83% Apr 2, 2012 - Aug 9, 2012 |
| #8 | -14.56% Mar 19, 2012 - Sep 14, 2012 | -9.81% Aug 1, 2023 - Dec 1, 2023 |
| #9 | -14.53% Jun 26, 2015 - Nov 6, 2015 | -9.39% Oct 28, 2011 - Jan 13, 2012 |
| #10 | -12.45% Sep 14, 2012 - Feb 1, 2013 | -7.98% Jul 16, 2024 - Sep 19, 2024 |
| #11 | -10.76% Jan 22, 2014 - Mar 19, 2014 | -7.32% Nov 5, 2021 - Jan 4, 2022 |
| #12 | -10.34% Mar 6, 2026 - Mar 27, 2026 | -7.28% Sep 5, 2014 - Oct 30, 2014 |
| #13 | -9.71% Nov 11, 2021 - Jan 6, 2022 | -7.10% Mar 2, 2026 - Apr 17, 2026 |
| #14 | -9.50% Nov 7, 2011 - Dec 2, 2011 | -6.62% Jun 1, 2021 - Oct 20, 2021 |
| #15 | -8.88% Mar 9, 2018 - May 21, 2018 | -6.34% Mar 28, 2024 - Jul 16, 2024 |
Correlation
Correlation between FDIQ and SURE is 0.92 which considered as a very strong positive correlation - the stocks move almost identically together.
0.92
-101
Dividend Comparison (2011 - 2026)
FDIQ vs SURE dividend yield comparison.
| Year | FDIQ | SURE |
|---|---|---|
| 2026 | 0.67% | 0.00% |
| 2025 | 2.66% | 1.01% |
| 2024 | 2.69% | 0.68% |
| 2023 | 2.89% | 1.11% |
| 2022 | 2.51% | 1.72% |
| 2021 | 2.04% | 1.08% |
| 2020 | 2.92% | 1.28% |
| 2019 | 2.44% | 1.09% |
| 2018 | 2.45% | 1.26% |
| 2017 | 1.59% | 0.65% |
| 2016 | 1.50% | 1.14% |
| 2015 | 1.92% | 0.77% |
| 2014 | 1.79% | 0.61% |
| 2013 | 1.49% | 0.32% |
| 2012 | 2.99% | 0.99% |
| 2011 | 0.51% | 0.05% |
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