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FDUS vs SPY

Comparison between Fidus Investment Corp (FDUS, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed FDUS, delivering a return of +13.8% compared to +13.7%

FDUS vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap / Net Assets
FDUS
$711M
Winner
SPY
$784B
Expense Ratio
FDUS
N/A
SPY
0.09%
Max Drawdown
FDUS
78.82%
Winner
SPY
56.47%
Sharpe Ratio
FDUS
0.06
Winner
SPY
1.56
5Y Beta
Winner
FDUS
0.62
SPY
1.00
Industry
FDUS
Asset Management
SPY
N/A
P/E Ratio
Winner
FDUS
8.34
SPY
28.29
Forward P/E
Winner
FDUS
9.61
SPY
21.75
PEG Ratio
FDUS
3.52
SPY
N/A
Dividend Yield
FDUS
9.19%
SPY
N/A
5Y Dividends CAGR
Winner
FDUS
15.13%
SPY
5.43%
5Y EPS CAGR
FDUS
N/A
SPY
25.98%
Debt to Equity
FDUS
91.94%
Winner
SPY
30.79%
Free Cash Flow Yield
FDUS
-18.19%
SPY
N/A
P/S Ratio
FDUS
4.24
Winner
SPY
3.79
P/B Ratio
Winner
FDUS
0.95
SPY
5.67

FDUS vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
FDUS
-0.96%
Winner
SPY
+2.12%
3M
FDUS
+7.78%
Winner
SPY
+13.14%
6M
FDUS
-0.85%
Winner
SPY
+11.52%
1Y
FDUS
+3.19%
Winner
SPY
+26.68%
5Y(CAGR)
FDUS
+13.71%
Winner
SPY
+13.75%
10Y(CAGR)
FDUS
+14.08%
Winner
SPY
+15.65%
Max(CAGR)
Winner
FDUS
+12.83%
SPY
+8.56%

FDUS vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearFDUSSPY
2026-1.83%+10.80%
2025+0.79%+18.00%
2024+20.97%+25.59%
2023+18.93%+26.72%
2022+16.13%-18.64%
2021+54.52%+30.52%
2020+0.81%+17.28%
2019+38.22%+31.09%
2018-15.78%-5.24%
2017+3.59%+20.78%
2016+24.51%+13.59%
2015+2.90%+1.31%
2014-22.99%+14.56%
2013+44.85%+29.00%
2012+41.01%+14.17%
2011-9.19%+0.85%
2010N/A+13.14%
2009N/A+22.67%
2008N/A-36.25%
2007N/A+5.32%
2006N/A+13.85%
2005N/A+5.32%
2004N/A+10.75%
2003N/A+24.18%
2002N/A-22.42%
2001N/A-10.13%
2000N/A-8.84%
1999N/A+8.61%

FDUS vs SPY Drawdown Comparison

The maximum drawdown for FDUS was -68.51%, occurring on Mar 18, 2020. Recovery took 248 trading sessions.

The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.

The current FDUS drawdown is -8.72%. The current SPY drawdown is -0.62%.

RankFDUSSPY
#1-68.51%
Dec 4, 2019 - Nov 27, 2020		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-34.63%
Dec 27, 2013 - Nov 25, 2016		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-23.93%
Feb 14, 2025 - Apr 8, 2025		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-23.45%
Apr 19, 2017 - Feb 20, 2019		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-22.67%
Jun 21, 2011 - Feb 13, 2012		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-18.89%
Apr 25, 2022 - Aug 15, 2022		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-16.33%
Aug 16, 2022 - Nov 7, 2022		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-14.36%
Oct 1, 2012 - Nov 30, 2012		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-12.47%
Jul 31, 2023 - Dec 19, 2023		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-11.27%
Nov 26, 2013 - Dec 24, 2013		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-11.27%
Jul 12, 2019 - Nov 29, 2019		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-10.42%
Feb 17, 2023 - Jun 27, 2023		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-10.15%
Dec 1, 2020 - Feb 16, 2021		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-9.77%
Mar 28, 2013 - Jun 3, 2013		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-7.77%
May 7, 2021 - Jun 7, 2021		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between FDUS and SPY is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.

0.96
-101

Dividend Comparison (1999 - 2026)

FDUS vs SPY dividend yield comparison.

YearFDUSSPY
20262.79%0.24%
202511.14%1.07%
202411.51%1.21%
202314.63%1.40%
202210.51%1.65%
20218.90%1.20%
202010.15%1.52%
201910.78%1.75%
201813.69%2.04%
201710.54%1.80%
201610.17%2.03%
201511.69%2.06%
201411.58%1.87%
20138.92%1.81%
20128.88%2.18%
20114.93%2.05%
20100.00%1.80%
20090.00%1.95%
20080.00%3.02%
20070.00%1.85%
20060.00%1.73%
20050.00%1.73%
20040.00%1.82%
20030.00%1.47%
20020.00%1.70%
20010.00%1.25%
20000.00%1.15%
19990.00%0.24%

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