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