BCSVX vs. FTEC
Compare and contrast key facts about Brown Capital Management International Small Company Fund (BCSVX) and Fidelity MSCI Information Technology Index ETF (FTEC).
BCSVX is managed by Brown Capital Management. It was launched on Sep 29, 2015. FTEC is a passively managed fund by Fidelity that tracks the performance of the MSCI USA IMI Information Technology Index. It was launched on Oct 21, 2013.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BCSVX or FTEC.
Key characteristics
| BCSVX | FTEC | |
|---|---|---|
| YTD Return | 2.00% | 10.37% |
| 1Y Return | 12.10% | 34.27% |
| 3Y Return (Ann) | -2.08% | 15.20% |
| 5Y Return (Ann) | 7.49% | 22.41% |
| Sharpe Ratio | 0.83 | 2.01 |
| Daily Std Dev | 14.63% | 18.38% |
| Max Drawdown | -43.93% | -34.95% |
| Current Drawdown | -19.60% | -0.72% |
Correlation
The correlation between BCSVX and FTEC is 0.52, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
BCSVX vs. FTEC - Performance Comparison
In the year-to-date period, BCSVX achieves a 2.00% return, which is significantly lower than FTEC's 10.37% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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BCSVX vs. FTEC - Expense Ratio Comparison
BCSVX has a 1.31% expense ratio, which is higher than FTEC's 0.08% expense ratio.
Risk-Adjusted Performance
BCSVX vs. FTEC - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Brown Capital Management International Small Company Fund (BCSVX) and Fidelity MSCI Information Technology Index ETF (FTEC). 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.
Dividends
BCSVX vs. FTEC - Dividend Comparison
BCSVX has not paid dividends to shareholders, while FTEC's dividend yield for the trailing twelve months is around 0.70%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BCSVX Brown Capital Management International Small Company Fund | 0.00% | 0.00% | 0.00% | 5.07% | 0.74% | 0.30% | 0.31% | 0.30% | 2.07% | 0.00% | 0.00% | 0.00% |
FTEC Fidelity MSCI Information Technology Index ETF | 0.70% | 0.77% | 0.93% | 0.63% | 0.83% | 1.03% | 1.20% | 0.96% | 1.25% | 1.27% | 1.09% | 0.18% |
Drawdowns
BCSVX vs. FTEC - Drawdown Comparison
The maximum BCSVX drawdown since its inception was -43.93%, which is greater than FTEC's maximum drawdown of -34.95%. Use the drawdown chart below to compare losses from any high point for BCSVX and FTEC. For additional features, visit the drawdowns tool.
Volatility
BCSVX vs. FTEC - Volatility Comparison
The current volatility for Brown Capital Management International Small Company Fund (BCSVX) is 4.21%, while Fidelity MSCI Information Technology Index ETF (FTEC) has a volatility of 6.24%. This indicates that BCSVX experiences smaller price fluctuations and is considered to be less risky than FTEC based on this measure. The chart below showcases a comparison of their rolling one-month volatility.