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BISCX vs. FXAIX

Last updated May 27, 2023

Compare and contrast key facts about UBS U.S. Small Cap Growth Fund (BISCX) and Fidelity 500 Index Fund (FXAIX).

BISCX is managed by UBS Asset Management. It was launched on Sep 30, 1997. FXAIX is managed by Fidelity.

Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BISCX or FXAIX.

Key characteristics


BISCXFXAIX
YTD Return1.50%10.29%
1Y Return-1.49%5.42%
5Y Return (Ann)5.30%11.02%
10Y Return (Ann)9.41%11.92%
Sharpe Ratio0.040.36
Daily Std Dev29.60%21.15%
Max Drawdown-94.21%-33.79%

Correlation

0.82
-1.001.00

The correlation between BISCX and FXAIX is 0.82, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.

BISCX vs. FXAIX - Performance Comparison

In the year-to-date period, BISCX achieves a 1.50% return, which is significantly lower than FXAIX's 10.29% return. Over the past 10 years, BISCX has underperformed FXAIX with an annualized return of 9.41%, while FXAIX has yielded a comparatively higher 11.92% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.


180.00%200.00%220.00%240.00%260.00%280.00%300.00%December2023FebruaryMarchAprilMay
201.56%
294.73%
BISCX
FXAIX

Compare stocks, funds, or ETFs


UBS U.S. Small Cap Growth Fund

Fidelity 500 Index Fund

BISCX vs. FXAIX - Dividend Comparison

BISCX's dividend yield for the trailing twelve months is around 5.01%, more than FXAIX's 1.91% yield.


TTM20222021202020192018201720162015201420132012
BISCX
UBS U.S. Small Cap Growth Fund
5.01%5.08%23.45%13.93%9.96%11.66%43.75%6.70%19.32%45.37%5.94%0.00%
FXAIX
Fidelity 500 Index Fund
1.91%1.70%1.25%1.26%2.17%2.93%2.18%2.84%3.27%3.13%2.25%2.72%

BISCX vs. FXAIX - Expense Ratio Comparison

BISCX has a 0.99% expense ratio, which is higher than FXAIX's 0.02% expense ratio.

0.99%
0.00%2.15%
0.02%
0.00%2.15%

BISCX vs. FXAIX - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for UBS U.S. Small Cap Growth Fund (BISCX) and Fidelity 500 Index Fund (FXAIX). 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.


Sharpe ratioSortino ratioOmega ratioCalmar ratioUlcer Index
BISCX
UBS U.S. Small Cap Growth Fund
0.04
FXAIX
Fidelity 500 Index Fund
0.36

BISCX vs. FXAIX - Sharpe Ratio Comparison

The current BISCX Sharpe Ratio is 0.04, which is lower than the FXAIX Sharpe Ratio of 0.36. The chart below compares the 12-month rolling Sharpe Ratio of BISCX and FXAIX.


-0.80-0.60-0.40-0.200.000.200.40December2023FebruaryMarchAprilMay
0.04
0.36
BISCX
FXAIX

BISCX vs. FXAIX - Drawdown Comparison

The maximum BISCX drawdown for the period was -36.27%, lower than the maximum FXAIX drawdown of -19.86%. The drawdown chart below compares losses from any high point along the way for BISCX and FXAIX


-35.00%-30.00%-25.00%-20.00%-15.00%-10.00%December2023FebruaryMarchAprilMay
-33.56%
-10.29%
BISCX
FXAIX

BISCX vs. FXAIX - Volatility Comparison

UBS U.S. Small Cap Growth Fund (BISCX) has a higher volatility of 5.17% compared to Fidelity 500 Index Fund (FXAIX) at 3.83%. This indicates that BISCX's price experiences larger fluctuations and is considered to be riskier than FXAIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


2.00%4.00%6.00%8.00%10.00%12.00%December2023FebruaryMarchAprilMay
5.17%
3.83%
BISCX
FXAIX