FCDAX vs. VBK
Compare and contrast key facts about Fidelity Advisor Stock Selector Small Cap Fund Class A (FCDAX) and Vanguard Small-Cap Growth ETF (VBK).
FCDAX is managed by Fidelity. It was launched on May 2, 2007. VBK is a passively managed fund by Vanguard that tracks the performance of the MSCI US Small Cap Growth Index. It was launched on Jan 26, 2004.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FCDAX or VBK.
Key characteristics
| FCDAX | VBK | |
|---|---|---|
| YTD Return | 23.77% | 20.83% |
| 1Y Return | 46.10% | 42.87% |
| 3Y Return (Ann) | 1.21% | -0.65% |
| 5Y Return (Ann) | 10.37% | 9.58% |
| 10Y Return (Ann) | 6.30% | 9.67% |
| Sharpe Ratio | 2.39 | 2.25 |
| Sortino Ratio | 3.32 | 3.08 |
| Omega Ratio | 1.41 | 1.38 |
| Calmar Ratio | 1.54 | 1.33 |
| Martin Ratio | 15.35 | 11.79 |
| Ulcer Index | 3.00% | 3.63% |
| Daily Std Dev | 19.24% | 19.00% |
| Max Drawdown | -65.00% | -58.69% |
| Current Drawdown | -1.48% | -3.11% |
Correlation
The correlation between FCDAX and VBK is 0.95, 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.
Performance
FCDAX vs. VBK - Performance Comparison
In the year-to-date period, FCDAX achieves a 23.77% return, which is significantly higher than VBK's 20.83% return. Over the past 10 years, FCDAX has underperformed VBK with an annualized return of 6.30%, while VBK has yielded a comparatively higher 9.67% annualized 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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FCDAX vs. VBK - Expense Ratio Comparison
FCDAX has a 1.19% expense ratio, which is higher than VBK's 0.07% expense ratio.
Risk-Adjusted Performance
FCDAX vs. VBK - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Stock Selector Small Cap Fund Class A (FCDAX) and Vanguard Small-Cap Growth ETF (VBK). 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
FCDAX vs. VBK - Dividend Comparison
FCDAX's dividend yield for the trailing twelve months is around 0.02%, less than VBK's 0.59% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FCDAX Fidelity Advisor Stock Selector Small Cap Fund Class A | 0.02% | 0.02% | 0.08% | 0.00% | 0.00% | 0.12% | 0.06% | 0.13% | 0.26% | 7.17% | 9.61% | 4.85% |
VBK Vanguard Small-Cap Growth ETF | 0.59% | 0.68% | 0.55% | 0.36% | 0.44% | 0.57% | 0.79% | 0.82% | 1.08% | 0.98% | 1.01% | 0.65% |
Drawdowns
FCDAX vs. VBK - Drawdown Comparison
The maximum FCDAX drawdown since its inception was -65.00%, which is greater than VBK's maximum drawdown of -58.69%. Use the drawdown chart below to compare losses from any high point for FCDAX and VBK. For additional features, visit the drawdowns tool.
Volatility
FCDAX vs. VBK - Volatility Comparison
Fidelity Advisor Stock Selector Small Cap Fund Class A (FCDAX) has a higher volatility of 6.35% compared to Vanguard Small-Cap Growth ETF (VBK) at 5.40%. This indicates that FCDAX's price experiences larger fluctuations and is considered to be riskier than VBK based on this measure. The chart below showcases a comparison of their rolling one-month volatility.