FCDAX vs. VBK

The year-to-date returns for both stocks are quite close, with FCDAX having a -4.48% return and VBK slightly lower at -4.58%. Over the past 10 years, FCDAX has underperformed VBK with an annualized return of 3.72%, while VBK has yielded a comparatively higher 7.90% annualized return.

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FCDAX has a 1.19% expense ratio, which is higher than VBK's 0.07% expense ratio.

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.

The current FCDAX Sharpe Ratio is -0.07, which is lower than the VBK Sharpe Ratio of 0.27. The chart below compares the historical Sharpe Ratios of FCDAX and VBK, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

FCDAX's dividend yield for the trailing twelve months is around 0.62%, more than VBK's 0.56% yield.

The maximum FCDAX drawdown since its inception was -64.98%, 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.

The current volatility for Fidelity Advisor Stock Selector Small Cap Fund Class A (FCDAX) is 6.46%, while Vanguard Small-Cap Growth ETF (VBK) has a volatility of 6.96%. This indicates that FCDAX experiences smaller price fluctuations and is considered to be less risky than VBK based on this measure. The chart below showcases a comparison of their rolling one-month volatility.