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 CRSP US Small Cap Growth Index. It was launched on Jan 26, 2004.
Performance
FCDAX vs. VBK - Performance Comparison
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FCDAX vs. VBK - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FCDAX Fidelity Advisor Stock Selector Small Cap Fund Class A | 0.32% | 14.04% | 14.16% | 19.09% | -18.47% | 24.38% | 21.39% | 30.05% | -9.16% | 11.34% |
VBK Vanguard Small-Cap Growth ETF | 0.16% | 8.50% | 16.50% | 21.45% | -28.44% | 5.66% | 35.44% | 32.75% | -5.70% | 21.87% |
Returns By Period
In the year-to-date period, FCDAX achieves a 0.32% return, which is significantly higher than VBK's 0.16% return. Over the past 10 years, FCDAX has outperformed VBK with an annualized return of 11.32%, while VBK has yielded a comparatively lower 10.46% annualized return.
FCDAX
- 1D
- -1.78%
- 1M
- -8.46%
- YTD
- 0.32%
- 6M
- 5.56%
- 1Y
- 25.99%
- 3Y*
- 14.16%
- 5Y*
- 7.00%
- 10Y*
- 11.32%
VBK
- 1D
- 4.37%
- 1M
- -5.52%
- YTD
- 0.16%
- 6M
- 1.80%
- 1Y
- 20.70%
- 3Y*
- 12.47%
- 5Y*
- 2.16%
- 10Y*
- 10.46%
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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.
Return for Risk
FCDAX vs. VBK — Risk / Return Rank
FCDAX
VBK
FCDAX vs. VBK - Risk-Adjusted Trends 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.
| FCDAX | VBK | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.16 | 0.85 | +0.31 |
Sortino ratioReturn per unit of downside risk | 1.73 | 1.34 | +0.39 |
Omega ratioGain probability vs. loss probability | 1.23 | 1.18 | +0.05 |
Calmar ratioReturn relative to maximum drawdown | 1.69 | 1.38 | +0.31 |
Martin ratioReturn relative to average drawdown | 7.20 | 5.52 | +1.68 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| FCDAX | VBK | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.16 | 0.85 | +0.31 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.33 | 0.09 | +0.23 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.52 | 0.46 | +0.06 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.31 | 0.40 | -0.09 |
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.
Dividends
FCDAX vs. VBK - Dividend Comparison
FCDAX's dividend yield for the trailing twelve months is around 0.44%, less than VBK's 0.52% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FCDAX Fidelity Advisor Stock Selector Small Cap Fund Class A | 0.44% | 0.44% | 2.61% | 0.02% | 0.08% | 10.93% | 1.44% | 1.96% | 22.71% | 10.34% | 1.43% | 6.93% |
VBK Vanguard Small-Cap Growth ETF | 0.52% | 0.54% | 0.54% | 0.68% | 0.55% | 0.36% | 0.44% | 0.57% | 0.79% | 0.82% | 1.08% | 0.98% |
Drawdowns
FCDAX vs. VBK - Drawdown Comparison
The maximum FCDAX drawdown since its inception was -65.62%, which is greater than VBK's maximum drawdown of -58.68%. Use the drawdown chart below to compare losses from any high point for FCDAX and VBK.
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Drawdown Indicators
| FCDAX | VBK | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -65.62% | -58.68% | -6.94% |
Max Drawdown (1Y)Largest decline over 1 year | -13.83% | -14.56% | +0.73% |
Max Drawdown (5Y)Largest decline over 5 years | -30.67% | -38.39% | +7.72% |
Max Drawdown (10Y)Largest decline over 10 years | -38.46% | -38.70% | +0.24% |
Current DrawdownCurrent decline from peak | -9.85% | -7.57% | -2.28% |
Average DrawdownAverage peak-to-trough decline | -12.23% | -10.22% | -2.01% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.25% | 3.65% | -0.40% |
Volatility
FCDAX vs. VBK - Volatility Comparison
The current volatility for Fidelity Advisor Stock Selector Small Cap Fund Class A (FCDAX) is 6.87%, while Vanguard Small-Cap Growth ETF (VBK) has a volatility of 8.73%. 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.
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Volatility by Period
| FCDAX | VBK | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.87% | 8.73% | -1.86% |
Volatility (6M)Calculated over the trailing 6-month period | 12.99% | 15.41% | -2.42% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.16% | 24.44% | -2.28% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.54% | 23.49% | -1.95% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.78% | 22.80% | -1.02% |