FCDAX vs. VIOO
Compare and contrast key facts about Fidelity Advisor Stock Selector Small Cap Fund Class A (FCDAX) and Vanguard S&P Small-Cap 600 ETF (VIOO).
FCDAX is managed by Fidelity. It was launched on May 2, 2007. VIOO is a passively managed fund by Vanguard that tracks the performance of the S&P SmallCap 600 Index. It was launched on Sep 7, 2010.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FCDAX or VIOO.
Correlation
The correlation between FCDAX and VIOO is 0.92, 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. VIOO - Performance Comparison
Key characteristics
FCDAX:
0.69
VIOO:
0.49
FCDAX:
1.08
VIOO:
0.84
FCDAX:
1.13
VIOO:
1.10
FCDAX:
0.64
VIOO:
0.81
FCDAX:
3.71
VIOO:
2.56
FCDAX:
3.53%
VIOO:
3.78%
FCDAX:
19.00%
VIOO:
19.74%
FCDAX:
-65.00%
VIOO:
-44.15%
FCDAX:
-11.36%
VIOO:
-8.34%
Returns By Period
In the year-to-date period, FCDAX achieves a 11.64% return, which is significantly higher than VIOO's 9.04% return. Over the past 10 years, FCDAX has underperformed VIOO with an annualized return of 4.74%, while VIOO has yielded a comparatively higher 8.90% annualized return.
FCDAX
11.64%
-9.89%
4.62%
11.91%
7.59%
4.74%
VIOO
9.04%
-6.50%
10.65%
9.04%
8.39%
8.90%
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FCDAX vs. VIOO - Expense Ratio Comparison
FCDAX has a 1.19% expense ratio, which is higher than VIOO's 0.10% expense ratio.
Risk-Adjusted Performance
FCDAX vs. VIOO - 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 S&P Small-Cap 600 ETF (VIOO). 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. VIOO - Dividend Comparison
FCDAX has not paid dividends to shareholders, while VIOO's dividend yield for the trailing twelve months is around 1.48%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FCDAX Fidelity Advisor Stock Selector Small Cap Fund Class A | 0.00% | 0.02% | 0.08% | 0.00% | 0.00% | 0.12% | 0.06% | 0.13% | 0.26% | 7.17% | 9.61% | 4.85% |
VIOO Vanguard S&P Small-Cap 600 ETF | 1.48% | 1.47% | 1.51% | 1.16% | 1.09% | 1.37% | 1.32% | 1.11% | 0.95% | 1.26% | 1.06% | 0.86% |
Drawdowns
FCDAX vs. VIOO - Drawdown Comparison
The maximum FCDAX drawdown since its inception was -65.00%, which is greater than VIOO's maximum drawdown of -44.15%. Use the drawdown chart below to compare losses from any high point for FCDAX and VIOO. For additional features, visit the drawdowns tool.
Volatility
FCDAX vs. VIOO - Volatility Comparison
Fidelity Advisor Stock Selector Small Cap Fund Class A (FCDAX) has a higher volatility of 6.14% compared to Vanguard S&P Small-Cap 600 ETF (VIOO) at 5.61%. This indicates that FCDAX's price experiences larger fluctuations and is considered to be riskier than VIOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.