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.
Key characteristics
| FCDAX | VIOO | |
|---|---|---|
| YTD Return | 23.77% | 16.06% |
| 1Y Return | 46.10% | 37.87% |
| 3Y Return (Ann) | 1.21% | 2.93% |
| 5Y Return (Ann) | 10.37% | 10.83% |
| 10Y Return (Ann) | 6.30% | 9.93% |
| Sharpe Ratio | 2.39 | 1.83 |
| Sortino Ratio | 3.32 | 2.70 |
| Omega Ratio | 1.41 | 1.32 |
| Calmar Ratio | 1.54 | 1.75 |
| Martin Ratio | 15.35 | 10.70 |
| Ulcer Index | 3.00% | 3.53% |
| Daily Std Dev | 19.24% | 20.63% |
| Max Drawdown | -65.00% | -44.15% |
| Current Drawdown | -1.48% | -1.51% |
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
In the year-to-date period, FCDAX achieves a 23.77% return, which is significantly higher than VIOO's 16.06% return. Over the past 10 years, FCDAX has underperformed VIOO with an annualized return of 6.30%, while VIOO has yielded a comparatively higher 9.93% 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. 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's dividend yield for the trailing twelve months is around 0.02%, less than VIOO's 1.27% 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% |
VIOO Vanguard S&P Small-Cap 600 ETF | 1.27% | 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
The current volatility for Fidelity Advisor Stock Selector Small Cap Fund Class A (FCDAX) is 6.35%, while Vanguard S&P Small-Cap 600 ETF (VIOO) has a volatility of 7.56%. This indicates that FCDAX experiences smaller price fluctuations and is considered to be less risky than VIOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.