FCDAX vs. VOO
Compare and contrast key facts about Fidelity Advisor Stock Selector Small Cap Fund Class A (FCDAX) and Vanguard S&P 500 ETF (VOO).
FCDAX is managed by Fidelity. It was launched on May 2, 2007. VOO is a passively managed fund by Vanguard that tracks the performance of the S&P 500 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 VOO.
Key characteristics
| FCDAX | VOO | |
|---|---|---|
| YTD Return | 23.77% | 26.88% |
| 1Y Return | 46.10% | 37.59% |
| 3Y Return (Ann) | 1.21% | 10.23% |
| 5Y Return (Ann) | 10.37% | 15.93% |
| 10Y Return (Ann) | 6.30% | 13.41% |
| Sharpe Ratio | 2.39 | 3.06 |
| Sortino Ratio | 3.32 | 4.08 |
| Omega Ratio | 1.41 | 1.58 |
| Calmar Ratio | 1.54 | 4.43 |
| Martin Ratio | 15.35 | 20.25 |
| Ulcer Index | 3.00% | 1.85% |
| Daily Std Dev | 19.24% | 12.23% |
| Max Drawdown | -65.00% | -33.99% |
| Current Drawdown | -1.48% | -0.30% |
Correlation
The correlation between FCDAX and VOO is 0.85, 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. VOO - Performance Comparison
In the year-to-date period, FCDAX achieves a 23.77% return, which is significantly lower than VOO's 26.88% return. Over the past 10 years, FCDAX has underperformed VOO with an annualized return of 6.30%, while VOO has yielded a comparatively higher 13.41% 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. VOO - Expense Ratio Comparison
FCDAX has a 1.19% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
FCDAX vs. VOO - 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 500 ETF (VOO). 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. VOO - Dividend Comparison
FCDAX's dividend yield for the trailing twelve months is around 0.02%, less than VOO's 1.23% 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% |
VOO Vanguard S&P 500 ETF | 1.23% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% | 1.84% |
Drawdowns
FCDAX vs. VOO - Drawdown Comparison
The maximum FCDAX drawdown since its inception was -65.00%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for FCDAX and VOO. For additional features, visit the drawdowns tool.
Volatility
FCDAX vs. VOO - Volatility Comparison
Fidelity Advisor Stock Selector Small Cap Fund Class A (FCDAX) has a higher volatility of 6.35% compared to Vanguard S&P 500 ETF (VOO) at 3.89%. This indicates that FCDAX's price experiences larger fluctuations and is considered to be riskier than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.