FCDIX vs. EFG
Compare and contrast key facts about Fidelity Advisor Stock Selector Small Cap Fund Class I (FCDIX) and iShares MSCI EAFE Growth ETF (EFG).
FCDIX is managed by Fidelity. It was launched on May 2, 2007. EFG is a passively managed fund by iShares that tracks the performance of the MSCI EAFE Growth Index. It was launched on Aug 1, 2005.
Performance
FCDIX vs. EFG - Performance Comparison
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FCDIX vs. EFG - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FCDIX Fidelity Advisor Stock Selector Small Cap Fund Class I | 0.40% | 14.34% | 14.47% | 19.42% | -18.28% | 24.75% | 21.74% | 30.46% | -8.94% | 11.72% |
EFG iShares MSCI EAFE Growth ETF | -2.24% | 20.70% | 1.53% | 17.55% | -23.12% | 11.01% | 17.85% | 27.47% | -12.93% | 28.86% |
Returns By Period
In the year-to-date period, FCDIX achieves a 0.40% return, which is significantly higher than EFG's -2.24% return. Over the past 10 years, FCDIX has outperformed EFG with an annualized return of 11.63%, while EFG has yielded a comparatively lower 7.30% annualized return.
FCDIX
- 1D
- -1.77%
- 1M
- -8.42%
- YTD
- 0.40%
- 6M
- 5.71%
- 1Y
- 26.32%
- 3Y*
- 14.47%
- 5Y*
- 7.28%
- 10Y*
- 11.63%
EFG
- 1D
- 3.45%
- 1M
- -9.46%
- YTD
- -2.24%
- 6M
- -0.65%
- 1Y
- 14.25%
- 3Y*
- 7.98%
- 5Y*
- 3.48%
- 10Y*
- 7.30%
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FCDIX vs. EFG - Expense Ratio Comparison
FCDIX has a 0.92% expense ratio, which is higher than EFG's 0.40% expense ratio.
Return for Risk
FCDIX vs. EFG — Risk / Return Rank
FCDIX
EFG
FCDIX vs. EFG - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Stock Selector Small Cap Fund Class I (FCDIX) and iShares MSCI EAFE Growth ETF (EFG). 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.
| FCDIX | EFG | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.18 | 0.75 | +0.43 |
Sortino ratioReturn per unit of downside risk | 1.75 | 1.18 | +0.57 |
Omega ratioGain probability vs. loss probability | 1.23 | 1.16 | +0.08 |
Calmar ratioReturn relative to maximum drawdown | 1.72 | 1.04 | +0.67 |
Martin ratioReturn relative to average drawdown | 7.31 | 4.00 | +3.31 |
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
| FCDIX | EFG | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.18 | 0.75 | +0.43 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.34 | 0.20 | +0.14 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.54 | 0.42 | +0.12 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.32 | 0.27 | +0.05 |
Correlation
The correlation between FCDIX and EFG is 0.76, 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
FCDIX vs. EFG - Dividend Comparison
FCDIX's dividend yield for the trailing twelve months is around 0.72%, less than EFG's 2.59% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FCDIX Fidelity Advisor Stock Selector Small Cap Fund Class I | 0.72% | 0.72% | 2.77% | 0.24% | 0.12% | 10.79% | 1.39% | 1.84% | 22.34% | 10.40% | 1.62% | 7.07% |
EFG iShares MSCI EAFE Growth ETF | 2.59% | 2.53% | 1.64% | 1.63% | 1.27% | 1.54% | 0.85% | 1.69% | 1.98% | 1.56% | 2.20% | 1.75% |
Drawdowns
FCDIX vs. EFG - Drawdown Comparison
The maximum FCDIX drawdown since its inception was -65.39%, which is greater than EFG's maximum drawdown of -58.40%. Use the drawdown chart below to compare losses from any high point for FCDIX and EFG.
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Drawdown Indicators
| FCDIX | EFG | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -65.39% | -58.40% | -6.99% |
Max Drawdown (1Y)Largest decline over 1 year | -13.82% | -12.78% | -1.04% |
Max Drawdown (5Y)Largest decline over 5 years | -30.56% | -35.78% | +5.22% |
Max Drawdown (10Y)Largest decline over 10 years | -38.42% | -35.78% | -2.64% |
Current DrawdownCurrent decline from peak | -9.83% | -9.73% | -0.10% |
Average DrawdownAverage peak-to-trough decline | -11.95% | -12.23% | +0.28% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.24% | 3.33% | -0.09% |
Volatility
FCDIX vs. EFG - Volatility Comparison
The current volatility for Fidelity Advisor Stock Selector Small Cap Fund Class I (FCDIX) is 6.87%, while iShares MSCI EAFE Growth ETF (EFG) has a volatility of 8.47%. This indicates that FCDIX experiences smaller price fluctuations and is considered to be less risky than EFG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FCDIX | EFG | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.87% | 8.47% | -1.60% |
Volatility (6M)Calculated over the trailing 6-month period | 12.99% | 12.45% | +0.54% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.14% | 19.05% | +3.09% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.55% | 17.87% | +3.68% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.78% | 17.54% | +4.24% |