FCDIX vs. IJR
Compare and contrast key facts about Fidelity Advisor Stock Selector Small Cap Fund Class I (FCDIX) and iShares Core S&P Small-Cap ETF (IJR).
FCDIX is managed by Fidelity. It was launched on May 2, 2007. IJR is a passively managed fund by iShares that tracks the performance of the S&P SmallCap 600 Index. It was launched on May 22, 2000.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FCDIX or IJR.
Correlation
The correlation between FCDIX and IJR 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.
Performance
FCDIX vs. IJR - Performance Comparison
Key characteristics
FCDIX:
0.55
IJR:
0.55
FCDIX:
0.89
IJR:
0.93
FCDIX:
1.11
IJR:
1.11
FCDIX:
0.66
IJR:
0.87
FCDIX:
2.09
IJR:
2.37
FCDIX:
4.84%
IJR:
4.34%
FCDIX:
18.47%
IJR:
18.70%
FCDIX:
-64.73%
IJR:
-58.15%
FCDIX:
-9.85%
IJR:
-8.05%
Returns By Period
In the year-to-date period, FCDIX achieves a 1.23% return, which is significantly higher than IJR's 0.71% return. Over the past 10 years, FCDIX has underperformed IJR with an annualized return of 4.87%, while IJR has yielded a comparatively higher 8.76% annualized return.
FCDIX
1.23%
-3.95%
0.46%
11.50%
8.08%
4.87%
IJR
0.71%
-3.27%
4.04%
11.72%
8.67%
8.76%
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FCDIX vs. IJR - Expense Ratio Comparison
FCDIX has a 0.92% expense ratio, which is higher than IJR's 0.07% expense ratio.
Risk-Adjusted Performance
FCDIX vs. IJR — Risk-Adjusted Performance Rank
FCDIX
IJR
FCDIX vs. IJR - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Stock Selector Small Cap Fund Class I (FCDIX) and iShares Core S&P Small-Cap ETF (IJR). 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
FCDIX vs. IJR - Dividend Comparison
FCDIX's dividend yield for the trailing twelve months is around 0.82%, less than IJR's 2.04% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FCDIX Fidelity Advisor Stock Selector Small Cap Fund Class I | 0.82% | 0.84% | 0.24% | 0.12% | 0.18% | 0.00% | 0.05% | 0.29% | 0.41% | 0.46% | 5.74% | 8.76% |
IJR iShares Core S&P Small-Cap ETF | 2.04% | 2.05% | 1.31% | 1.41% | 1.53% | 1.11% | 1.44% | 1.58% | 1.20% | 1.21% | 1.48% | 1.23% |
Drawdowns
FCDIX vs. IJR - Drawdown Comparison
The maximum FCDIX drawdown since its inception was -64.73%, which is greater than IJR's maximum drawdown of -58.15%. Use the drawdown chart below to compare losses from any high point for FCDIX and IJR. For additional features, visit the drawdowns tool.
Volatility
FCDIX vs. IJR - Volatility Comparison
Fidelity Advisor Stock Selector Small Cap Fund Class I (FCDIX) has a higher volatility of 4.14% compared to iShares Core S&P Small-Cap ETF (IJR) at 3.75%. This indicates that FCDIX's price experiences larger fluctuations and is considered to be riskier than IJR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.