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.
Performance
FCDIX vs. IJR - Performance Comparison
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FCDIX vs. IJR - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FCDIX Fidelity Advisor Stock Selector Small Cap Fund Class I | 4.14% | 14.34% | 14.47% | 19.42% | -18.28% | 24.75% | 21.74% | 30.46% | -8.94% | 11.72% |
IJR iShares Core S&P Small-Cap ETF | 4.11% | 5.89% | 8.63% | 16.06% | -16.20% | 26.58% | 11.28% | 22.82% | -8.51% | 13.15% |
Returns By Period
The year-to-date returns for both stocks are quite close, with FCDIX having a 4.14% return and IJR slightly lower at 4.11%. Over the past 10 years, FCDIX has outperformed IJR with an annualized return of 12.04%, while IJR has yielded a comparatively lower 9.88% annualized return.
FCDIX
- 1D
- 3.72%
- 1M
- -5.36%
- YTD
- 4.14%
- 6M
- 9.67%
- 1Y
- 30.68%
- 3Y*
- 15.88%
- 5Y*
- 7.72%
- 10Y*
- 12.04%
IJR
- 1D
- 0.49%
- 1M
- -4.18%
- YTD
- 4.11%
- 6M
- 5.47%
- 1Y
- 20.83%
- 3Y*
- 10.67%
- 5Y*
- 4.19%
- 10Y*
- 9.88%
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FCDIX vs. IJR - Expense Ratio Comparison
FCDIX has a 0.92% expense ratio, which is higher than IJR's 0.06% expense ratio.
Return for Risk
FCDIX vs. IJR — Risk / Return Rank
FCDIX
IJR
FCDIX vs. IJR - 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 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.
| FCDIX | IJR | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.39 | 0.92 | +0.47 |
Sortino ratioReturn per unit of downside risk | 2.02 | 1.43 | +0.59 |
Omega ratioGain probability vs. loss probability | 1.27 | 1.19 | +0.08 |
Calmar ratioReturn relative to maximum drawdown | 2.22 | 1.42 | +0.80 |
Martin ratioReturn relative to average drawdown | 9.38 | 5.73 | +3.64 |
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 | IJR | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.39 | 0.92 | +0.47 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.36 | 0.20 | +0.16 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.55 | 0.43 | +0.12 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.33 | 0.42 | -0.09 |
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.
Dividends
FCDIX vs. IJR - Dividend Comparison
FCDIX's dividend yield for the trailing twelve months is around 0.69%, less than IJR's 1.28% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FCDIX Fidelity Advisor Stock Selector Small Cap Fund Class I | 0.69% | 0.72% | 2.77% | 0.24% | 0.12% | 10.79% | 1.39% | 1.84% | 22.34% | 10.40% | 1.62% | 7.07% |
IJR iShares Core S&P Small-Cap ETF | 1.28% | 1.44% | 2.05% | 1.31% | 1.41% | 1.53% | 1.11% | 1.44% | 1.58% | 1.20% | 1.22% | 1.48% |
Drawdowns
FCDIX vs. IJR - Drawdown Comparison
The maximum FCDIX drawdown since its inception was -65.39%, 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.
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Drawdown Indicators
| FCDIX | IJR | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -65.39% | -58.15% | -7.24% |
Max Drawdown (1Y)Largest decline over 1 year | -13.82% | -14.85% | +1.03% |
Max Drawdown (5Y)Largest decline over 5 years | -30.56% | -28.02% | -2.54% |
Max Drawdown (10Y)Largest decline over 10 years | -38.42% | -44.36% | +5.94% |
Current DrawdownCurrent decline from peak | -6.48% | -5.26% | -1.22% |
Average DrawdownAverage peak-to-trough decline | -11.95% | -9.34% | -2.61% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.27% | 3.68% | -0.41% |
Volatility
FCDIX vs. IJR - Volatility Comparison
Fidelity Advisor Stock Selector Small Cap Fund Class I (FCDIX) has a higher volatility of 7.96% compared to iShares Core S&P Small-Cap ETF (IJR) at 6.25%. 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.
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Volatility by Period
| FCDIX | IJR | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.96% | 6.25% | +1.71% |
Volatility (6M)Calculated over the trailing 6-month period | 13.48% | 12.99% | +0.49% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.40% | 22.66% | -0.26% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.61% | 21.51% | +0.10% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.81% | 22.91% | -1.10% |