FCDIX vs. VB

In the year-to-date period, FCDIX achieves a -6.27% return, which is significantly lower than VB's -4.65% return. Over the past 10 years, FCDIX has outperformed VB with an annualized return of 9.13%, while VB has yielded a comparatively lower 8.00% annualized return.

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FCDIX has a 0.92% expense ratio, which is higher than VB's 0.05% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Stock Selector Small Cap Fund Class I (FCDIX) and Vanguard Small-Cap ETF (VB). 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.

The current FCDIX Sharpe Ratio is -0.04, which is lower than the VB Sharpe Ratio of 0.23. The chart below compares the historical Sharpe Ratios of FCDIX and VB, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

FCDIX's dividend yield for the trailing twelve months is around 2.96%, more than VB's 1.48% yield.

The maximum FCDIX drawdown since its inception was -64.72%, which is greater than VB's maximum drawdown of -59.57%. Use the drawdown chart below to compare losses from any high point for FCDIX and VB.

Fidelity Advisor Stock Selector Small Cap Fund Class I (FCDIX) and Vanguard Small-Cap ETF (VB) have volatilities of 6.24% and 6.27%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.