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FCDIX vs. VB
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

FCDIX vs. VB - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Fidelity Advisor Stock Selector Small Cap Fund Class I (FCDIX) and Vanguard Small-Cap ETF (VB). The values are adjusted to include any dividend payments, if applicable.

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FCDIX vs. VB - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
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%
VB
Vanguard Small-Cap ETF
1.92%8.87%14.17%18.22%-17.51%17.57%19.19%27.34%-9.34%16.26%

Returns By Period

In the year-to-date period, FCDIX achieves a 0.40% return, which is significantly lower than VB's 1.92% return. Over the past 10 years, FCDIX has outperformed VB with an annualized return of 11.63%, while VB has yielded a comparatively lower 10.51% 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%

VB

1D
3.18%
1M
-5.13%
YTD
1.92%
6M
3.76%
1Y
19.75%
3Y*
13.04%
5Y*
5.35%
10Y*
10.51%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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FCDIX vs. VB - Expense Ratio Comparison

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


Return for Risk

FCDIX vs. VB — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

FCDIX
FCDIX Risk / Return Rank: 7070
Overall Rank
FCDIX Sharpe Ratio Rank: 6868
Sharpe Ratio Rank
FCDIX Sortino Ratio Rank: 7171
Sortino Ratio Rank
FCDIX Omega Ratio Rank: 6161
Omega Ratio Rank
FCDIX Calmar Ratio Rank: 7474
Calmar Ratio Rank
FCDIX Martin Ratio Rank: 7676
Martin Ratio Rank

VB
VB Risk / Return Rank: 5959
Overall Rank
VB Sharpe Ratio Rank: 5555
Sharpe Ratio Rank
VB Sortino Ratio Rank: 5858
Sortino Ratio Rank
VB Omega Ratio Rank: 5555
Omega Ratio Rank
VB Calmar Ratio Rank: 6060
Calmar Ratio Rank
VB Martin Ratio Rank: 6565
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

FCDIX vs. VB - 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 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.


FCDIXVBDifference

Sharpe ratio

Return per unit of total volatility

1.18

0.91

+0.27

Sortino ratio

Return per unit of downside risk

1.75

1.41

+0.34

Omega ratio

Gain probability vs. loss probability

1.23

1.19

+0.04

Calmar ratio

Return relative to maximum drawdown

1.72

1.39

+0.33

Martin ratio

Return relative to average drawdown

7.31

5.97

+1.35

FCDIX vs. VB - Sharpe Ratio Comparison

The current FCDIX Sharpe Ratio is 1.18, which is comparable to the VB Sharpe Ratio of 0.91. 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.


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Sharpe Ratios by Period


FCDIXVBDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.18

0.91

+0.27

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.34

0.26

+0.08

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.54

0.49

+0.04

Sharpe Ratio (All Time)

Calculated using the full available price history

0.32

0.42

-0.10

Correlation

The correlation between FCDIX and VB is 0.97, 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. VB - Dividend Comparison

FCDIX's dividend yield for the trailing twelve months is around 0.72%, less than VB's 1.34% yield.


TTM20252024202320222021202020192018201720162015
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%
VB
Vanguard Small-Cap ETF
1.34%1.33%1.30%1.55%1.59%1.24%1.14%1.39%1.67%1.35%1.50%1.48%

Drawdowns

FCDIX vs. VB - Drawdown Comparison

The maximum FCDIX drawdown since its inception was -65.39%, which is greater than VB's maximum drawdown of -59.56%. Use the drawdown chart below to compare losses from any high point for FCDIX and VB.


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Drawdown Indicators


FCDIXVBDifference

Max Drawdown

Largest peak-to-trough decline

-65.39%

-59.56%

-5.83%

Max Drawdown (1Y)

Largest decline over 1 year

-13.82%

-14.29%

+0.47%

Max Drawdown (5Y)

Largest decline over 5 years

-30.56%

-28.15%

-2.41%

Max Drawdown (10Y)

Largest decline over 10 years

-38.42%

-42.05%

+3.63%

Current Drawdown

Current decline from peak

-9.83%

-6.08%

-3.75%

Average Drawdown

Average peak-to-trough decline

-11.95%

-8.49%

-3.46%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.24%

3.32%

-0.08%

Volatility

FCDIX vs. VB - Volatility Comparison

Fidelity Advisor Stock Selector Small Cap Fund Class I (FCDIX) and Vanguard Small-Cap ETF (VB) have volatilities of 6.87% and 6.84%, 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.


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Volatility by Period


FCDIXVBDifference

Volatility (1M)

Calculated over the trailing 1-month period

6.87%

6.84%

+0.03%

Volatility (6M)

Calculated over the trailing 6-month period

12.99%

12.60%

+0.39%

Volatility (1Y)

Calculated over the trailing 1-year period

22.14%

21.86%

+0.28%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

21.55%

20.78%

+0.77%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

21.78%

21.40%

+0.38%