FCDIX vs. VB
Compare and contrast key facts about Fidelity Advisor Stock Selector Small Cap Fund Class I (FCDIX) and Vanguard Small-Cap ETF (VB).
FCDIX is managed by Fidelity. It was launched on May 2, 2007. VB is a passively managed fund by Vanguard that tracks the performance of the CRSP US Small Cap. It was launched on Jan 26, 2004.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FCDIX or VB.
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.
Performance
FCDIX vs. VB - Performance Comparison
Key characteristics
FCDIX:
0.55
VB:
0.94
FCDIX:
0.89
VB:
1.39
FCDIX:
1.11
VB:
1.17
FCDIX:
0.66
VB:
1.78
FCDIX:
2.09
VB:
4.07
FCDIX:
4.84%
VB:
3.78%
FCDIX:
18.47%
VB:
16.38%
FCDIX:
-64.73%
VB:
-59.57%
FCDIX:
-9.85%
VB:
-5.58%
Returns By Period
In the year-to-date period, FCDIX achieves a 1.23% return, which is significantly lower than VB's 2.41% return. Over the past 10 years, FCDIX has underperformed VB with an annualized return of 4.87%, while VB has yielded a comparatively higher 8.97% annualized return.
FCDIX
1.23%
-3.95%
0.46%
11.50%
8.08%
4.87%
VB
2.41%
-2.60%
8.71%
16.70%
9.49%
8.97%
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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.
Risk-Adjusted Performance
FCDIX vs. VB — Risk-Adjusted Performance Rank
FCDIX
VB
FCDIX vs. VB - 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 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.
Dividends
FCDIX vs. VB - Dividend Comparison
FCDIX's dividend yield for the trailing twelve months is around 0.82%, less than VB's 1.27% 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% |
VB Vanguard Small-Cap ETF | 1.27% | 1.30% | 1.55% | 1.59% | 1.24% | 1.14% | 1.39% | 1.67% | 1.35% | 1.50% | 1.48% | 1.43% |
Drawdowns
FCDIX vs. VB - Drawdown Comparison
The maximum FCDIX drawdown since its inception was -64.73%, 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. For additional features, visit the drawdowns tool.
Volatility
FCDIX vs. VB - Volatility Comparison
Fidelity Advisor Stock Selector Small Cap Fund Class I (FCDIX) has a higher volatility of 4.14% compared to Vanguard Small-Cap ETF (VB) at 3.50%. This indicates that FCDIX's price experiences larger fluctuations and is considered to be riskier than VB based on this measure. The chart below showcases a comparison of their rolling one-month volatility.