FCDIX vs. VGT
Compare and contrast key facts about Fidelity Advisor Stock Selector Small Cap Fund Class I (FCDIX) and Vanguard Information Technology ETF (VGT).
FCDIX is managed by Fidelity. It was launched on May 2, 2007. VGT is a passively managed fund by Vanguard that tracks the performance of the MSCI US Investable Market Information Technology 25/50 Index. 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 VGT.
Correlation
The correlation between FCDIX and VGT is 0.78, 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. VGT - Performance Comparison
Key characteristics
FCDIX:
0.59
VGT:
1.16
FCDIX:
0.95
VGT:
1.60
FCDIX:
1.11
VGT:
1.21
FCDIX:
0.71
VGT:
1.70
FCDIX:
2.27
VGT:
5.91
FCDIX:
4.80%
VGT:
4.39%
FCDIX:
18.46%
VGT:
22.33%
FCDIX:
-64.73%
VGT:
-54.63%
FCDIX:
-8.78%
VGT:
-0.55%
Returns By Period
In the year-to-date period, FCDIX achieves a 2.43% return, which is significantly lower than VGT's 3.52% return. Over the past 10 years, FCDIX has underperformed VGT with an annualized return of 4.98%, while VGT has yielded a comparatively higher 20.68% annualized return.
FCDIX
2.43%
-0.98%
0.91%
12.63%
8.34%
4.98%
VGT
3.52%
2.58%
10.89%
28.80%
20.51%
20.68%
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FCDIX vs. VGT - Expense Ratio Comparison
FCDIX has a 0.92% expense ratio, which is higher than VGT's 0.10% expense ratio.
Risk-Adjusted Performance
FCDIX vs. VGT — Risk-Adjusted Performance Rank
FCDIX
VGT
FCDIX vs. VGT - 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 Information Technology ETF (VGT). 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. VGT - Dividend Comparison
FCDIX's dividend yield for the trailing twelve months is around 0.82%, more than VGT's 0.58% 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% |
VGT Vanguard Information Technology ETF | 0.58% | 0.60% | 0.65% | 0.91% | 0.64% | 0.82% | 1.11% | 1.29% | 0.99% | 1.31% | 1.28% | 1.12% |
Drawdowns
FCDIX vs. VGT - Drawdown Comparison
The maximum FCDIX drawdown since its inception was -64.73%, which is greater than VGT's maximum drawdown of -54.63%. Use the drawdown chart below to compare losses from any high point for FCDIX and VGT. For additional features, visit the drawdowns tool.
Volatility
FCDIX vs. VGT - Volatility Comparison
The current volatility for Fidelity Advisor Stock Selector Small Cap Fund Class I (FCDIX) is 4.48%, while Vanguard Information Technology ETF (VGT) has a volatility of 7.66%. This indicates that FCDIX experiences smaller price fluctuations and is considered to be less risky than VGT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.