FCDTX vs. SPY
Compare and contrast key facts about Fidelity Advisor Stock Selector Small Cap Fund Class M (FCDTX) and SPDR S&P 500 ETF (SPY).
FCDTX is managed by Fidelity. It was launched on May 2, 2007. SPY is a passively managed fund by State Street that tracks the performance of the S&P 500 Index. It was launched on Jan 22, 1993.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FCDTX or SPY.
Correlation
The correlation between FCDTX and SPY is 0.86, 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
FCDTX vs. SPY - Performance Comparison
Key characteristics
FCDTX:
0.51
SPY:
1.88
FCDTX:
0.84
SPY:
2.53
FCDTX:
1.10
SPY:
1.35
FCDTX:
0.55
SPY:
2.83
FCDTX:
1.90
SPY:
11.74
FCDTX:
4.93%
SPY:
2.02%
FCDTX:
18.40%
SPY:
12.64%
FCDTX:
-65.16%
SPY:
-55.19%
FCDTX:
-10.11%
SPY:
-0.42%
Returns By Period
In the year-to-date period, FCDTX achieves a 1.14% return, which is significantly lower than SPY's 4.15% return. Over the past 10 years, FCDTX has underperformed SPY with an annualized return of 4.17%, while SPY has yielded a comparatively higher 13.18% annualized return.
FCDTX
1.14%
-4.00%
0.02%
10.76%
7.33%
4.17%
SPY
4.15%
1.22%
10.44%
24.34%
14.62%
13.18%
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FCDTX vs. SPY - Expense Ratio Comparison
FCDTX has a 1.46% expense ratio, which is higher than SPY's 0.09% expense ratio.
Risk-Adjusted Performance
FCDTX vs. SPY — Risk-Adjusted Performance Rank
FCDTX
SPY
FCDTX vs. SPY - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Stock Selector Small Cap Fund Class M (FCDTX) and SPDR S&P 500 ETF (SPY). 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
FCDTX vs. SPY - Dividend Comparison
FCDTX's dividend yield for the trailing twelve months is around 0.34%, less than SPY's 1.16% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FCDTX Fidelity Advisor Stock Selector Small Cap Fund Class M | 0.34% | 0.34% | 0.00% | 0.04% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 6.83% | 9.37% |
SPY SPDR S&P 500 ETF | 1.16% | 1.21% | 1.40% | 1.65% | 1.20% | 1.52% | 1.75% | 2.04% | 1.80% | 2.03% | 2.06% | 1.87% |
Drawdowns
FCDTX vs. SPY - Drawdown Comparison
The maximum FCDTX drawdown since its inception was -65.16%, which is greater than SPY's maximum drawdown of -55.19%. Use the drawdown chart below to compare losses from any high point for FCDTX and SPY. For additional features, visit the drawdowns tool.
Volatility
FCDTX vs. SPY - Volatility Comparison
Fidelity Advisor Stock Selector Small Cap Fund Class M (FCDTX) has a higher volatility of 4.15% compared to SPDR S&P 500 ETF (SPY) at 2.93%. This indicates that FCDTX's price experiences larger fluctuations and is considered to be riskier than SPY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.