FCDTX vs. VOO
Compare and contrast key facts about Fidelity Advisor Stock Selector Small Cap Fund Class M (FCDTX) and Vanguard S&P 500 ETF (VOO).
FCDTX is managed by Fidelity. It was launched on May 2, 2007. VOO is a passively managed fund by Vanguard that tracks the performance of the S&P 500 Index. It was launched on Sep 7, 2010.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FCDTX or VOO.
Correlation
The correlation between FCDTX and VOO is 0.85, 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. VOO - Performance Comparison
Key characteristics
FCDTX:
0.55
VOO:
1.88
FCDTX:
0.90
VOO:
2.53
FCDTX:
1.11
VOO:
1.35
FCDTX:
0.60
VOO:
2.81
FCDTX:
2.07
VOO:
11.78
FCDTX:
4.89%
VOO:
2.02%
FCDTX:
18.40%
VOO:
12.67%
FCDTX:
-65.16%
VOO:
-33.99%
FCDTX:
-9.04%
VOO:
0.00%
Returns By Period
In the year-to-date period, FCDTX achieves a 2.34% return, which is significantly lower than VOO's 4.61% return. Over the past 10 years, FCDTX has underperformed VOO with an annualized return of 4.28%, while VOO has yielded a comparatively higher 13.30% annualized return.
FCDTX
2.34%
-1.02%
0.49%
11.85%
7.59%
4.28%
VOO
4.61%
2.59%
10.08%
25.10%
14.79%
13.30%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
FCDTX vs. VOO - Expense Ratio Comparison
FCDTX has a 1.46% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
FCDTX vs. VOO — Risk-Adjusted Performance Rank
FCDTX
VOO
FCDTX vs. VOO - 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 Vanguard S&P 500 ETF (VOO). 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. VOO - Dividend Comparison
FCDTX's dividend yield for the trailing twelve months is around 0.33%, less than VOO's 1.19% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FCDTX Fidelity Advisor Stock Selector Small Cap Fund Class M | 0.33% | 0.34% | 0.00% | 0.04% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 6.83% | 9.37% |
VOO Vanguard S&P 500 ETF | 1.19% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
FCDTX vs. VOO - Drawdown Comparison
The maximum FCDTX drawdown since its inception was -65.16%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for FCDTX and VOO. For additional features, visit the drawdowns tool.
Volatility
FCDTX vs. VOO - Volatility Comparison
Fidelity Advisor Stock Selector Small Cap Fund Class M (FCDTX) has a higher volatility of 4.50% compared to Vanguard S&P 500 ETF (VOO) at 3.01%. This indicates that FCDTX's price experiences larger fluctuations and is considered to be riskier than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.