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.
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.
Performance
FCDTX vs. VOO - Performance Comparison
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Key characteristics
FCDTX:
-0.06
VOO:
0.74
FCDTX:
0.05
VOO:
1.04
FCDTX:
1.01
VOO:
1.15
FCDTX:
-0.07
VOO:
0.68
FCDTX:
-0.20
VOO:
2.58
FCDTX:
9.99%
VOO:
4.93%
FCDTX:
23.83%
VOO:
19.54%
FCDTX:
-65.16%
VOO:
-33.99%
FCDTX:
-15.23%
VOO:
-3.55%
Returns By Period
In the year-to-date period, FCDTX achieves a -6.49% return, which is significantly lower than VOO's 0.90% return. Over the past 10 years, FCDTX has underperformed VOO with an annualized return of 7.98%, while VOO has yielded a comparatively higher 12.81% annualized return.
FCDTX
-6.49%
3.56%
-14.76%
-2.11%
7.45%
11.88%
7.98%
VOO
0.90%
5.53%
-1.46%
13.29%
14.31%
15.89%
12.81%
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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.
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Dividends
FCDTX vs. VOO - Dividend Comparison
FCDTX's dividend yield for the trailing twelve months is around 2.64%, more than VOO's 1.29% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FCDTX Fidelity Advisor Stock Selector Small Cap Fund Class M | 2.64% | 2.47% | 0.00% | 0.04% | 11.15% | 1.50% | 1.91% | 23.15% | 10.48% | 1.20% | 6.83% | 9.37% |
VOO Vanguard S&P 500 ETF | 1.29% | 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.
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Volatility
FCDTX vs. VOO - Volatility Comparison
Fidelity Advisor Stock Selector Small Cap Fund Class M (FCDTX) has a higher volatility of 6.26% compared to Vanguard S&P 500 ETF (VOO) at 4.84%. 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.
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