FCIGX vs. VB
Compare and contrast key facts about Fidelity Advisor Small Cap Growth Fund Class I (FCIGX) and Vanguard Small-Cap ETF (VB).
FCIGX is managed by Fidelity. It was launched on Nov 3, 2004. 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: FCIGX or VB.
Correlation
The correlation between FCIGX and VB 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
FCIGX vs. VB - Performance Comparison
Key characteristics
FCIGX:
-0.05
VB:
0.24
FCIGX:
0.10
VB:
0.50
FCIGX:
1.01
VB:
1.06
FCIGX:
-0.05
VB:
0.21
FCIGX:
-0.15
VB:
0.68
FCIGX:
9.18%
VB:
7.80%
FCIGX:
25.31%
VB:
22.46%
FCIGX:
-59.05%
VB:
-59.57%
FCIGX:
-18.76%
VB:
-14.52%
Returns By Period
In the year-to-date period, FCIGX achieves a -11.05% return, which is significantly lower than VB's -7.29% return. Over the past 10 years, FCIGX has outperformed VB with an annualized return of 10.16%, while VB has yielded a comparatively lower 7.99% annualized return.
FCIGX
-11.05%
0.10%
-10.29%
0.51%
11.17%
10.16%
VB
-7.29%
-1.84%
-5.35%
3.85%
13.38%
7.99%
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FCIGX vs. VB - Expense Ratio Comparison
FCIGX has a 1.04% expense ratio, which is higher than VB's 0.05% expense ratio.
Risk-Adjusted Performance
FCIGX vs. VB — Risk-Adjusted Performance Rank
FCIGX
VB
FCIGX vs. VB - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Small Cap Growth Fund Class I (FCIGX) 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
FCIGX vs. VB - Dividend Comparison
FCIGX's dividend yield for the trailing twelve months is around 1.06%, less than VB's 1.52% yield.
TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
FCIGX Fidelity Advisor Small Cap Growth Fund Class I | 1.06% | 0.94% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 4.32% | 8.35% |
VB Vanguard Small-Cap ETF | 1.52% | 1.30% | 1.55% | 1.59% | 1.24% | 1.14% | 1.39% | 1.67% | 1.35% | 1.50% | 1.48% | 1.43% |
Drawdowns
FCIGX vs. VB - Drawdown Comparison
The maximum FCIGX drawdown since its inception was -59.05%, roughly equal to the maximum VB drawdown of -59.57%. Use the drawdown chart below to compare losses from any high point for FCIGX and VB. For additional features, visit the drawdowns tool.
Volatility
FCIGX vs. VB - Volatility Comparison
Fidelity Advisor Small Cap Growth Fund Class I (FCIGX) and Vanguard Small-Cap ETF (VB) have volatilities of 14.96% and 14.88%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.