FCPEX vs. VBR
Compare and contrast key facts about Fidelity Small Cap Enhanced Index Fund (FCPEX) and Vanguard Small-Cap Value ETF (VBR).
FCPEX is managed by Fidelity. It was launched on Dec 20, 2007. VBR is a passively managed fund by Vanguard that tracks the performance of the MSCI US Small Cap Value 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: FCPEX or VBR.
Key characteristics
| FCPEX | VBR |
|---|
Correlation
The correlation between FCPEX and VBR is 0.93, 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
FCPEX vs. VBR - Performance Comparison
The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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FCPEX vs. VBR - Expense Ratio Comparison
FCPEX has a 0.55% expense ratio, which is higher than VBR's 0.07% expense ratio.
Risk-Adjusted Performance
FCPEX vs. VBR - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Small Cap Enhanced Index Fund (FCPEX) and Vanguard Small-Cap Value ETF (VBR). 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
FCPEX vs. VBR - Dividend Comparison
FCPEX has not paid dividends to shareholders, while VBR's dividend yield for the trailing twelve months is around 1.88%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FCPEX Fidelity Small Cap Enhanced Index Fund | 1.69% | 1.69% | 5.16% | 20.85% | 0.59% | 0.95% | 15.52% | 8.51% | 0.67% | 2.46% | 6.70% | 6.77% |
VBR Vanguard Small-Cap Value ETF | 1.88% | 2.12% | 2.03% | 1.75% | 1.68% | 2.06% | 2.35% | 1.79% | 1.77% | 1.99% | 1.77% | 1.87% |
Drawdowns
FCPEX vs. VBR - Drawdown Comparison
Volatility
FCPEX vs. VBR - Volatility Comparison
The current volatility for Fidelity Small Cap Enhanced Index Fund (FCPEX) is 0.00%, while Vanguard Small-Cap Value ETF (VBR) has a volatility of 5.68%. This indicates that FCPEX experiences smaller price fluctuations and is considered to be less risky than VBR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.