FCPEX vs. VIOV
Compare and contrast key facts about Fidelity Small Cap Enhanced Index Fund (FCPEX) and Vanguard S&P Small-Cap 600 Value ETF (VIOV).
FCPEX is managed by Fidelity. It was launched on Dec 20, 2007. VIOV is a passively managed fund by Vanguard that tracks the performance of the S&P SmallCap 600 Value 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: FCPEX or VIOV.
Performance
FCPEX vs. VIOV - Performance Comparison
Returns By Period
FCPEX
N/A
N/A
N/A
N/A
N/A
N/A
VIOV
13.95%
9.19%
17.47%
30.52%
10.41%
8.96%
Key characteristics
| FCPEX | VIOV |
|---|
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FCPEX vs. VIOV - Expense Ratio Comparison
FCPEX has a 0.55% expense ratio, which is higher than VIOV's 0.15% expense ratio.
Correlation
The correlation between FCPEX and VIOV 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.
Risk-Adjusted Performance
FCPEX vs. VIOV - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Small Cap Enhanced Index Fund (FCPEX) and Vanguard S&P Small-Cap 600 Value ETF (VIOV). 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. VIOV - Dividend Comparison
FCPEX has not paid dividends to shareholders, while VIOV's dividend yield for the trailing twelve months is around 2.15%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FCPEX Fidelity Small Cap Enhanced Index Fund | 0.00% | 1.69% | 5.16% | 20.85% | 0.59% | 0.95% | 15.52% | 8.51% | 0.67% | 2.46% | 6.70% | 6.77% |
VIOV Vanguard S&P Small-Cap 600 Value ETF | 2.15% | 2.18% | 1.81% | 1.59% | 1.42% | 1.60% | 1.76% | 1.43% | 1.17% | 1.32% | 1.27% | 0.91% |
Drawdowns
FCPEX vs. VIOV - Drawdown Comparison
Volatility
FCPEX vs. VIOV - Volatility Comparison
The current volatility for Fidelity Small Cap Enhanced Index Fund (FCPEX) is 0.00%, while Vanguard S&P Small-Cap 600 Value ETF (VIOV) has a volatility of 7.66%. This indicates that FCPEX experiences smaller price fluctuations and is considered to be less risky than VIOV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.