FCPGX vs. ITOT
Compare and contrast key facts about Fidelity Small Cap Growth Fund (FCPGX) and iShares Core S&P Total U.S. Stock Market ETF (ITOT).
FCPGX is managed by Fidelity. It was launched on Nov 3, 2004. ITOT is a passively managed fund by iShares that tracks the performance of the S&P Composite 1500 Index. It was launched on Jan 20, 2004.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FCPGX or ITOT.
Correlation
The correlation between FCPGX and ITOT 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
FCPGX vs. ITOT - Performance Comparison
Key characteristics
FCPGX:
-0.07
ITOT:
0.48
FCPGX:
0.08
ITOT:
0.80
FCPGX:
1.01
ITOT:
1.12
FCPGX:
-0.05
ITOT:
0.49
FCPGX:
-0.19
ITOT:
1.98
FCPGX:
8.87%
ITOT:
4.80%
FCPGX:
25.41%
ITOT:
19.78%
FCPGX:
-59.11%
ITOT:
-55.20%
FCPGX:
-26.09%
ITOT:
-10.49%
Returns By Period
In the year-to-date period, FCPGX achieves a -12.19% return, which is significantly lower than ITOT's -6.33% return. Over the past 10 years, FCPGX has underperformed ITOT with an annualized return of 4.70%, while ITOT has yielded a comparatively higher 11.61% annualized return.
FCPGX
-12.19%
-1.74%
-12.26%
-2.08%
4.54%
4.70%
ITOT
-6.33%
-1.04%
-4.60%
8.91%
15.25%
11.61%
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FCPGX vs. ITOT - Expense Ratio Comparison
FCPGX has a 1.00% expense ratio, which is higher than ITOT's 0.03% expense ratio.
Risk-Adjusted Performance
FCPGX vs. ITOT — Risk-Adjusted Performance Rank
FCPGX
ITOT
FCPGX vs. ITOT - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Small Cap Growth Fund (FCPGX) and iShares Core S&P Total U.S. Stock Market ETF (ITOT). 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
FCPGX vs. ITOT - Dividend Comparison
FCPGX's dividend yield for the trailing twelve months is around 1.09%, less than ITOT's 1.36% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FCPGX Fidelity Small Cap Growth Fund | 1.09% | 0.95% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 4.32% | 8.37% |
ITOT iShares Core S&P Total U.S. Stock Market ETF | 1.36% | 1.23% | 1.47% | 1.66% | 1.18% | 1.41% | 1.88% | 2.14% | 1.69% | 1.83% | 2.01% | 2.20% |
Drawdowns
FCPGX vs. ITOT - Drawdown Comparison
The maximum FCPGX drawdown since its inception was -59.11%, which is greater than ITOT's maximum drawdown of -55.20%. Use the drawdown chart below to compare losses from any high point for FCPGX and ITOT. For additional features, visit the drawdowns tool.
Volatility
FCPGX vs. ITOT - Volatility Comparison
Fidelity Small Cap Growth Fund (FCPGX) has a higher volatility of 15.22% compared to iShares Core S&P Total U.S. Stock Market ETF (ITOT) at 14.36%. This indicates that FCPGX's price experiences larger fluctuations and is considered to be riskier than ITOT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.