FCPGX vs. SPY
Compare and contrast key facts about Fidelity Small Cap Growth Fund (FCPGX) and SPDR S&P 500 ETF (SPY).
FCPGX is managed by Fidelity. It was launched on Nov 3, 2004. SPY is a passively managed fund by State Street that tracks the performance of the S&P 500 Index. It was launched on Jan 22, 1993.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FCPGX or SPY.
Correlation
The correlation between FCPGX and SPY 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. SPY - Performance Comparison
Key characteristics
FCPGX:
0.01
SPY:
0.54
FCPGX:
0.19
SPY:
0.89
FCPGX:
1.02
SPY:
1.13
FCPGX:
0.00
SPY:
0.58
FCPGX:
0.02
SPY:
2.39
FCPGX:
8.78%
SPY:
4.51%
FCPGX:
25.41%
SPY:
20.07%
FCPGX:
-59.11%
SPY:
-55.19%
FCPGX:
-26.25%
SPY:
-10.54%
Returns By Period
In the year-to-date period, FCPGX achieves a -12.37% return, which is significantly lower than SPY's -6.44% return. Over the past 10 years, FCPGX has underperformed SPY with an annualized return of 4.34%, while SPY has yielded a comparatively higher 11.95% annualized return.
FCPGX
-12.37%
-6.56%
-12.75%
-1.60%
4.84%
4.34%
SPY
-6.44%
-5.00%
-5.02%
9.54%
15.80%
11.95%
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FCPGX vs. SPY - Expense Ratio Comparison
FCPGX has a 1.00% expense ratio, which is higher than SPY's 0.09% expense ratio.
Risk-Adjusted Performance
FCPGX vs. SPY — Risk-Adjusted Performance Rank
FCPGX
SPY
FCPGX vs. SPY - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Small Cap Growth Fund (FCPGX) and SPDR S&P 500 ETF (SPY). 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. SPY - Dividend Comparison
FCPGX's dividend yield for the trailing twelve months is around 1.09%, less than SPY's 1.31% 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% |
SPY SPDR S&P 500 ETF | 1.31% | 1.21% | 1.40% | 1.65% | 1.20% | 1.52% | 1.75% | 2.04% | 1.80% | 2.03% | 2.06% | 1.87% |
Drawdowns
FCPGX vs. SPY - Drawdown Comparison
The maximum FCPGX drawdown since its inception was -59.11%, which is greater than SPY's maximum drawdown of -55.19%. Use the drawdown chart below to compare losses from any high point for FCPGX and SPY. For additional features, visit the drawdowns tool.
Volatility
FCPGX vs. SPY - Volatility Comparison
Fidelity Small Cap Growth Fund (FCPGX) and SPDR S&P 500 ETF (SPY) have volatilities of 15.29% and 15.13%, 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.