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 0.84, 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:
0.62
SPY:
1.75
FCPGX:
0.97
SPY:
2.36
FCPGX:
1.12
SPY:
1.32
FCPGX:
0.46
SPY:
2.66
FCPGX:
2.93
SPY:
11.01
FCPGX:
4.22%
SPY:
2.03%
FCPGX:
19.88%
SPY:
12.77%
FCPGX:
-59.11%
SPY:
-55.19%
FCPGX:
-16.92%
SPY:
-2.12%
Returns By Period
In the year-to-date period, FCPGX achieves a -1.28% return, which is significantly lower than SPY's 2.36% return. Over the past 10 years, FCPGX has underperformed SPY with an annualized return of 6.03%, while SPY has yielded a comparatively higher 12.96% annualized return.
FCPGX
-1.28%
-5.90%
-0.16%
11.11%
2.99%
6.03%
SPY
2.36%
-1.07%
7.41%
19.73%
14.21%
12.96%
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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 0.97%, less than SPY's 1.18% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FCPGX Fidelity Small Cap Growth Fund | 0.97% | 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 | 1.18% | 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) has a higher volatility of 6.11% compared to SPDR S&P 500 ETF (SPY) at 3.38%. This indicates that FCPGX's price experiences larger fluctuations and is considered to be riskier than SPY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.