FCUEX vs. VSMPX
Compare and contrast key facts about Fiera Capital U.S. Equity Long-Term Quality Fund (FCUEX) and Vanguard Total Stock Market Index Fund Institutional Plus Shares (VSMPX).
FCUEX is managed by Fiera Capital. It was launched on Sep 30, 2019. VSMPX is managed by Vanguard. It was launched on Apr 28, 2015.
Performance
FCUEX vs. VSMPX - Performance Comparison
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FCUEX vs. VSMPX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
FCUEX Fiera Capital U.S. Equity Long-Term Quality Fund | -7.21% | 7.63% | 10.98% | 21.73% | -15.78% | 32.94% | 23.14% | 9.69% |
VSMPX Vanguard Total Stock Market Index Fund Institutional Plus Shares | -6.74% | 17.15% | 23.26% | 26.53% | -19.50% | 25.74% | 21.01% | 9.01% |
Returns By Period
In the year-to-date period, FCUEX achieves a -7.21% return, which is significantly lower than VSMPX's -6.74% return.
FCUEX
- 1D
- 0.70%
- 1M
- -9.05%
- YTD
- -7.21%
- 6M
- -8.11%
- 1Y
- 1.58%
- 3Y*
- 8.32%
- 5Y*
- 7.60%
- 10Y*
- —
VSMPX
- 1D
- -0.46%
- 1M
- -7.71%
- YTD
- -6.74%
- 6M
- -4.46%
- 1Y
- 14.79%
- 3Y*
- 16.72%
- 5Y*
- 10.14%
- 10Y*
- 13.29%
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FCUEX vs. VSMPX - Expense Ratio Comparison
FCUEX has a 1.00% expense ratio, which is higher than VSMPX's 0.02% expense ratio.
Return for Risk
FCUEX vs. VSMPX — Risk / Return Rank
FCUEX
VSMPX
FCUEX vs. VSMPX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fiera Capital U.S. Equity Long-Term Quality Fund (FCUEX) and Vanguard Total Stock Market Index Fund Institutional Plus Shares (VSMPX). 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.
| FCUEX | VSMPX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.17 | 0.84 | -0.67 |
Sortino ratioReturn per unit of downside risk | 0.35 | 1.30 | -0.94 |
Omega ratioGain probability vs. loss probability | 1.05 | 1.20 | -0.15 |
Calmar ratioReturn relative to maximum drawdown | 0.07 | 1.05 | -0.98 |
Martin ratioReturn relative to average drawdown | 0.22 | 5.10 | -4.87 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| FCUEX | VSMPX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.17 | 0.84 | -0.67 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.49 | 0.59 | -0.10 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.73 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.60 | 0.73 | -0.13 |
Correlation
The correlation between FCUEX and VSMPX is 0.89, 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.
Dividends
FCUEX vs. VSMPX - Dividend Comparison
FCUEX's dividend yield for the trailing twelve months is around 1.01%, less than VSMPX's 1.22% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
FCUEX Fiera Capital U.S. Equity Long-Term Quality Fund | 1.01% | 0.94% | 1.34% | 0.29% | 3.47% | 0.86% | 1.20% | 0.26% | 0.00% | 0.00% | 0.00% |
VSMPX Vanguard Total Stock Market Index Fund Institutional Plus Shares | 1.22% | 1.13% | 1.27% | 1.43% | 1.67% | 1.22% | 1.43% | 1.78% | 2.05% | 1.73% | 1.95% |
Drawdowns
FCUEX vs. VSMPX - Drawdown Comparison
The maximum FCUEX drawdown since its inception was -33.02%, smaller than the maximum VSMPX drawdown of -34.97%. Use the drawdown chart below to compare losses from any high point for FCUEX and VSMPX.
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Drawdown Indicators
| FCUEX | VSMPX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -33.02% | -34.97% | +1.95% |
Max Drawdown (1Y)Largest decline over 1 year | -11.33% | -12.41% | +1.08% |
Max Drawdown (5Y)Largest decline over 5 years | -25.24% | -25.35% | +0.11% |
Max Drawdown (10Y)Largest decline over 10 years | — | -34.97% | — |
Current DrawdownCurrent decline from peak | -10.71% | -8.92% | -1.79% |
Average DrawdownAverage peak-to-trough decline | -5.42% | -4.65% | -0.77% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.48% | 2.56% | +0.92% |
Volatility
FCUEX vs. VSMPX - Volatility Comparison
The current volatility for Fiera Capital U.S. Equity Long-Term Quality Fund (FCUEX) is 4.05%, while Vanguard Total Stock Market Index Fund Institutional Plus Shares (VSMPX) has a volatility of 4.39%. This indicates that FCUEX experiences smaller price fluctuations and is considered to be less risky than VSMPX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FCUEX | VSMPX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.05% | 4.39% | -0.34% |
Volatility (6M)Calculated over the trailing 6-month period | 7.74% | 9.33% | -1.59% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.88% | 18.42% | -3.54% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.60% | 17.32% | -1.72% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.54% | 18.37% | +1.17% |