FDESX vs. IJR
Compare and contrast key facts about Fidelity Advisor Diversified Stock Fund Class O (FDESX) and iShares Core S&P Small-Cap ETF (IJR).
FDESX is managed by Fidelity. It was launched on Jul 10, 1970. IJR is a passively managed fund by iShares that tracks the performance of the S&P SmallCap 600 Index. It was launched on May 22, 2000.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FDESX or IJR.
Correlation
The correlation between FDESX and IJR 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
FDESX vs. IJR - Performance Comparison
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Key characteristics
FDESX:
-0.31
IJR:
-0.15
FDESX:
-0.24
IJR:
0.01
FDESX:
0.96
IJR:
1.00
FDESX:
-0.23
IJR:
-0.09
FDESX:
-0.61
IJR:
-0.27
FDESX:
11.45%
IJR:
9.61%
FDESX:
23.78%
IJR:
23.69%
FDESX:
-62.75%
IJR:
-58.15%
FDESX:
-20.29%
IJR:
-17.64%
Returns By Period
In the year-to-date period, FDESX achieves a -6.19% return, which is significantly higher than IJR's -9.79% return. Over the past 10 years, FDESX has underperformed IJR with an annualized return of 4.37%, while IJR has yielded a comparatively higher 7.44% annualized return.
FDESX
-6.19%
5.69%
-18.75%
-7.45%
6.49%
4.37%
IJR
-9.79%
8.60%
-15.57%
-2.96%
13.39%
7.44%
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FDESX vs. IJR - Expense Ratio Comparison
FDESX has a 0.45% expense ratio, which is higher than IJR's 0.07% expense ratio.
Risk-Adjusted Performance
FDESX vs. IJR — Risk-Adjusted Performance Rank
FDESX
IJR
FDESX vs. IJR - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Diversified Stock Fund Class O (FDESX) and iShares Core S&P Small-Cap ETF (IJR). 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.
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Dividends
FDESX vs. IJR - Dividend Comparison
FDESX's dividend yield for the trailing twelve months is around 0.61%, less than IJR's 2.28% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FDESX Fidelity Advisor Diversified Stock Fund Class O | 0.61% | 0.57% | 0.57% | 0.87% | 0.59% | 0.52% | 0.82% | 0.82% | 1.36% | 1.63% | 1.78% | 11.34% |
IJR iShares Core S&P Small-Cap ETF | 2.28% | 2.05% | 1.31% | 1.41% | 1.53% | 1.11% | 1.44% | 1.58% | 1.20% | 1.21% | 1.48% | 1.23% |
Drawdowns
FDESX vs. IJR - Drawdown Comparison
The maximum FDESX drawdown since its inception was -62.75%, which is greater than IJR's maximum drawdown of -58.15%. Use the drawdown chart below to compare losses from any high point for FDESX and IJR. For additional features, visit the drawdowns tool.
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Volatility
FDESX vs. IJR - Volatility Comparison
The current volatility for Fidelity Advisor Diversified Stock Fund Class O (FDESX) is 6.49%, while iShares Core S&P Small-Cap ETF (IJR) has a volatility of 7.25%. This indicates that FDESX experiences smaller price fluctuations and is considered to be less risky than IJR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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