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
Key characteristics
FDESX:
0.65
IJR:
0.44
FDESX:
0.89
IJR:
0.77
FDESX:
1.15
IJR:
1.09
FDESX:
0.80
IJR:
0.72
FDESX:
3.52
IJR:
2.38
FDESX:
3.50%
IJR:
3.62%
FDESX:
18.81%
IJR:
19.64%
FDESX:
-62.74%
IJR:
-58.15%
FDESX:
-15.45%
IJR:
-8.70%
Returns By Period
Over the past 10 years, FDESX has outperformed IJR with an annualized return of 11.00%, while IJR has yielded a comparatively lower 9.00% annualized return.
FDESX
0.00%
-14.22%
-6.72%
12.32%
13.35%
11.00%
IJR
0.00%
-8.09%
9.79%
8.63%
8.28%
9.00%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
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 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.
Dividends
FDESX vs. IJR - Dividend Comparison
FDESX has not paid dividends to shareholders, while IJR's dividend yield for the trailing twelve months is around 2.05%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
FDESX Fidelity Advisor Diversified Stock Fund Class O | 0.00% | 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 | 2.05% | 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 -62.74%, 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.
Volatility
FDESX vs. IJR - Volatility Comparison
Fidelity Advisor Diversified Stock Fund Class O (FDESX) has a higher volatility of 12.38% compared to iShares Core S&P Small-Cap ETF (IJR) at 5.08%. This indicates that FDESX's price experiences larger fluctuations and is considered to be riskier than IJR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.