FDSCX vs. CALF
Compare and contrast key facts about Fidelity Stock Selector Small Cap Fund (FDSCX) and Pacer US Small Cap Cash Cows 100 ETF (CALF).
FDSCX is managed by Fidelity. It was launched on Jun 28, 1993. CALF is a passively managed fund by Pacer Advisors that tracks the performance of the Pacer US Small Cap Cash Cows Index. It was launched on Jun 16, 2017.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FDSCX or CALF.
Key characteristics
| FDSCX | CALF | |
|---|---|---|
| YTD Return | 21.20% | -1.26% |
| 1Y Return | 41.02% | 16.57% |
| 3Y Return (Ann) | 6.54% | 4.36% |
| 5Y Return (Ann) | 14.31% | 15.32% |
| Sharpe Ratio | 1.99 | 0.72 |
| Sortino Ratio | 2.76 | 1.17 |
| Omega Ratio | 1.33 | 1.13 |
| Calmar Ratio | 1.55 | 1.08 |
| Martin Ratio | 12.63 | 2.56 |
| Ulcer Index | 3.00% | 5.86% |
| Daily Std Dev | 19.07% | 20.96% |
| Max Drawdown | -65.48% | -47.58% |
| Current Drawdown | 0.00% | -3.70% |
Correlation
The correlation between FDSCX and CALF is 0.86, 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
FDSCX vs. CALF - Performance Comparison
In the year-to-date period, FDSCX achieves a 21.20% return, which is significantly higher than CALF's -1.26% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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FDSCX vs. CALF - Expense Ratio Comparison
FDSCX has a 0.90% expense ratio, which is higher than CALF's 0.59% expense ratio.
Risk-Adjusted Performance
FDSCX vs. CALF - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Stock Selector Small Cap Fund (FDSCX) and Pacer US Small Cap Cash Cows 100 ETF (CALF). 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
FDSCX vs. CALF - Dividend Comparison
FDSCX's dividend yield for the trailing twelve months is around 0.19%, less than CALF's 1.05% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FDSCX Fidelity Stock Selector Small Cap Fund | 0.19% | 0.23% | 0.12% | 10.85% | 1.40% | 2.13% | 22.39% | 10.45% | 1.63% | 7.52% | 9.57% | 4.83% |
CALF Pacer US Small Cap Cash Cows 100 ETF | 1.05% | 1.18% | 0.85% | 2.63% | 0.82% | 0.99% | 1.39% | 0.70% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
FDSCX vs. CALF - Drawdown Comparison
The maximum FDSCX drawdown since its inception was -65.48%, which is greater than CALF's maximum drawdown of -47.58%. Use the drawdown chart below to compare losses from any high point for FDSCX and CALF. For additional features, visit the drawdowns tool.
Volatility
FDSCX vs. CALF - Volatility Comparison
The current volatility for Fidelity Stock Selector Small Cap Fund (FDSCX) is 4.09%, while Pacer US Small Cap Cash Cows 100 ETF (CALF) has a volatility of 5.02%. This indicates that FDSCX experiences smaller price fluctuations and is considered to be less risky than CALF based on this measure. The chart below showcases a comparison of their rolling one-month volatility.