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.
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
Key characteristics
FDSCX:
0.74
CALF:
-0.21
FDSCX:
1.14
CALF:
-0.17
FDSCX:
1.14
CALF:
0.98
FDSCX:
0.72
CALF:
-0.32
FDSCX:
4.32
CALF:
-0.72
FDSCX:
3.29%
CALF:
6.21%
FDSCX:
19.21%
CALF:
20.93%
FDSCX:
-69.56%
CALF:
-47.58%
FDSCX:
-11.72%
CALF:
-9.12%
Returns By Period
In the year-to-date period, FDSCX achieves a 11.44% return, which is significantly higher than CALF's -6.82% return.
FDSCX
11.44%
-6.79%
4.49%
12.38%
7.90%
5.21%
CALF
-6.82%
-4.20%
0.94%
-7.05%
12.09%
N/A
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
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 has not paid dividends to shareholders, while CALF's dividend yield for the trailing twelve months is around 1.11%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FDSCX Fidelity Stock Selector Small Cap Fund | 0.00% | 0.23% | 0.12% | 0.17% | 0.00% | 0.33% | 0.28% | 0.43% | 0.47% | 7.52% | 0.37% | 0.06% |
CALF Pacer US Small Cap Cash Cows 100 ETF | 1.11% | 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 -69.56%, 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
Fidelity Stock Selector Small Cap Fund (FDSCX) has a higher volatility of 6.53% compared to Pacer US Small Cap Cash Cows 100 ETF (CALF) at 5.44%. This indicates that FDSCX's price experiences larger fluctuations and is considered to be riskier than CALF based on this measure. The chart below showcases a comparison of their rolling one-month volatility.