FDSCX vs. IJR
Compare and contrast key facts about Fidelity Stock Selector Small Cap Fund (FDSCX) and iShares Core S&P Small-Cap ETF (IJR).
FDSCX is managed by Fidelity. It was launched on Jun 28, 1993. 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.
Performance
FDSCX vs. IJR - Performance Comparison
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FDSCX vs. IJR - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FDSCX Fidelity Stock Selector Small Cap Fund | 5.17% | 14.33% | 14.51% | 19.46% | -18.28% | 24.76% | 21.76% | 30.42% | -8.90% | 11.25% |
IJR iShares Core S&P Small-Cap ETF | 4.53% | 5.89% | 8.63% | 16.06% | -16.20% | 26.58% | 11.28% | 22.82% | -8.51% | 13.15% |
Returns By Period
In the year-to-date period, FDSCX achieves a 5.17% return, which is significantly higher than IJR's 4.53% return. Over the past 10 years, FDSCX has outperformed IJR with an annualized return of 12.12%, while IJR has yielded a comparatively lower 10.05% annualized return.
FDSCX
- 1D
- 0.98%
- 1M
- -2.75%
- YTD
- 5.17%
- 6M
- 10.82%
- 1Y
- 29.48%
- 3Y*
- 16.27%
- 5Y*
- 7.95%
- 10Y*
- 12.12%
IJR
- 1D
- 0.41%
- 1M
- -2.76%
- YTD
- 4.53%
- 6M
- 5.58%
- 1Y
- 19.56%
- 3Y*
- 10.79%
- 5Y*
- 4.27%
- 10Y*
- 10.05%
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FDSCX vs. IJR - Expense Ratio Comparison
FDSCX has a 0.90% expense ratio, which is higher than IJR's 0.06% expense ratio.
Return for Risk
FDSCX vs. IJR — Risk / Return Rank
FDSCX
IJR
FDSCX vs. IJR - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Stock Selector Small Cap Fund (FDSCX) 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.
| FDSCX | IJR | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.43 | 0.87 | +0.56 |
Sortino ratioReturn per unit of downside risk | 2.07 | 1.36 | +0.71 |
Omega ratioGain probability vs. loss probability | 1.28 | 1.18 | +0.10 |
Calmar ratioReturn relative to maximum drawdown | 2.34 | 1.44 | +0.90 |
Martin ratioReturn relative to average drawdown | 9.85 | 5.78 | +4.07 |
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
| FDSCX | IJR | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.43 | 0.87 | +0.56 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.37 | 0.20 | +0.17 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.56 | 0.44 | +0.12 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.40 | 0.42 | -0.01 |
Correlation
The correlation between FDSCX and IJR is 0.94, 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
FDSCX vs. IJR - Dividend Comparison
FDSCX's dividend yield for the trailing twelve months is around 0.68%, less than IJR's 1.27% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FDSCX Fidelity Stock Selector Small Cap Fund | 0.68% | 0.72% | 2.71% | 0.23% | 0.12% | 10.85% | 1.40% | 2.13% | 22.39% | 10.02% | 1.63% | 7.06% |
IJR iShares Core S&P Small-Cap ETF | 1.27% | 1.44% | 2.05% | 1.31% | 1.41% | 1.53% | 1.11% | 1.44% | 1.58% | 1.20% | 1.22% | 1.48% |
Drawdowns
FDSCX vs. IJR - Drawdown Comparison
The maximum FDSCX drawdown since its inception was -65.47%, which is greater than IJR's maximum drawdown of -58.15%. Use the drawdown chart below to compare losses from any high point for FDSCX and IJR.
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Drawdown Indicators
| FDSCX | IJR | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -65.47% | -58.15% | -7.32% |
Max Drawdown (1Y)Largest decline over 1 year | -10.04% | -8.68% | -1.36% |
Max Drawdown (5Y)Largest decline over 5 years | -30.56% | -28.02% | -2.54% |
Max Drawdown (10Y)Largest decline over 10 years | -38.43% | -44.36% | +5.93% |
Current DrawdownCurrent decline from peak | -5.54% | -4.88% | -0.66% |
Average DrawdownAverage peak-to-trough decline | -11.28% | -9.33% | -1.95% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.28% | 3.69% | -0.41% |
Volatility
FDSCX vs. IJR - Volatility Comparison
Fidelity Stock Selector Small Cap Fund (FDSCX) has a higher volatility of 7.92% compared to iShares Core S&P Small-Cap ETF (IJR) at 6.23%. This indicates that FDSCX'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.
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Volatility by Period
| FDSCX | IJR | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.92% | 6.23% | +1.69% |
Volatility (6M)Calculated over the trailing 6-month period | 13.53% | 12.99% | +0.54% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.45% | 22.66% | -0.21% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.63% | 21.50% | +0.13% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.82% | 22.90% | -1.08% |