FDSCX vs. IWM
Compare and contrast key facts about Fidelity Stock Selector Small Cap Fund (FDSCX) and iShares Russell 2000 ETF (IWM).
FDSCX is managed by Fidelity. It was launched on Jun 28, 1993. IWM is a passively managed fund by iShares that tracks the performance of the Russell 2000 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: FDSCX or IWM.
Key characteristics
| FDSCX | IWM | |
|---|---|---|
| YTD Return | 21.20% | 13.96% |
| 1Y Return | 37.95% | 31.22% |
| 3Y Return (Ann) | 6.65% | 1.61% |
| 5Y Return (Ann) | 14.32% | 9.69% |
| 10Y Return (Ann) | 11.98% | 9.22% |
| Sharpe Ratio | 2.07 | 1.54 |
| Sortino Ratio | 2.85 | 2.22 |
| Omega Ratio | 1.34 | 1.26 |
| Calmar Ratio | 1.60 | 1.05 |
| Martin Ratio | 12.47 | 8.35 |
| Ulcer Index | 3.16% | 3.91% |
| Daily Std Dev | 19.09% | 21.29% |
| Max Drawdown | -65.48% | -59.05% |
| Current Drawdown | 0.00% | -2.62% |
Correlation
The correlation between FDSCX and IWM 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.
Performance
FDSCX vs. IWM - Performance Comparison
In the year-to-date period, FDSCX achieves a 21.20% return, which is significantly higher than IWM's 13.96% return. Over the past 10 years, FDSCX has outperformed IWM with an annualized return of 11.98%, while IWM has yielded a comparatively lower 9.22% annualized 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. IWM - Expense Ratio Comparison
FDSCX has a 0.90% expense ratio, which is higher than IWM's 0.19% expense ratio.
Risk-Adjusted Performance
FDSCX vs. IWM - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Stock Selector Small Cap Fund (FDSCX) and iShares Russell 2000 ETF (IWM). 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. IWM - Dividend Comparison
FDSCX's dividend yield for the trailing twelve months is around 0.19%, less than IWM's 1.13% 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% |
IWM iShares Russell 2000 ETF | 1.13% | 1.35% | 1.48% | 0.94% | 1.04% | 1.26% | 1.40% | 1.26% | 1.38% | 1.54% | 1.26% | 1.23% |
Drawdowns
FDSCX vs. IWM - Drawdown Comparison
The maximum FDSCX drawdown since its inception was -65.48%, which is greater than IWM's maximum drawdown of -59.05%. Use the drawdown chart below to compare losses from any high point for FDSCX and IWM. For additional features, visit the drawdowns tool.
Volatility
FDSCX vs. IWM - Volatility Comparison
The current volatility for Fidelity Stock Selector Small Cap Fund (FDSCX) is 4.08%, while iShares Russell 2000 ETF (IWM) has a volatility of 4.54%. This indicates that FDSCX experiences smaller price fluctuations and is considered to be less risky than IWM based on this measure. The chart below showcases a comparison of their rolling one-month volatility.