FDSCX vs. SPY
Compare and contrast key facts about Fidelity Stock Selector Small Cap Fund (FDSCX) and State Street SPDR S&P 500 ETF (SPY).
FDSCX is managed by Fidelity. It was launched on Jun 28, 1993. SPY is a passively managed fund by State Street that tracks the performance of the S&P 500 Index. It was launched on Jan 22, 1993.
Performance
FDSCX vs. SPY - Performance Comparison
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FDSCX vs. SPY - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FDSCX Fidelity Stock Selector Small Cap Fund | 0.40% | 14.33% | 14.51% | 19.46% | -18.28% | 24.76% | 21.76% | 30.42% | -8.90% | 11.25% |
SPY State Street SPDR S&P 500 ETF | -4.37% | 17.72% | 24.89% | 26.18% | -18.18% | 28.73% | 18.33% | 31.22% | -4.57% | 21.71% |
Returns By Period
In the year-to-date period, FDSCX achieves a 0.40% return, which is significantly higher than SPY's -4.37% return. Over the past 10 years, FDSCX has underperformed SPY with an annualized return of 11.60%, while SPY has yielded a comparatively higher 13.98% annualized return.
FDSCX
- 1D
- -1.78%
- 1M
- -8.42%
- YTD
- 0.40%
- 6M
- 5.71%
- 1Y
- 26.34%
- 3Y*
- 14.49%
- 5Y*
- 7.30%
- 10Y*
- 11.60%
SPY
- 1D
- 2.91%
- 1M
- -4.94%
- YTD
- -4.37%
- 6M
- -1.82%
- 1Y
- 17.59%
- 3Y*
- 18.19%
- 5Y*
- 11.69%
- 10Y*
- 13.98%
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FDSCX vs. SPY - Expense Ratio Comparison
FDSCX has a 0.90% expense ratio, which is higher than SPY's 0.09% expense ratio.
Return for Risk
FDSCX vs. SPY — Risk / Return Rank
FDSCX
SPY
FDSCX vs. SPY - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Stock Selector Small Cap Fund (FDSCX) and State Street SPDR S&P 500 ETF (SPY). 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 | SPY | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.18 | 0.93 | +0.25 |
Sortino ratioReturn per unit of downside risk | 1.75 | 1.45 | +0.29 |
Omega ratioGain probability vs. loss probability | 1.23 | 1.22 | +0.01 |
Calmar ratioReturn relative to maximum drawdown | 1.71 | 1.53 | +0.19 |
Martin ratioReturn relative to average drawdown | 7.32 | 7.30 | +0.02 |
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 | SPY | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.18 | 0.93 | +0.25 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.34 | 0.69 | -0.35 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.53 | 0.78 | -0.25 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.40 | 0.56 | -0.16 |
Correlation
The correlation between FDSCX and SPY is 0.81, 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. SPY - Dividend Comparison
FDSCX's dividend yield for the trailing twelve months is around 0.72%, less than SPY's 1.14% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FDSCX Fidelity Stock Selector Small Cap Fund | 0.72% | 0.72% | 2.71% | 0.23% | 0.12% | 10.85% | 1.40% | 2.13% | 22.39% | 10.02% | 1.63% | 7.06% |
SPY State Street SPDR S&P 500 ETF | 1.14% | 1.07% | 1.21% | 1.40% | 1.65% | 1.20% | 1.52% | 1.75% | 2.04% | 1.80% | 2.03% | 2.06% |
Drawdowns
FDSCX vs. SPY - Drawdown Comparison
The maximum FDSCX drawdown since its inception was -65.47%, which is greater than SPY's maximum drawdown of -55.19%. Use the drawdown chart below to compare losses from any high point for FDSCX and SPY.
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Drawdown Indicators
| FDSCX | SPY | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -65.47% | -55.19% | -10.28% |
Max Drawdown (1Y)Largest decline over 1 year | -13.84% | -12.05% | -1.79% |
Max Drawdown (5Y)Largest decline over 5 years | -30.56% | -24.50% | -6.06% |
Max Drawdown (10Y)Largest decline over 10 years | -38.43% | -33.72% | -4.71% |
Current DrawdownCurrent decline from peak | -9.82% | -6.24% | -3.58% |
Average DrawdownAverage peak-to-trough decline | -11.28% | -9.09% | -2.19% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.24% | 2.52% | +0.72% |
Volatility
FDSCX vs. SPY - Volatility Comparison
Fidelity Stock Selector Small Cap Fund (FDSCX) has a higher volatility of 6.89% compared to State Street SPDR S&P 500 ETF (SPY) at 5.31%. This indicates that FDSCX's price experiences larger fluctuations and is considered to be riskier than SPY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FDSCX | SPY | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.89% | 5.31% | +1.58% |
Volatility (6M)Calculated over the trailing 6-month period | 13.00% | 9.47% | +3.53% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.18% | 19.05% | +3.13% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.58% | 17.06% | +4.52% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.79% | 17.92% | +3.87% |