FDSCX vs. VBR
Compare and contrast key facts about Fidelity Stock Selector Small Cap Fund (FDSCX) and Vanguard Small-Cap Value ETF (VBR).
FDSCX is managed by Fidelity. It was launched on Jun 28, 1993. VBR is a passively managed fund by Vanguard that tracks the performance of the CRSP US Small Cap Value Index. It was launched on Jan 26, 2004.
Performance
FDSCX vs. VBR - Performance Comparison
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FDSCX vs. VBR - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FDSCX Fidelity Stock Selector Small Cap Fund | 4.16% | 14.33% | 14.51% | 19.46% | -18.28% | 24.76% | 21.76% | 30.42% | -8.90% | 11.25% |
VBR Vanguard Small-Cap Value ETF | 3.59% | 9.09% | 12.40% | 16.00% | -9.38% | 28.08% | 5.90% | 22.78% | -12.28% | 11.81% |
Returns By Period
In the year-to-date period, FDSCX achieves a 4.16% return, which is significantly higher than VBR's 3.59% return. Over the past 10 years, FDSCX has outperformed VBR with an annualized return of 12.01%, while VBR has yielded a comparatively lower 10.14% annualized return.
FDSCX
- 1D
- 3.74%
- 1M
- -5.35%
- YTD
- 4.16%
- 6M
- 9.69%
- 1Y
- 30.72%
- 3Y*
- 15.90%
- 5Y*
- 7.74%
- 10Y*
- 12.01%
VBR
- 1D
- 0.41%
- 1M
- -4.79%
- YTD
- 3.59%
- 6M
- 5.25%
- 1Y
- 19.13%
- 3Y*
- 13.58%
- 5Y*
- 7.64%
- 10Y*
- 10.14%
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FDSCX vs. VBR - Expense Ratio Comparison
FDSCX has a 0.90% expense ratio, which is higher than VBR's 0.07% expense ratio.
Return for Risk
FDSCX vs. VBR — Risk / Return Rank
FDSCX
VBR
FDSCX vs. VBR - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Stock Selector Small Cap Fund (FDSCX) and Vanguard Small-Cap Value ETF (VBR). 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 | VBR | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.39 | 0.93 | +0.46 |
Sortino ratioReturn per unit of downside risk | 2.02 | 1.43 | +0.59 |
Omega ratioGain probability vs. loss probability | 1.27 | 1.19 | +0.08 |
Calmar ratioReturn relative to maximum drawdown | 2.22 | 1.37 | +0.85 |
Martin ratioReturn relative to average drawdown | 9.40 | 5.62 | +3.78 |
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 | VBR | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.39 | 0.93 | +0.46 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.36 | 0.39 | -0.03 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.55 | 0.47 | +0.08 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.40 | 0.40 | 0.00 |
Correlation
The correlation between FDSCX and VBR 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. VBR - Dividend Comparison
FDSCX's dividend yield for the trailing twelve months is around 0.69%, less than VBR's 1.90% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FDSCX Fidelity Stock Selector Small Cap Fund | 0.69% | 0.72% | 2.71% | 0.23% | 0.12% | 10.85% | 1.40% | 2.13% | 22.39% | 10.02% | 1.63% | 7.06% |
VBR Vanguard Small-Cap Value ETF | 1.90% | 1.95% | 1.98% | 2.12% | 2.03% | 1.75% | 1.68% | 2.06% | 2.35% | 1.79% | 1.77% | 1.99% |
Drawdowns
FDSCX vs. VBR - Drawdown Comparison
The maximum FDSCX drawdown since its inception was -65.47%, which is greater than VBR's maximum drawdown of -61.98%. Use the drawdown chart below to compare losses from any high point for FDSCX and VBR.
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Drawdown Indicators
| FDSCX | VBR | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -65.47% | -61.98% | -3.49% |
Max Drawdown (1Y)Largest decline over 1 year | -13.84% | -14.18% | +0.34% |
Max Drawdown (5Y)Largest decline over 5 years | -30.56% | -24.19% | -6.37% |
Max Drawdown (10Y)Largest decline over 10 years | -38.43% | -45.28% | +6.85% |
Current DrawdownCurrent decline from peak | -6.45% | -5.75% | -0.70% |
Average DrawdownAverage peak-to-trough decline | -11.28% | -8.32% | -2.96% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.27% | 3.46% | -0.19% |
Volatility
FDSCX vs. VBR - Volatility Comparison
Fidelity Stock Selector Small Cap Fund (FDSCX) has a higher volatility of 7.99% compared to Vanguard Small-Cap Value ETF (VBR) at 5.40%. This indicates that FDSCX's price experiences larger fluctuations and is considered to be riskier than VBR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FDSCX | VBR | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.99% | 5.40% | +2.59% |
Volatility (6M)Calculated over the trailing 6-month period | 13.50% | 11.29% | +2.21% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.44% | 20.64% | +1.80% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.64% | 19.85% | +1.79% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.82% | 21.73% | +0.09% |