FDSCX vs. VOO
Compare and contrast key facts about Fidelity Stock Selector Small Cap Fund (FDSCX) and Vanguard S&P 500 ETF (VOO).
FDSCX is managed by Fidelity. It was launched on Jun 28, 1993. VOO is a passively managed fund by Vanguard that tracks the performance of the S&P 500 Index. It was launched on Sep 7, 2010.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FDSCX or VOO.
Key characteristics
| FDSCX | VOO | |
|---|---|---|
| YTD Return | 21.20% | 23.75% |
| 1Y Return | 37.95% | 35.49% |
| 3Y Return (Ann) | 6.65% | 11.02% |
| 5Y Return (Ann) | 14.32% | 16.24% |
| 10Y Return (Ann) | 11.98% | 14.04% |
| Sharpe Ratio | 2.07 | 2.85 |
| Sortino Ratio | 2.85 | 3.80 |
| Omega Ratio | 1.34 | 1.52 |
| Calmar Ratio | 1.60 | 3.05 |
| Martin Ratio | 12.47 | 17.77 |
| Ulcer Index | 3.16% | 2.00% |
| Daily Std Dev | 19.09% | 12.45% |
| Max Drawdown | -65.48% | -33.99% |
| Current Drawdown | 0.00% | -0.34% |
Correlation
The correlation between FDSCX and VOO is 0.85, 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. VOO - Performance Comparison
In the year-to-date period, FDSCX achieves a 21.20% return, which is significantly lower than VOO's 23.75% return. Over the past 10 years, FDSCX has underperformed VOO with an annualized return of 11.98%, while VOO has yielded a comparatively higher 14.04% 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. VOO - Expense Ratio Comparison
FDSCX has a 0.90% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
FDSCX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Stock Selector Small Cap Fund (FDSCX) and Vanguard S&P 500 ETF (VOO). 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. VOO - Dividend Comparison
FDSCX's dividend yield for the trailing twelve months is around 0.19%, less than VOO's 1.26% 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% |
VOO Vanguard S&P 500 ETF | 1.26% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% | 1.84% |
Drawdowns
FDSCX vs. VOO - Drawdown Comparison
The maximum FDSCX drawdown since its inception was -65.48%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for FDSCX and VOO. For additional features, visit the drawdowns tool.
Volatility
FDSCX vs. VOO - Volatility Comparison
Fidelity Stock Selector Small Cap Fund (FDSCX) has a higher volatility of 4.08% compared to Vanguard S&P 500 ETF (VOO) at 3.04%. This indicates that FDSCX's price experiences larger fluctuations and is considered to be riskier than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.