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.
Performance
FDSCX vs. VOO - Performance Comparison
Returns By Period
In the year-to-date period, FDSCX achieves a 19.56% return, which is significantly lower than VOO's 25.02% return. Over the past 10 years, FDSCX has underperformed VOO with an annualized return of 5.19%, while VOO has yielded a comparatively higher 13.11% annualized return.
FDSCX
19.56%
-0.92%
8.63%
35.20%
9.89%
5.19%
VOO
25.02%
0.63%
11.74%
32.35%
15.50%
13.11%
Key characteristics
| FDSCX | VOO | |
|---|---|---|
| Sharpe Ratio | 1.95 | 2.67 |
| Sortino Ratio | 2.74 | 3.56 |
| Omega Ratio | 1.33 | 1.50 |
| Calmar Ratio | 1.38 | 3.85 |
| Martin Ratio | 12.11 | 17.51 |
| Ulcer Index | 3.04% | 1.86% |
| Daily Std Dev | 18.86% | 12.23% |
| Max Drawdown | -69.56% | -33.99% |
| Current Drawdown | -5.07% | -1.76% |
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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.
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.
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 1.25% 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% | 0.17% | 0.00% | 0.33% | 0.28% | 0.43% | 0.47% | 7.52% | 0.37% | 0.06% |
VOO Vanguard S&P 500 ETF | 1.25% | 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 -69.56%, 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 6.67% compared to Vanguard S&P 500 ETF (VOO) at 4.09%. 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.