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.
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
Key characteristics
FDSCX:
0.55
VOO:
1.89
FDSCX:
0.90
VOO:
2.54
FDSCX:
1.11
VOO:
1.35
FDSCX:
0.66
VOO:
2.83
FDSCX:
2.09
VOO:
11.83
FDSCX:
4.85%
VOO:
2.02%
FDSCX:
18.37%
VOO:
12.66%
FDSCX:
-69.56%
VOO:
-33.99%
FDSCX:
-9.86%
VOO:
-0.42%
Returns By Period
In the year-to-date period, FDSCX achieves a 1.21% return, which is significantly lower than VOO's 4.17% return. Over the past 10 years, FDSCX has underperformed VOO with an annualized return of 5.04%, while VOO has yielded a comparatively higher 13.26% annualized return.
FDSCX
1.21%
-3.95%
0.46%
11.52%
8.07%
5.04%
VOO
4.17%
1.23%
10.51%
24.45%
14.68%
13.26%
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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 Rank
FDSCX
VOO
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 0.75%, less than VOO's 1.19% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FDSCX Fidelity Stock Selector Small Cap Fund | 0.75% | 0.76% | 0.23% | 0.12% | 0.17% | 0.00% | 0.33% | 0.28% | 0.43% | 0.47% | 7.52% | 0.37% |
VOO Vanguard S&P 500 ETF | 1.19% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
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 4.17% compared to Vanguard S&P 500 ETF (VOO) at 2.94%. 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.