FESM vs. PVIVX

In the year-to-date period, FESM achieves a -7.77% return, which is significantly higher than PVIVX's -16.72% return.

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FESM has a 0.28% expense ratio, which is lower than PVIVX's 1.25% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Fidelity Enhanced Small Cap ETF (FESM) and Paradigm Micro-cap Fund (PVIVX). 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.

The current FESM Sharpe Ratio is 0.09, which is higher than the PVIVX Sharpe Ratio of -0.58. The chart below compares the historical Sharpe Ratios of FESM and PVIVX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

FESM's dividend yield for the trailing twelve months is around 1.49%, while PVIVX has not paid dividends to shareholders.

The maximum FESM drawdown since its inception was -26.93%, smaller than the maximum PVIVX drawdown of -54.12%. Use the drawdown chart below to compare losses from any high point for FESM and PVIVX. For additional features, visit the drawdowns tool.

The current volatility for Fidelity Enhanced Small Cap ETF (FESM) is 7.28%, while Paradigm Micro-cap Fund (PVIVX) has a volatility of 9.50%. This indicates that FESM experiences smaller price fluctuations and is considered to be less risky than PVIVX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.