FESM vs. VIOG
Compare and contrast key facts about Fidelity Enhanced Small Cap ETF (FESM) and Vanguard S&P Small-Cap 600 Growth ETF (VIOG).
FESM and VIOG are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. FESM is an actively managed fund by Fidelity. It was launched on Dec 20, 2007. VIOG is a passively managed fund by Vanguard that tracks the performance of the S&P SmallCap 600 Growth 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: FESM or VIOG.
Key characteristics
| FESM | VIOG | |
|---|---|---|
| YTD Return | 25.27% | 18.26% |
| Daily Std Dev | 20.25% | 20.22% |
| Max Drawdown | -9.60% | -41.73% |
| Current Drawdown | 0.00% | -0.10% |
Correlation
The correlation between FESM and VIOG is 0.97, 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
FESM vs. VIOG - Performance Comparison
In the year-to-date period, FESM achieves a 25.27% return, which is significantly higher than VIOG's 18.26% 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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FESM vs. VIOG - Expense Ratio Comparison
FESM has a 0.28% expense ratio, which is higher than VIOG's 0.15% expense ratio.
Risk-Adjusted Performance
FESM vs. VIOG - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Enhanced Small Cap ETF (FESM) and Vanguard S&P Small-Cap 600 Growth ETF (VIOG). 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.
Not enough dataDividends
FESM vs. VIOG - Dividend Comparison
FESM's dividend yield for the trailing twelve months is around 0.60%, less than VIOG's 1.04% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FESM Fidelity Enhanced Small Cap ETF | 0.60% | 0.06% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
VIOG Vanguard S&P Small-Cap 600 Growth ETF | 1.04% | 1.15% | 1.17% | 0.69% | 0.68% | 1.09% | 0.76% | 0.87% | 0.92% | 1.04% | 0.72% | 0.52% |
Drawdowns
FESM vs. VIOG - Drawdown Comparison
The maximum FESM drawdown since its inception was -9.60%, smaller than the maximum VIOG drawdown of -41.73%. Use the drawdown chart below to compare losses from any high point for FESM and VIOG. For additional features, visit the drawdowns tool.
Volatility
FESM vs. VIOG - Volatility Comparison
The current volatility for Fidelity Enhanced Small Cap ETF (FESM) is 6.94%, while Vanguard S&P Small-Cap 600 Growth ETF (VIOG) has a volatility of 7.36%. This indicates that FESM experiences smaller price fluctuations and is considered to be less risky than VIOG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.