FFSM vs. FCPGX

In the year-to-date period, FFSM achieves a 14.81% return, which is significantly lower than FCPGX's 20.94% return.

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

FFSM has a 0.43% expense ratio, which is lower than FCPGX's 1.00% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Fidelity Fundamental Small-Mid Cap ETF (FFSM) and Fidelity Small Cap Growth Fund (FCPGX). 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 FFSM Sharpe Ratio is 0.94, which is comparable to the FCPGX Sharpe Ratio of 1.16. The chart below compares the historical Sharpe Ratios of FFSM and FCPGX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

FFSM's dividend yield for the trailing twelve months is around 0.62%, less than FCPGX's 0.84% yield.

The maximum FFSM drawdown since its inception was -26.65%, smaller than the maximum FCPGX drawdown of -59.11%. Use the drawdown chart below to compare losses from any high point for FFSM and FCPGX. For additional features, visit the drawdowns tool.

The current volatility for Fidelity Fundamental Small-Mid Cap ETF (FFSM) is 4.86%, while Fidelity Small Cap Growth Fund (FCPGX) has a volatility of 5.93%. This indicates that FFSM experiences smaller price fluctuations and is considered to be less risky than FCPGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.