FISVX vs. PSSMX
Compare and contrast key facts about Fidelity Small Cap Value Index Fund (FISVX) and Principal SmallCap S&P 600 Index Fund (PSSMX).
FISVX is managed by Fidelity. It was launched on Jul 11, 2019. PSSMX is managed by Principal. It was launched on Dec 6, 2000.
Performance
FISVX vs. PSSMX - Performance Comparison
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FISVX vs. PSSMX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
FISVX Fidelity Small Cap Value Index Fund | 4.93% | 12.70% | 8.16% | 14.72% | -14.42% | 28.26% | 4.49% | 9.54% |
PSSMX Principal SmallCap S&P 600 Index Fund | 3.33% | 5.34% | 16.60% | 15.18% | -16.69% | 25.39% | 10.65% | 9.06% |
Returns By Period
In the year-to-date period, FISVX achieves a 4.93% return, which is significantly higher than PSSMX's 3.33% return.
FISVX
- 1D
- 2.64%
- 1M
- -4.39%
- YTD
- 4.93%
- 6M
- 7.81%
- 1Y
- 28.12%
- 3Y*
- 13.87%
- 5Y*
- 5.57%
- 10Y*
- —
PSSMX
- 1D
- 2.81%
- 1M
- -4.74%
- YTD
- 3.33%
- 6M
- 4.72%
- 1Y
- 19.51%
- 3Y*
- 12.61%
- 5Y*
- 4.99%
- 10Y*
- 9.90%
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FISVX vs. PSSMX - Expense Ratio Comparison
FISVX has a 0.05% expense ratio, which is lower than PSSMX's 0.73% expense ratio.
Return for Risk
FISVX vs. PSSMX — Risk / Return Rank
FISVX
PSSMX
FISVX vs. PSSMX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Small Cap Value Index Fund (FISVX) and Principal SmallCap S&P 600 Index Fund (PSSMX). 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.
| FISVX | PSSMX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.28 | 0.88 | +0.40 |
Sortino ratioReturn per unit of downside risk | 1.86 | 1.37 | +0.49 |
Omega ratioGain probability vs. loss probability | 1.25 | 1.18 | +0.06 |
Calmar ratioReturn relative to maximum drawdown | 2.02 | 1.37 | +0.65 |
Martin ratioReturn relative to average drawdown | 8.01 | 5.53 | +2.48 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| FISVX | PSSMX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.28 | 0.88 | +0.40 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.26 | 0.23 | +0.03 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.43 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.36 | 0.39 | -0.04 |
Correlation
The correlation between FISVX and PSSMX 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.
Dividends
FISVX vs. PSSMX - Dividend Comparison
FISVX's dividend yield for the trailing twelve months is around 2.08%, less than PSSMX's 9.66% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FISVX Fidelity Small Cap Value Index Fund | 2.08% | 2.18% | 1.70% | 2.06% | 3.69% | 9.55% | 1.33% | 0.62% | 0.00% | 0.00% | 0.00% | 0.00% |
PSSMX Principal SmallCap S&P 600 Index Fund | 9.66% | 9.98% | 15.91% | 3.75% | 10.45% | 8.23% | 1.67% | 6.56% | 13.08% | 6.03% | 6.15% | 8.07% |
Drawdowns
FISVX vs. PSSMX - Drawdown Comparison
The maximum FISVX drawdown since its inception was -44.66%, smaller than the maximum PSSMX drawdown of -58.43%. Use the drawdown chart below to compare losses from any high point for FISVX and PSSMX.
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Drawdown Indicators
| FISVX | PSSMX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -44.66% | -58.43% | +13.77% |
Max Drawdown (1Y)Largest decline over 1 year | -13.82% | -14.85% | +1.03% |
Max Drawdown (5Y)Largest decline over 5 years | -26.50% | -27.01% | +0.51% |
Max Drawdown (10Y)Largest decline over 10 years | — | -44.85% | — |
Current DrawdownCurrent decline from peak | -5.37% | -5.83% | +0.46% |
Average DrawdownAverage peak-to-trough decline | -10.58% | -9.58% | -1.00% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.48% | 3.68% | -0.20% |
Volatility
FISVX vs. PSSMX - Volatility Comparison
Fidelity Small Cap Value Index Fund (FISVX) and Principal SmallCap S&P 600 Index Fund (PSSMX) have volatilities of 6.34% and 6.28%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FISVX | PSSMX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.34% | 6.28% | +0.06% |
Volatility (6M)Calculated over the trailing 6-month period | 13.12% | 13.05% | +0.07% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.07% | 22.67% | -0.60% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.82% | 21.87% | -0.05% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 26.96% | 22.92% | +4.04% |