FJACX vs. VIOO
Compare and contrast key facts about Fidelity Series Small Cap Discovery Fund (FJACX) and Vanguard S&P Small-Cap 600 ETF (VIOO).
FJACX is managed by Fidelity. It was launched on Nov 7, 2013. VIOO is a passively managed fund by Vanguard that tracks the performance of the S&P SmallCap 600 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: FJACX or VIOO.
Correlation
The correlation between FJACX and VIOO is 0.93, 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
FJACX vs. VIOO - Performance Comparison
Key characteristics
FJACX:
-0.04
VIOO:
0.91
FJACX:
0.08
VIOO:
1.41
FJACX:
1.01
VIOO:
1.17
FJACX:
-0.02
VIOO:
1.47
FJACX:
-0.09
VIOO:
4.24
FJACX:
8.18%
VIOO:
4.16%
FJACX:
19.06%
VIOO:
19.42%
FJACX:
-48.98%
VIOO:
-44.15%
FJACX:
-24.51%
VIOO:
-5.96%
Returns By Period
In the year-to-date period, FJACX achieves a 4.04% return, which is significantly higher than VIOO's 3.11% return. Over the past 10 years, FJACX has underperformed VIOO with an annualized return of 2.02%, while VIOO has yielded a comparatively higher 9.32% annualized return.
FJACX
4.04%
2.82%
3.94%
-2.16%
0.70%
2.02%
VIOO
3.11%
2.99%
9.22%
17.30%
9.40%
9.32%
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FJACX vs. VIOO - Expense Ratio Comparison
FJACX has a 0.00% expense ratio, which is lower than VIOO's 0.10% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Risk-Adjusted Performance
FJACX vs. VIOO — Risk-Adjusted Performance Rank
FJACX
VIOO
FJACX vs. VIOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Series Small Cap Discovery Fund (FJACX) and Vanguard S&P Small-Cap 600 ETF (VIOO). 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
FJACX vs. VIOO - Dividend Comparison
FJACX's dividend yield for the trailing twelve months is around 1.09%, less than VIOO's 1.44% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FJACX Fidelity Series Small Cap Discovery Fund | 1.09% | 1.13% | 1.10% | 1.47% | 0.98% | 0.98% | 1.37% | 1.97% | 1.15% | 0.45% | 5.89% | 0.19% |
VIOO Vanguard S&P Small-Cap 600 ETF | 1.44% | 1.48% | 1.47% | 1.51% | 1.16% | 1.09% | 1.37% | 1.32% | 1.11% | 0.95% | 1.26% | 1.06% |
Drawdowns
FJACX vs. VIOO - Drawdown Comparison
The maximum FJACX drawdown since its inception was -48.98%, which is greater than VIOO's maximum drawdown of -44.15%. Use the drawdown chart below to compare losses from any high point for FJACX and VIOO. For additional features, visit the drawdowns tool.
Volatility
FJACX vs. VIOO - Volatility Comparison
The current volatility for Fidelity Series Small Cap Discovery Fund (FJACX) is 4.43%, while Vanguard S&P Small-Cap 600 ETF (VIOO) has a volatility of 4.69%. This indicates that FJACX experiences smaller price fluctuations and is considered to be less risky than VIOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.