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 0.80, 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:
-0.56
VIOO:
-0.10
FJACX:
-0.66
VIOO:
0.02
FJACX:
0.91
VIOO:
1.00
FJACX:
-0.32
VIOO:
-0.09
FJACX:
-1.24
VIOO:
-0.25
FJACX:
10.20%
VIOO:
9.59%
FJACX:
22.94%
VIOO:
23.76%
FJACX:
-48.98%
VIOO:
-44.15%
FJACX:
-30.51%
VIOO:
-17.74%
Returns By Period
In the year-to-date period, FJACX achieves a -4.23% return, which is significantly higher than VIOO's -9.80% return. Over the past 10 years, FJACX has underperformed VIOO with an annualized return of 0.68%, while VIOO has yielded a comparatively higher 7.51% annualized return.
FJACX
-4.23%
14.38%
-12.46%
-12.70%
4.59%
0.68%
VIOO
-9.80%
14.14%
-15.05%
-2.25%
12.13%
7.51%
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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 1.18%, less than VIOO's 1.65% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FJACX Fidelity Series Small Cap Discovery Fund | 1.18% | 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 | 1.65% | 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
Fidelity Series Small Cap Discovery Fund (FJACX) and Vanguard S&P Small-Cap 600 ETF (VIOO) have volatilities of 10.43% and 10.89%, 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.