FSCDX vs. ISCG
Compare and contrast key facts about Fidelity Advisor Small Cap Fund Class A (FSCDX) and iShares Morningstar Small-Cap Growth ETF (ISCG).
FSCDX is managed by Fidelity. It was launched on Sep 9, 1998. ISCG is a passively managed fund by iShares that tracks the performance of the Morningstar US Small Cap Broad Growth Extended Index. It was launched on Jun 28, 2004.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FSCDX or ISCG.
Correlation
The correlation between FSCDX and ISCG is 0.89, 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
FSCDX vs. ISCG - Performance Comparison
Key characteristics
FSCDX:
0.21
ISCG:
1.03
FSCDX:
0.40
ISCG:
1.52
FSCDX:
1.06
ISCG:
1.18
FSCDX:
0.16
ISCG:
0.19
FSCDX:
0.83
ISCG:
5.26
FSCDX:
5.25%
ISCG:
3.65%
FSCDX:
21.14%
ISCG:
18.69%
FSCDX:
-51.19%
ISCG:
-100.00%
FSCDX:
-22.89%
ISCG:
-99.99%
Returns By Period
In the year-to-date period, FSCDX achieves a 2.73% return, which is significantly higher than ISCG's 2.02% return. Over the past 10 years, FSCDX has underperformed ISCG with an annualized return of 0.90%, while ISCG has yielded a comparatively higher 9.31% annualized return.
FSCDX
2.73%
-12.97%
-9.85%
4.96%
3.22%
0.90%
ISCG
2.02%
-3.76%
5.29%
19.87%
7.30%
9.31%
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FSCDX vs. ISCG - Expense Ratio Comparison
FSCDX has a 1.22% expense ratio, which is higher than ISCG's 0.06% expense ratio.
Risk-Adjusted Performance
FSCDX vs. ISCG — Risk-Adjusted Performance Rank
FSCDX
ISCG
FSCDX vs. ISCG - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Small Cap Fund Class A (FSCDX) and iShares Morningstar Small-Cap Growth ETF (ISCG). 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
FSCDX vs. ISCG - Dividend Comparison
FSCDX's dividend yield for the trailing twelve months is around 1.70%, more than ISCG's 0.82% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FSCDX Fidelity Advisor Small Cap Fund Class A | 1.70% | 1.74% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.30% | 0.44% | 0.68% |
ISCG iShares Morningstar Small-Cap Growth ETF | 0.82% | 0.84% | 0.77% | 0.92% | 0.62% | 0.10% | 0.27% | 0.40% | 0.52% | 1.19% | 0.64% | 0.56% |
Drawdowns
FSCDX vs. ISCG - Drawdown Comparison
The maximum FSCDX drawdown since its inception was -51.19%, smaller than the maximum ISCG drawdown of -100.00%. Use the drawdown chart below to compare losses from any high point for FSCDX and ISCG. For additional features, visit the drawdowns tool.
Volatility
FSCDX vs. ISCG - Volatility Comparison
Fidelity Advisor Small Cap Fund Class A (FSCDX) has a higher volatility of 12.17% compared to iShares Morningstar Small-Cap Growth ETF (ISCG) at 6.03%. This indicates that FSCDX's price experiences larger fluctuations and is considered to be riskier than ISCG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.