FSCDX vs. VTWO

In the year-to-date period, FSCDX achieves a -9.99% return, which is significantly higher than VTWO's -11.92% return. Over the past 10 years, FSCDX has underperformed VTWO with an annualized return of -1.21%, while VTWO has yielded a comparatively higher 6.11% annualized return.

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FSCDX has a 1.22% expense ratio, which is higher than VTWO's 0.10% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Small Cap Fund Class A (FSCDX) and Vanguard Russell 2000 ETF (VTWO). 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 FSCDX Sharpe Ratio is -0.52, which is lower than the VTWO Sharpe Ratio of -0.04. The chart below compares the historical Sharpe Ratios of FSCDX and VTWO, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

FSCDX's dividend yield for the trailing twelve months is around 1.94%, more than VTWO's 1.47% yield.

The maximum FSCDX drawdown since its inception was -51.19%, which is greater than VTWO's maximum drawdown of -41.19%. Use the drawdown chart below to compare losses from any high point for FSCDX and VTWO. For additional features, visit the drawdowns tool.

Fidelity Advisor Small Cap Fund Class A (FSCDX) and Vanguard Russell 2000 ETF (VTWO) have volatilities of 14.39% and 14.20%, 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.