Correlation
The correlation between FSCFX and FTEC is 0.82, 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.
FSCFX vs. FTEC
Compare and contrast key facts about Strategic Advisers Small-Mid Cap Fund (FSCFX) and Fidelity MSCI Information Technology Index ETF (FTEC).
FSCFX is managed by Fidelity. It was launched on Jun 23, 2005. FTEC is a passively managed fund by Fidelity that tracks the performance of the MSCI USA IMI Information Technology Index. It was launched on Oct 21, 2013.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FSCFX or FTEC.
Performance
FSCFX vs. FTEC - Performance Comparison
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Key characteristics
Returns By Period
FSCFX
N/A
N/A
N/A
N/A
N/A
N/A
N/A
FTEC
-2.27%
8.38%
-2.37%
14.28%
19.98%
19.45%
19.54%
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FSCFX vs. FTEC - Expense Ratio Comparison
FSCFX has a 0.42% expense ratio, which is higher than FTEC's 0.08% expense ratio.
Risk-Adjusted Performance
FSCFX vs. FTEC — Risk-Adjusted Performance Rank
FSCFX
FTEC
FSCFX vs. FTEC - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Strategic Advisers Small-Mid Cap Fund (FSCFX) and Fidelity MSCI Information Technology Index ETF (FTEC). 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.
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Dividends
FSCFX vs. FTEC - Dividend Comparison
FSCFX has not paid dividends to shareholders, while FTEC's dividend yield for the trailing twelve months is around 0.50%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FSCFX Strategic Advisers Small-Mid Cap Fund | 9.54% | 9.61% | 0.89% | 0.92% | 1.09% | 0.99% | 0.92% | 0.94% | 0.49% | 0.32% | 0.63% | 8.71% |
FTEC Fidelity MSCI Information Technology Index ETF | 0.50% | 0.49% | 0.77% | 0.93% | 0.63% | 0.83% | 1.03% | 1.20% | 0.96% | 1.25% | 1.27% | 1.09% |
Drawdowns
FSCFX vs. FTEC - Drawdown Comparison
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Volatility
FSCFX vs. FTEC - Volatility Comparison
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