FSCIX vs. EWC
Compare and contrast key facts about Fidelity Advisor Small Cap Fund Class I (FSCIX) and iShares MSCI Canada ETF (EWC).
FSCIX is managed by Fidelity. It was launched on Sep 9, 1998. EWC is a passively managed fund by iShares that tracks the performance of the MSCI Canada Index. It was launched on Mar 12, 1996.
Performance
FSCIX vs. EWC - Performance Comparison
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FSCIX vs. EWC - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FSCIX Fidelity Advisor Small Cap Fund Class I | 0.67% | 12.12% | 11.59% | 18.58% | -20.51% | 31.58% | 17.44% | 32.70% | -16.25% | 14.09% |
EWC iShares MSCI Canada ETF | 1.59% | 35.92% | 12.38% | 14.73% | -12.95% | 26.98% | 5.52% | 27.58% | -17.16% | 15.73% |
Returns By Period
In the year-to-date period, FSCIX achieves a 0.67% return, which is significantly lower than EWC's 1.59% return. Over the past 10 years, FSCIX has underperformed EWC with an annualized return of 9.96%, while EWC has yielded a comparatively higher 11.09% annualized return.
FSCIX
- 1D
- -1.77%
- 1M
- -7.89%
- YTD
- 0.67%
- 6M
- 4.18%
- 1Y
- 22.95%
- 3Y*
- 12.39%
- 5Y*
- 6.41%
- 10Y*
- 9.96%
EWC
- 1D
- 2.56%
- 1M
- -5.50%
- YTD
- 1.59%
- 6M
- 9.35%
- 1Y
- 36.56%
- 3Y*
- 19.46%
- 5Y*
- 11.87%
- 10Y*
- 11.09%
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FSCIX vs. EWC - Expense Ratio Comparison
FSCIX has a 0.97% expense ratio, which is higher than EWC's 0.49% expense ratio.
Return for Risk
FSCIX vs. EWC — Risk / Return Rank
FSCIX
EWC
FSCIX vs. EWC - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Small Cap Fund Class I (FSCIX) and iShares MSCI Canada ETF (EWC). 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.
| FSCIX | EWC | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.05 | 2.21 | -1.16 |
Sortino ratioReturn per unit of downside risk | 1.58 | 2.89 | -1.31 |
Omega ratioGain probability vs. loss probability | 1.21 | 1.42 | -0.21 |
Calmar ratioReturn relative to maximum drawdown | 1.49 | 3.50 | -2.01 |
Martin ratioReturn relative to average drawdown | 6.38 | 16.55 | -10.17 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| FSCIX | EWC | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.05 | 2.21 | -1.16 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.30 | 0.69 | -0.39 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.46 | 0.59 | -0.13 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.48 | 0.40 | +0.08 |
Correlation
The correlation between FSCIX and EWC is 0.65, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
FSCIX vs. EWC - Dividend Comparison
FSCIX's dividend yield for the trailing twelve months is around 1.61%, more than EWC's 1.43% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FSCIX Fidelity Advisor Small Cap Fund Class I | 1.61% | 1.62% | 12.26% | 1.17% | 4.64% | 9.81% | 2.39% | 3.53% | 13.10% | 12.79% | 2.44% | 7.76% |
EWC iShares MSCI Canada ETF | 1.43% | 1.45% | 2.23% | 2.27% | 2.34% | 1.85% | 2.09% | 2.16% | 2.65% | 1.97% | 1.75% | 2.34% |
Drawdowns
FSCIX vs. EWC - Drawdown Comparison
The maximum FSCIX drawdown since its inception was -49.58%, smaller than the maximum EWC drawdown of -60.75%. Use the drawdown chart below to compare losses from any high point for FSCIX and EWC.
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Drawdown Indicators
| FSCIX | EWC | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -49.58% | -60.75% | +11.17% |
Max Drawdown (1Y)Largest decline over 1 year | -13.77% | -10.63% | -3.14% |
Max Drawdown (5Y)Largest decline over 5 years | -32.32% | -24.81% | -7.51% |
Max Drawdown (10Y)Largest decline over 10 years | -40.41% | -42.66% | +2.25% |
Current DrawdownCurrent decline from peak | -9.33% | -5.79% | -3.54% |
Average DrawdownAverage peak-to-trough decline | -11.00% | -13.21% | +2.21% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.21% | 2.25% | +0.96% |
Volatility
FSCIX vs. EWC - Volatility Comparison
Fidelity Advisor Small Cap Fund Class I (FSCIX) has a higher volatility of 6.46% compared to iShares MSCI Canada ETF (EWC) at 5.87%. This indicates that FSCIX's price experiences larger fluctuations and is considered to be riskier than EWC based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FSCIX | EWC | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.46% | 5.87% | +0.59% |
Volatility (6M)Calculated over the trailing 6-month period | 12.64% | 11.56% | +1.08% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.93% | 16.62% | +5.31% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.41% | 17.24% | +4.17% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.57% | 18.80% | +2.77% |