FSCIX vs. VGT
Compare and contrast key facts about Fidelity Advisor Small Cap Fund Class I (FSCIX) and Vanguard Information Technology ETF (VGT).
FSCIX is managed by Fidelity. It was launched on Sep 9, 1998. VGT is a passively managed fund by Vanguard that tracks the performance of the MSCI US Investable Market Information Technology 25/50 Index. It was launched on Jan 26, 2004.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FSCIX or VGT.
Correlation
The correlation between FSCIX and VGT is 0.76, 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
FSCIX vs. VGT - Performance Comparison
Key characteristics
FSCIX:
0.20
VGT:
1.20
FSCIX:
0.40
VGT:
1.64
FSCIX:
1.05
VGT:
1.22
FSCIX:
0.18
VGT:
1.76
FSCIX:
0.62
VGT:
6.09
FSCIX:
6.56%
VGT:
4.39%
FSCIX:
20.01%
VGT:
22.35%
FSCIX:
-49.58%
VGT:
-54.63%
FSCIX:
-19.71%
VGT:
-1.13%
Returns By Period
In the year-to-date period, FSCIX achieves a 2.31% return, which is significantly lower than VGT's 2.91% return. Over the past 10 years, FSCIX has underperformed VGT with an annualized return of 1.33%, while VGT has yielded a comparatively higher 20.74% annualized return.
FSCIX
2.31%
-0.39%
-6.79%
0.31%
4.35%
1.33%
VGT
2.91%
2.64%
12.04%
25.19%
19.74%
20.74%
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FSCIX vs. VGT - Expense Ratio Comparison
FSCIX has a 0.97% expense ratio, which is higher than VGT's 0.10% expense ratio.
Risk-Adjusted Performance
FSCIX vs. VGT — Risk-Adjusted Performance Rank
FSCIX
VGT
FSCIX vs. VGT - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Small Cap Fund Class I (FSCIX) and Vanguard Information Technology ETF (VGT). 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
FSCIX vs. VGT - Dividend Comparison
FSCIX's dividend yield for the trailing twelve months is around 1.62%, more than VGT's 0.58% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FSCIX Fidelity Advisor Small Cap Fund Class I | 1.62% | 1.66% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.54% | 0.41% | 0.92% |
VGT Vanguard Information Technology ETF | 0.58% | 0.60% | 0.65% | 0.91% | 0.64% | 0.82% | 1.11% | 1.29% | 0.99% | 1.31% | 1.28% | 1.12% |
Drawdowns
FSCIX vs. VGT - Drawdown Comparison
The maximum FSCIX drawdown since its inception was -49.58%, smaller than the maximum VGT drawdown of -54.63%. Use the drawdown chart below to compare losses from any high point for FSCIX and VGT. For additional features, visit the drawdowns tool.
Volatility
FSCIX vs. VGT - Volatility Comparison
The current volatility for Fidelity Advisor Small Cap Fund Class I (FSCIX) is 4.15%, while Vanguard Information Technology ETF (VGT) has a volatility of 7.83%. This indicates that FSCIX experiences smaller price fluctuations and is considered to be less risky than VGT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.