FSCOX vs. IJR
Compare and contrast key facts about Fidelity International Small Cap Opportunities Fund (FSCOX) and iShares Core S&P Small-Cap ETF (IJR).
FSCOX is managed by Fidelity. It was launched on Aug 2, 2005. IJR is a passively managed fund by iShares that tracks the performance of the S&P SmallCap 600 Index. It was launched on May 22, 2000.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FSCOX or IJR.
Correlation
The correlation between FSCOX and IJR is 0.63, 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.
Performance
FSCOX vs. IJR - Performance Comparison
Key characteristics
FSCOX:
0.08
IJR:
0.58
FSCOX:
0.20
IJR:
0.97
FSCOX:
1.03
IJR:
1.12
FSCOX:
0.05
IJR:
0.97
FSCOX:
0.38
IJR:
3.08
FSCOX:
3.16%
IJR:
3.73%
FSCOX:
14.42%
IJR:
19.71%
FSCOX:
-72.13%
IJR:
-58.15%
FSCOX:
-20.98%
IJR:
-8.22%
Returns By Period
In the year-to-date period, FSCOX achieves a -1.85% return, which is significantly lower than IJR's 9.20% return. Over the past 10 years, FSCOX has underperformed IJR with an annualized return of 6.62%, while IJR has yielded a comparatively higher 9.00% annualized return.
FSCOX
-1.85%
-4.62%
-2.49%
-0.31%
3.07%
6.62%
IJR
9.20%
-3.40%
11.37%
9.69%
8.43%
9.00%
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FSCOX vs. IJR - Expense Ratio Comparison
FSCOX has a 1.23% expense ratio, which is higher than IJR's 0.07% expense ratio.
Risk-Adjusted Performance
FSCOX vs. IJR - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity International Small Cap Opportunities Fund (FSCOX) and iShares Core S&P Small-Cap ETF (IJR). 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
FSCOX vs. IJR - Dividend Comparison
FSCOX has not paid dividends to shareholders, while IJR's dividend yield for the trailing twelve months is around 2.04%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FSCOX Fidelity International Small Cap Opportunities Fund | 0.00% | 0.93% | 0.02% | 0.13% | 0.00% | 0.84% | 1.05% | 0.77% | 1.15% | 1.47% | 1.47% | 1.87% |
IJR iShares Core S&P Small-Cap ETF | 2.04% | 1.31% | 1.41% | 1.53% | 1.11% | 1.44% | 1.58% | 1.20% | 1.21% | 1.48% | 1.23% | 1.00% |
Drawdowns
FSCOX vs. IJR - Drawdown Comparison
The maximum FSCOX drawdown since its inception was -72.13%, which is greater than IJR's maximum drawdown of -58.15%. Use the drawdown chart below to compare losses from any high point for FSCOX and IJR. For additional features, visit the drawdowns tool.
Volatility
FSCOX vs. IJR - Volatility Comparison
Fidelity International Small Cap Opportunities Fund (FSCOX) has a higher volatility of 7.38% compared to iShares Core S&P Small-Cap ETF (IJR) at 5.94%. This indicates that FSCOX's price experiences larger fluctuations and is considered to be riskier than IJR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.