FSCRX vs. ISCG
Compare and contrast key facts about Fidelity Small Cap Discovery Fund (FSCRX) and iShares Morningstar Small-Cap Growth ETF (ISCG).
FSCRX is managed by Fidelity. It was launched on Sep 26, 2000. ISCG is a passively managed fund by iShares that tracks the performance of the Morningstar US Small Cap Broad Growth Extended Index. It was launched on Jun 28, 2004.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FSCRX or ISCG.
Correlation
The correlation between FSCRX and ISCG is 0.83, 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
FSCRX vs. ISCG - Performance Comparison
Key characteristics
FSCRX:
-0.79
ISCG:
0.10
FSCRX:
-1.00
ISCG:
0.32
FSCRX:
0.87
ISCG:
1.04
FSCRX:
-0.51
ISCG:
0.02
FSCRX:
-1.62
ISCG:
0.30
FSCRX:
11.47%
ISCG:
8.02%
FSCRX:
23.42%
ISCG:
24.06%
FSCRX:
-61.11%
ISCG:
-100.00%
FSCRX:
-30.49%
ISCG:
-100.00%
Returns By Period
In the year-to-date period, FSCRX achieves a -8.37% return, which is significantly higher than ISCG's -9.82% return. Over the past 10 years, FSCRX has underperformed ISCG with an annualized return of -2.22%, while ISCG has yielded a comparatively higher 7.35% annualized return.
FSCRX
-8.37%
-2.90%
-14.57%
-17.89%
4.94%
-2.22%
ISCG
-9.82%
-1.31%
-9.38%
1.56%
7.00%
7.35%
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FSCRX vs. ISCG - Expense Ratio Comparison
FSCRX has a 0.98% expense ratio, which is higher than ISCG's 0.06% expense ratio.
Risk-Adjusted Performance
FSCRX vs. ISCG — Risk-Adjusted Performance Rank
FSCRX
ISCG
FSCRX vs. ISCG - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Small Cap Discovery Fund (FSCRX) and iShares Morningstar Small-Cap Growth ETF (ISCG). 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
FSCRX vs. ISCG - Dividend Comparison
FSCRX's dividend yield for the trailing twelve months is around 0.25%, less than ISCG's 0.95% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FSCRX Fidelity Small Cap Discovery Fund | 0.25% | 0.23% | 0.11% | 0.19% | 0.09% | 0.40% | 0.80% | 1.14% | 0.63% | 0.44% | 7.90% | 0.28% |
ISCG iShares Morningstar Small-Cap Growth ETF | 0.95% | 0.84% | 0.77% | 0.92% | 0.62% | 0.10% | 0.27% | 0.40% | 0.52% | 1.19% | 0.64% | 0.56% |
Drawdowns
FSCRX vs. ISCG - Drawdown Comparison
The maximum FSCRX drawdown since its inception was -61.11%, smaller than the maximum ISCG drawdown of -100.00%. Use the drawdown chart below to compare losses from any high point for FSCRX and ISCG. For additional features, visit the drawdowns tool.
Volatility
FSCRX vs. ISCG - Volatility Comparison
The current volatility for Fidelity Small Cap Discovery Fund (FSCRX) is 13.02%, while iShares Morningstar Small-Cap Growth ETF (ISCG) has a volatility of 15.42%. This indicates that FSCRX experiences smaller price fluctuations and is considered to be less risky than ISCG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.