Correlation
The correlation between FSDIX and FCPVX 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.
FSDIX vs. FCPVX
Compare and contrast key facts about Fidelity Strategic Dividend & Income Fund (FSDIX) and Fidelity Small Cap Value Fund (FCPVX).
FSDIX is managed by Fidelity. It was launched on Dec 23, 2003. FCPVX is managed by Fidelity. It was launched on Nov 3, 2004.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FSDIX or FCPVX.
Performance
FSDIX vs. FCPVX - Performance Comparison
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Key characteristics
FSDIX:
0.82
FCPVX:
0.10
FSDIX:
1.15
FCPVX:
0.28
FSDIX:
1.16
FCPVX:
1.04
FSDIX:
0.76
FCPVX:
0.07
FSDIX:
2.90
FCPVX:
0.22
FSDIX:
3.29%
FCPVX:
8.10%
FSDIX:
12.24%
FCPVX:
23.64%
FSDIX:
-58.82%
FCPVX:
-57.60%
FSDIX:
-2.87%
FCPVX:
-12.62%
Returns By Period
In the year-to-date period, FSDIX achieves a 2.53% return, which is significantly higher than FCPVX's -5.60% return. Both investments have delivered pretty close results over the past 10 years, with FSDIX having a 7.99% annualized return and FCPVX not far ahead at 8.24%.
FSDIX
2.53%
2.63%
-2.87%
9.94%
6.65%
9.83%
7.99%
FCPVX
-5.60%
4.23%
-12.35%
2.46%
4.26%
15.90%
8.24%
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FSDIX vs. FCPVX - Expense Ratio Comparison
FSDIX has a 0.68% expense ratio, which is lower than FCPVX's 0.99% expense ratio.
Risk-Adjusted Performance
FSDIX vs. FCPVX — Risk-Adjusted Performance Rank
FSDIX
FCPVX
FSDIX vs. FCPVX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Strategic Dividend & Income Fund (FSDIX) and Fidelity Small Cap Value Fund (FCPVX). 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
FSDIX vs. FCPVX - Dividend Comparison
FSDIX's dividend yield for the trailing twelve months is around 5.21%, less than FCPVX's 6.50% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FSDIX Fidelity Strategic Dividend & Income Fund | 5.21% | 5.27% | 5.71% | 4.23% | 8.43% | 5.67% | 6.68% | 8.19% | 7.41% | 4.92% | 6.38% | 8.29% |
FCPVX Fidelity Small Cap Value Fund | 6.50% | 6.13% | 5.20% | 5.92% | 7.95% | 0.46% | 3.49% | 36.93% | 3.64% | 7.12% | 11.36% | 12.26% |
Drawdowns
FSDIX vs. FCPVX - Drawdown Comparison
The maximum FSDIX drawdown since its inception was -58.82%, roughly equal to the maximum FCPVX drawdown of -57.60%. Use the drawdown chart below to compare losses from any high point for FSDIX and FCPVX.
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Volatility
FSDIX vs. FCPVX - Volatility Comparison
The current volatility for Fidelity Strategic Dividend & Income Fund (FSDIX) is 3.23%, while Fidelity Small Cap Value Fund (FCPVX) has a volatility of 6.63%. This indicates that FSDIX experiences smaller price fluctuations and is considered to be less risky than FCPVX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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