FSLCX vs. PSCI
Compare and contrast key facts about Fidelity Small Cap Stock Fund (FSLCX) and Invesco S&P SmallCap Industrials ETF (PSCI).
FSLCX is managed by Fidelity. It was launched on Mar 12, 1998. PSCI is a passively managed fund by Invesco that tracks the performance of the S&P SmallCap 600 Industrials Index. It was launched on Apr 7, 2010.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FSLCX or PSCI.
Correlation
The correlation between FSLCX and PSCI is 0.74, 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
FSLCX vs. PSCI - Performance Comparison
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Key characteristics
FSLCX:
0.08
PSCI:
-0.02
FSLCX:
0.34
PSCI:
0.26
FSLCX:
1.04
PSCI:
1.03
FSLCX:
0.08
PSCI:
0.04
FSLCX:
0.34
PSCI:
0.11
FSLCX:
8.18%
PSCI:
10.38%
FSLCX:
22.27%
PSCI:
26.06%
FSLCX:
-66.70%
PSCI:
-45.55%
FSLCX:
-24.85%
PSCI:
-17.70%
Returns By Period
In the year-to-date period, FSLCX achieves a -2.06% return, which is significantly higher than PSCI's -8.63% return. Over the past 10 years, FSLCX has underperformed PSCI with an annualized return of 0.22%, while PSCI has yielded a comparatively higher 10.96% annualized return.
FSLCX
-2.06%
10.70%
-10.27%
1.79%
4.98%
0.22%
PSCI
-8.63%
10.10%
-15.75%
-0.37%
20.00%
10.96%
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FSLCX vs. PSCI - Expense Ratio Comparison
FSLCX has a 0.90% expense ratio, which is higher than PSCI's 0.29% expense ratio.
Risk-Adjusted Performance
FSLCX vs. PSCI — Risk-Adjusted Performance Rank
FSLCX
PSCI
FSLCX vs. PSCI - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Small Cap Stock Fund (FSLCX) and Invesco S&P SmallCap Industrials ETF (PSCI). 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
FSLCX vs. PSCI - Dividend Comparison
FSLCX's dividend yield for the trailing twelve months is around 0.05%, less than PSCI's 0.72% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FSLCX Fidelity Small Cap Stock Fund | 0.05% | 0.05% | 0.02% | 0.00% | 0.26% | 0.00% | 0.31% | 0.41% | 0.35% | 0.02% | 11.97% | 0.65% |
PSCI Invesco S&P SmallCap Industrials ETF | 0.72% | 0.65% | 0.72% | 0.87% | 0.69% | 0.59% | 0.64% | 0.67% | 0.71% | 0.74% | 1.02% | 0.81% |
Drawdowns
FSLCX vs. PSCI - Drawdown Comparison
The maximum FSLCX drawdown since its inception was -66.70%, which is greater than PSCI's maximum drawdown of -45.55%. Use the drawdown chart below to compare losses from any high point for FSLCX and PSCI. For additional features, visit the drawdowns tool.
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Volatility
FSLCX vs. PSCI - Volatility Comparison
The current volatility for Fidelity Small Cap Stock Fund (FSLCX) is 6.86%, while Invesco S&P SmallCap Industrials ETF (PSCI) has a volatility of 7.95%. This indicates that FSLCX experiences smaller price fluctuations and is considered to be less risky than PSCI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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