FSLCX vs. SPY
Compare and contrast key facts about Fidelity Small Cap Stock Fund (FSLCX) and SPDR S&P 500 ETF (SPY).
FSLCX is managed by Fidelity. It was launched on Mar 12, 1998. SPY is a passively managed fund by State Street that tracks the performance of the S&P 500 Index. It was launched on Jan 22, 1993.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FSLCX or SPY.
Correlation
The correlation between FSLCX and SPY is 0.81, 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. SPY - Performance Comparison
Key characteristics
FSLCX:
0.42
SPY:
1.88
FSLCX:
0.71
SPY:
2.53
FSLCX:
1.09
SPY:
1.35
FSLCX:
0.24
SPY:
2.83
FSLCX:
1.71
SPY:
11.74
FSLCX:
4.43%
SPY:
2.02%
FSLCX:
18.08%
SPY:
12.64%
FSLCX:
-66.70%
SPY:
-55.19%
FSLCX:
-22.28%
SPY:
-0.42%
Returns By Period
In the year-to-date period, FSLCX achieves a 1.30% return, which is significantly lower than SPY's 4.15% return. Over the past 10 years, FSLCX has underperformed SPY with an annualized return of 0.84%, while SPY has yielded a comparatively higher 13.18% annualized return.
FSLCX
1.30%
-4.20%
0.47%
8.89%
0.34%
0.84%
SPY
4.15%
1.22%
10.44%
24.34%
14.62%
13.18%
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FSLCX vs. SPY - Expense Ratio Comparison
FSLCX has a 0.90% expense ratio, which is higher than SPY's 0.09% expense ratio.
Risk-Adjusted Performance
FSLCX vs. SPY — Risk-Adjusted Performance Rank
FSLCX
SPY
FSLCX vs. SPY - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Small Cap Stock Fund (FSLCX) and SPDR S&P 500 ETF (SPY). 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
FSLCX vs. SPY - Dividend Comparison
FSLCX's dividend yield for the trailing twelve months is around 0.05%, less than SPY's 1.16% 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% |
SPY SPDR S&P 500 ETF | 1.16% | 1.21% | 1.40% | 1.65% | 1.20% | 1.52% | 1.75% | 2.04% | 1.80% | 2.03% | 2.06% | 1.87% |
Drawdowns
FSLCX vs. SPY - Drawdown Comparison
The maximum FSLCX drawdown since its inception was -66.70%, which is greater than SPY's maximum drawdown of -55.19%. Use the drawdown chart below to compare losses from any high point for FSLCX and SPY. For additional features, visit the drawdowns tool.
Volatility
FSLCX vs. SPY - Volatility Comparison
Fidelity Small Cap Stock Fund (FSLCX) has a higher volatility of 3.85% compared to SPDR S&P 500 ETF (SPY) at 2.93%. This indicates that FSLCX's price experiences larger fluctuations and is considered to be riskier than SPY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.