FSLCX vs. VB
Compare and contrast key facts about Fidelity Small Cap Stock Fund (FSLCX) and Vanguard Small-Cap ETF (VB).
FSLCX is managed by Fidelity. It was launched on Mar 12, 1998. VB is a passively managed fund by Vanguard that tracks the performance of the CRSP US Small Cap. It was launched on Jan 26, 2004.
Performance
FSLCX vs. VB - Performance Comparison
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FSLCX vs. VB - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FSLCX Fidelity Small Cap Stock Fund | -5.26% | 14.95% | 9.27% | 19.70% | -22.71% | 20.26% | 13.80% | 29.46% | -11.70% | 13.78% |
VB Vanguard Small-Cap ETF | 1.92% | 8.87% | 14.17% | 18.22% | -17.51% | 17.57% | 19.19% | 27.34% | -9.34% | 16.26% |
Returns By Period
In the year-to-date period, FSLCX achieves a -5.26% return, which is significantly lower than VB's 1.92% return. Over the past 10 years, FSLCX has underperformed VB with an annualized return of 8.19%, while VB has yielded a comparatively higher 10.51% annualized return.
FSLCX
- 1D
- -1.30%
- 1M
- -9.01%
- YTD
- -5.26%
- 6M
- -3.52%
- 1Y
- 15.27%
- 3Y*
- 11.24%
- 5Y*
- 3.71%
- 10Y*
- 8.19%
VB
- 1D
- 3.18%
- 1M
- -5.13%
- YTD
- 1.92%
- 6M
- 3.76%
- 1Y
- 19.75%
- 3Y*
- 13.04%
- 5Y*
- 5.35%
- 10Y*
- 10.51%
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FSLCX vs. VB - Expense Ratio Comparison
FSLCX has a 0.90% expense ratio, which is higher than VB's 0.05% expense ratio.
Return for Risk
FSLCX vs. VB — Risk / Return Rank
FSLCX
VB
FSLCX vs. VB - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Small Cap Stock Fund (FSLCX) and Vanguard Small-Cap ETF (VB). 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.
| FSLCX | VB | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.71 | 0.91 | -0.20 |
Sortino ratioReturn per unit of downside risk | 1.15 | 1.41 | -0.26 |
Omega ratioGain probability vs. loss probability | 1.14 | 1.19 | -0.05 |
Calmar ratioReturn relative to maximum drawdown | 1.05 | 1.39 | -0.33 |
Martin ratioReturn relative to average drawdown | 3.52 | 5.97 | -2.44 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| FSLCX | VB | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.71 | 0.91 | -0.20 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.18 | 0.26 | -0.08 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.39 | 0.49 | -0.10 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.38 | 0.42 | -0.03 |
Correlation
The correlation between FSLCX and VB is 0.95, 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.
Dividends
FSLCX vs. VB - Dividend Comparison
FSLCX's dividend yield for the trailing twelve months is around 15.74%, more than VB's 1.34% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FSLCX Fidelity Small Cap Stock Fund | 15.74% | 14.91% | 1.86% | 0.02% | 7.91% | 22.97% | 0.00% | 0.31% | 26.25% | 8.92% | 3.85% | 10.97% |
VB Vanguard Small-Cap ETF | 1.34% | 1.33% | 1.30% | 1.55% | 1.59% | 1.24% | 1.14% | 1.39% | 1.67% | 1.35% | 1.50% | 1.48% |
Drawdowns
FSLCX vs. VB - Drawdown Comparison
The maximum FSLCX drawdown since its inception was -61.22%, roughly equal to the maximum VB drawdown of -59.56%. Use the drawdown chart below to compare losses from any high point for FSLCX and VB.
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Drawdown Indicators
| FSLCX | VB | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -61.22% | -59.56% | -1.66% |
Max Drawdown (1Y)Largest decline over 1 year | -12.51% | -14.29% | +1.78% |
Max Drawdown (5Y)Largest decline over 5 years | -30.04% | -28.15% | -1.89% |
Max Drawdown (10Y)Largest decline over 10 years | -45.42% | -42.05% | -3.37% |
Current DrawdownCurrent decline from peak | -12.51% | -6.08% | -6.43% |
Average DrawdownAverage peak-to-trough decline | -9.87% | -8.49% | -1.38% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.74% | 3.32% | +0.42% |
Volatility
FSLCX vs. VB - Volatility Comparison
The current volatility for Fidelity Small Cap Stock Fund (FSLCX) is 6.33%, while Vanguard Small-Cap ETF (VB) has a volatility of 6.84%. This indicates that FSLCX experiences smaller price fluctuations and is considered to be less risky than VB based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FSLCX | VB | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.33% | 6.84% | -0.51% |
Volatility (6M)Calculated over the trailing 6-month period | 12.82% | 12.60% | +0.22% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.07% | 21.86% | -0.79% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.77% | 20.78% | -0.01% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.10% | 21.40% | -0.30% |