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.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FSLCX or VB.
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.
Performance
FSLCX vs. VB - Performance Comparison
Key characteristics
FSLCX:
0.56
VB:
1.01
FSLCX:
0.90
VB:
1.46
FSLCX:
1.11
VB:
1.18
FSLCX:
0.33
VB:
1.49
FSLCX:
2.96
VB:
5.27
FSLCX:
3.55%
VB:
3.26%
FSLCX:
18.72%
VB:
17.09%
FSLCX:
-66.70%
VB:
-59.58%
FSLCX:
-23.23%
VB:
-7.20%
Returns By Period
In the year-to-date period, FSLCX achieves a 7.50% return, which is significantly lower than VB's 14.92% return. Over the past 10 years, FSLCX has underperformed VB with an annualized return of 1.14%, while VB has yielded a comparatively higher 9.15% annualized return.
FSLCX
7.50%
-5.42%
6.63%
8.50%
0.52%
1.14%
VB
14.92%
-4.35%
12.01%
14.66%
9.44%
9.15%
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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.
Risk-Adjusted Performance
FSLCX vs. VB - Risk-Adjusted Performance 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.
Dividends
FSLCX vs. VB - Dividend Comparison
FSLCX has not paid dividends to shareholders, while VB's dividend yield for the trailing twelve months is around 0.92%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FSLCX Fidelity Small Cap Stock Fund | 0.00% | 0.02% | 0.00% | 0.26% | 0.00% | 0.31% | 0.41% | 0.35% | 0.02% | 11.97% | 0.65% | 0.30% |
VB Vanguard Small-Cap ETF | 0.92% | 1.55% | 1.59% | 1.24% | 1.14% | 1.39% | 1.67% | 1.35% | 1.50% | 1.48% | 1.43% | 1.31% |
Drawdowns
FSLCX vs. VB - Drawdown Comparison
The maximum FSLCX drawdown since its inception was -66.70%, which is greater than VB's maximum drawdown of -59.58%. Use the drawdown chart below to compare losses from any high point for FSLCX and VB. For additional features, visit the drawdowns tool.
Volatility
FSLCX vs. VB - Volatility Comparison
Fidelity Small Cap Stock Fund (FSLCX) has a higher volatility of 6.14% compared to Vanguard Small-Cap ETF (VB) at 5.71%. This indicates that FSLCX's price experiences larger fluctuations and is considered to be riskier than VB based on this measure. The chart below showcases a comparison of their rolling one-month volatility.