FSLCX vs. VIOO
Compare and contrast key facts about Fidelity Small Cap Stock Fund (FSLCX) and Vanguard S&P Small-Cap 600 ETF (VIOO).
FSLCX is managed by Fidelity. It was launched on Mar 12, 1998. VIOO is a passively managed fund by Vanguard that tracks the performance of the S&P SmallCap 600 Index. It was launched on Sep 7, 2010.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FSLCX or VIOO.
Performance
FSLCX vs. VIOO - Performance Comparison
Returns By Period
The year-to-date returns for both stocks are quite close, with FSLCX having a 12.61% return and VIOO slightly lower at 12.57%. Over the past 10 years, FSLCX has underperformed VIOO with an annualized return of 0.97%, while VIOO has yielded a comparatively higher 9.64% annualized return.
FSLCX
12.61%
-1.32%
6.84%
26.61%
2.02%
0.97%
VIOO
12.57%
2.16%
10.39%
27.26%
10.22%
9.64%
Key characteristics
| FSLCX | VIOO | |
|---|---|---|
| Sharpe Ratio | 1.48 | 1.43 |
| Sortino Ratio | 2.15 | 2.13 |
| Omega Ratio | 1.26 | 1.25 |
| Calmar Ratio | 0.75 | 1.57 |
| Martin Ratio | 8.42 | 8.01 |
| Ulcer Index | 3.30% | 3.56% |
| Daily Std Dev | 18.73% | 19.99% |
| Max Drawdown | -66.70% | -44.15% |
| Current Drawdown | -19.58% | -4.47% |
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FSLCX vs. VIOO - Expense Ratio Comparison
FSLCX has a 0.90% expense ratio, which is higher than VIOO's 0.10% expense ratio.
Correlation
The correlation between FSLCX and VIOO is 0.90, 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.
Risk-Adjusted Performance
FSLCX vs. VIOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Small Cap Stock Fund (FSLCX) and Vanguard S&P Small-Cap 600 ETF (VIOO). 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. VIOO - Dividend Comparison
FSLCX's dividend yield for the trailing twelve months is around 0.02%, less than VIOO's 1.31% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FSLCX Fidelity Small Cap Stock Fund | 0.02% | 0.02% | 0.00% | 0.26% | 0.00% | 0.31% | 0.41% | 0.35% | 0.02% | 11.97% | 0.65% | 0.30% |
VIOO Vanguard S&P Small-Cap 600 ETF | 1.31% | 1.47% | 1.51% | 1.16% | 1.09% | 1.37% | 1.32% | 1.11% | 0.95% | 1.26% | 1.06% | 0.86% |
Drawdowns
FSLCX vs. VIOO - Drawdown Comparison
The maximum FSLCX drawdown since its inception was -66.70%, which is greater than VIOO's maximum drawdown of -44.15%. Use the drawdown chart below to compare losses from any high point for FSLCX and VIOO. For additional features, visit the drawdowns tool.
Volatility
FSLCX vs. VIOO - Volatility Comparison
The current volatility for Fidelity Small Cap Stock Fund (FSLCX) is 6.94%, while Vanguard S&P Small-Cap 600 ETF (VIOO) has a volatility of 7.77%. This indicates that FSLCX experiences smaller price fluctuations and is considered to be less risky than VIOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.