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.
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.
Performance
FSLCX vs. VIOO - Performance Comparison
Key characteristics
FSLCX:
-0.03
VIOO:
-0.21
FSLCX:
0.12
VIOO:
-0.14
FSLCX:
1.01
VIOO:
0.98
FSLCX:
-0.02
VIOO:
-0.17
FSLCX:
-0.07
VIOO:
-0.58
FSLCX:
7.34%
VIOO:
8.28%
FSLCX:
21.90%
VIOO:
23.45%
FSLCX:
-66.70%
VIOO:
-44.15%
FSLCX:
-30.46%
VIOO:
-23.65%
Returns By Period
In the year-to-date period, FSLCX achieves a -9.36% return, which is significantly higher than VIOO's -16.28% return. Over the past 10 years, FSLCX has underperformed VIOO with an annualized return of -0.68%, while VIOO has yielded a comparatively higher 6.57% annualized return.
FSLCX
-9.36%
-5.95%
-14.68%
0.95%
5.16%
-0.68%
VIOO
-16.28%
-9.77%
-17.58%
-4.20%
11.91%
6.57%
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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.
Risk-Adjusted Performance
FSLCX vs. VIOO — Risk-Adjusted Performance Rank
FSLCX
VIOO
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 0.05%, less than VIOO's 1.77% 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% |
VIOO Vanguard S&P Small-Cap 600 ETF | 1.77% | 1.48% | 1.47% | 1.51% | 1.16% | 1.09% | 1.37% | 1.32% | 1.11% | 0.95% | 1.26% | 1.06% |
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 12.24%, while Vanguard S&P Small-Cap 600 ETF (VIOO) has a volatility of 14.06%. 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.