FSLCX vs. VOO
Compare and contrast key facts about Fidelity Small Cap Stock Fund (FSLCX) and Vanguard S&P 500 ETF (VOO).
FSLCX is managed by Fidelity. It was launched on Mar 12, 1998. VOO is a passively managed fund by Vanguard that tracks the performance of the S&P 500 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 VOO.
Correlation
The correlation between FSLCX and VOO is 0.84, 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. VOO - Performance Comparison
Key characteristics
FSLCX:
0.30
VOO:
1.76
FSLCX:
0.55
VOO:
2.37
FSLCX:
1.07
VOO:
1.32
FSLCX:
0.18
VOO:
2.66
FSLCX:
1.24
VOO:
11.10
FSLCX:
4.49%
VOO:
2.02%
FSLCX:
18.30%
VOO:
12.79%
FSLCX:
-66.70%
VOO:
-33.99%
FSLCX:
-24.44%
VOO:
-2.11%
Returns By Period
In the year-to-date period, FSLCX achieves a -1.52% return, which is significantly lower than VOO's 2.40% return. Over the past 10 years, FSLCX has underperformed VOO with an annualized return of 0.54%, while VOO has yielded a comparatively higher 13.03% annualized return.
FSLCX
-1.52%
-6.91%
-4.92%
5.49%
-0.22%
0.54%
VOO
2.40%
-1.05%
7.47%
19.81%
14.27%
13.03%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
FSLCX vs. VOO - Expense Ratio Comparison
FSLCX has a 0.90% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
FSLCX vs. VOO — Risk-Adjusted Performance Rank
FSLCX
VOO
FSLCX vs. VOO - 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 500 ETF (VOO). 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. VOO - Dividend Comparison
FSLCX's dividend yield for the trailing twelve months is around 0.05%, less than VOO's 1.22% 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% |
VOO Vanguard S&P 500 ETF | 1.22% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
FSLCX vs. VOO - Drawdown Comparison
The maximum FSLCX drawdown since its inception was -66.70%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for FSLCX and VOO. For additional features, visit the drawdowns tool.
Volatility
FSLCX vs. VOO - Volatility Comparison
Fidelity Small Cap Stock Fund (FSLCX) has a higher volatility of 4.64% compared to Vanguard S&P 500 ETF (VOO) at 3.38%. This indicates that FSLCX's price experiences larger fluctuations and is considered to be riskier than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.