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:
0.50
VOO:
2.04
FSLCX:
0.81
VOO:
2.72
FSLCX:
1.10
VOO:
1.38
FSLCX:
0.30
VOO:
3.02
FSLCX:
2.71
VOO:
13.60
FSLCX:
3.45%
VOO:
1.88%
FSLCX:
18.86%
VOO:
12.52%
FSLCX:
-66.70%
VOO:
-33.99%
FSLCX:
-23.85%
VOO:
-3.52%
Returns By Period
In the year-to-date period, FSLCX achieves a 6.62% return, which is significantly lower than VOO's 24.65% return. Over the past 10 years, FSLCX has underperformed VOO with an annualized return of 1.13%, while VOO has yielded a comparatively higher 13.02% annualized return.
FSLCX
6.62%
-5.31%
5.28%
7.62%
0.36%
1.13%
VOO
24.65%
-0.29%
7.63%
24.77%
14.57%
13.02%
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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 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 has not paid dividends to shareholders, while VOO's dividend yield for the trailing twelve months is around 1.26%.
| 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% |
VOO Vanguard S&P 500 ETF | 0.92% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% | 1.84% |
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 6.16% compared to Vanguard S&P 500 ETF (VOO) at 3.58%. 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.