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:
-0.03
VOO:
0.32
FSLCX:
0.12
VOO:
0.57
FSLCX:
1.01
VOO:
1.08
FSLCX:
-0.02
VOO:
0.32
FSLCX:
-0.07
VOO:
1.42
FSLCX:
7.34%
VOO:
4.19%
FSLCX:
21.90%
VOO:
18.73%
FSLCX:
-66.70%
VOO:
-33.99%
FSLCX:
-30.46%
VOO:
-13.85%
Returns By Period
In the year-to-date period, FSLCX achieves a -9.36% return, which is significantly higher than VOO's -9.88% return. Over the past 10 years, FSLCX has underperformed VOO with an annualized return of -0.67%, while VOO has yielded a comparatively higher 11.64% annualized return.
FSLCX
-9.36%
-4.29%
-15.15%
0.41%
5.16%
-0.67%
VOO
-9.88%
-5.88%
-9.00%
6.61%
14.69%
11.64%
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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 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 1.44% 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 | 1.44% | 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
The current volatility for Fidelity Small Cap Stock Fund (FSLCX) is 12.24%, while Vanguard S&P 500 ETF (VOO) has a volatility of 13.31%. This indicates that FSLCX experiences smaller price fluctuations and is considered to be less risky than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.