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FSMD vs. LX
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

FSMD vs. LX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Fidelity Small-Mid Multifactor ETF (FSMD) and LexinFintech Holdings Ltd. (LX). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, FSMD achieves a 17.58% return, which is significantly higher than LX's -29.42% return.


FSMD

1D
1.00%
1M
6.31%
YTD
17.58%
6M
15.58%
1Y
29.65%
3Y*
17.46%
5Y*
10.00%
10Y*

LX

1D
-1.85%
1M
8.72%
YTD
-29.42%
6M
-29.21%
1Y
-66.12%
3Y*
6.33%
5Y*
-25.08%
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

FSMD vs. LX - Yearly Performance Comparison


2026 (YTD)2025202420232022202120202019
FSMD
Fidelity Small-Mid Multifactor ETF
17.58%8.70%15.18%17.37%-11.15%26.40%8.94%8.81%
LX
LexinFintech Holdings Ltd.
-29.42%-40.97%242.61%6.40%-50.78%-42.39%-51.76%15.37%

Correlation

The correlation between FSMD and LX is 0.29, which is low. Their price movements are largely independent, making them effective diversification partners.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.29

Correlation (3Y)
Calculated over the trailing 3-year period

0.31

Correlation (5Y)
Calculated over the trailing 5-year period

0.34

Correlation (All Time)
Calculated using the full available price history since Feb 28, 2019

0.32

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Return for Risk

FSMD vs. LX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

FSMD
FSMD Risk / Return Rank: 6666
Overall Rank
FSMD Sharpe Ratio Rank: 6161
Sharpe Ratio Rank
FSMD Sortino Ratio Rank: 6464
Sortino Ratio Rank
FSMD Omega Ratio Rank: 5858
Omega Ratio Rank
FSMD Calmar Ratio Rank: 7474
Calmar Ratio Rank
FSMD Martin Ratio Rank: 7373
Martin Ratio Rank

LX
LX Risk / Return Rank: 55
Overall Rank
LX Sharpe Ratio Rank: 44
Sharpe Ratio Rank
LX Sortino Ratio Rank: 33
Sortino Ratio Rank
LX Omega Ratio Rank: 33
Omega Ratio Rank
LX Calmar Ratio Rank: 55
Calmar Ratio Rank
LX Martin Ratio Rank: 1111
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

FSMD vs. LX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Fidelity Small-Mid Multifactor ETF (FSMD) and LexinFintech Holdings Ltd. (LX). 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


FSMDLXDifference
Sharpe ratioReturn per unit of total volatility

+2.84

Sortino ratioReturn per unit of downside risk

+4.58

Omega ratioGain probability vs. loss probability

1.31

0.76

+0.55

Calmar ratioReturn relative to maximum drawdown

3.30

-0.94

+4.24

Martin ratioReturn relative to average drawdown

11.89

-1.34

+13.23

FSMD vs. LX - Sharpe Ratio Comparison

The current FSMD Sharpe Ratio is 1.78, which is higher than the LX Sharpe Ratio of -1.06. The chart below compares the historical Sharpe Ratios of FSMD and LX, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Drawdowns

FSMD vs. LX - Drawdown Comparison

The maximum FSMD drawdown since its inception was -40.67%, smaller than the maximum LX drawdown of -93.19%. Use the drawdown chart below to compare losses from any high point for FSMD and LX.


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Drawdown Indicators


FSMDLXDifference

Max Drawdown

Largest peak-to-trough decline

-40.67%

-93.19%

+52.52%

Max Drawdown (1Y)

Largest decline over 1 year

-8.44%

-72.18%

+63.74%

Max Drawdown (3Y)

Largest decline over 3 years

-22.16%

-81.04%

+58.88%

Max Drawdown (5Y)

Largest decline over 5 years

-22.16%

-90.23%

+68.07%

Current Drawdown

Current decline from peak

0.00%

-84.89%

+84.89%

Average Drawdown

Average peak-to-trough decline

-5.98%

-63.34%

+57.36%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.34%

50.31%

-47.97%

Volatility

FSMD vs. LX - Volatility Comparison

The current volatility for Fidelity Small-Mid Multifactor ETF (FSMD) is 5.14%, while LexinFintech Holdings Ltd. (LX) has a volatility of 23.05%. This indicates that FSMD experiences smaller price fluctuations and is considered to be less risky than LX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


FSMDLXDifference

Volatility (1M)

Calculated over the trailing 1-month period

5.14%

23.05%

-17.91%

Volatility (6M)

Calculated over the trailing 6-month period

11.85%

36.74%

-24.89%

Volatility (1Y)

Calculated over the trailing 1-year period

15.69%

63.68%

-47.99%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

18.55%

73.61%

-55.06%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

21.43%

323.10%

-301.67%

Dividends

FSMD vs. LX - Dividend Comparison

FSMD's dividend yield for the trailing twelve months is around 1.18%, less than LX's 18.02% yield.


PositionTTM2025202420232022202120202019
FSMD
Fidelity Small-Mid Multifactor ETF
1.18%1.33%1.29%1.37%1.54%1.18%1.32%1.37%
LX
LexinFintech Holdings Ltd.
18.02%9.30%2.38%11.85%0.00%0.00%0.00%0.00%

Frequently Asked Questions


FSMD and LX have a correlation of 0.29, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

LX has higher volatility (23.05%) compared to FSMD (5.14%). In terms of maximum drawdown, FSMD dropped -40.67% vs LX's -93.19%.

FSMD currently has the higher Sharpe Ratio (1.78 vs -1.06), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

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