FSMDX vs. IMCB

In the year-to-date period, FSMDX achieves a -5.30% return, which is significantly lower than IMCB's -4.55% return. Both investments have delivered pretty close results over the past 10 years, with FSMDX having a 8.61% annualized return and IMCB not far behind at 8.20%.

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FSMDX has a 0.03% expense ratio, which is lower than IMCB's 0.04% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.

This table presents a comparison of risk-adjusted performance metrics for Fidelity Mid Cap Index Fund (FSMDX) and iShares Morningstar Mid-Cap ETF (IMCB). 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.

The current FSMDX Sharpe Ratio is 0.28, which is comparable to the IMCB Sharpe Ratio of 0.31. The chart below compares the historical Sharpe Ratios of FSMDX and IMCB, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

FSMDX's dividend yield for the trailing twelve months is around 2.45%, more than IMCB's 1.54% yield.

The maximum FSMDX drawdown since its inception was -40.35%, smaller than the maximum IMCB drawdown of -58.80%. Use the drawdown chart below to compare losses from any high point for FSMDX and IMCB. For additional features, visit the drawdowns tool.

Fidelity Mid Cap Index Fund (FSMDX) has a higher volatility of 13.91% compared to iShares Morningstar Mid-Cap ETF (IMCB) at 13.17%. This indicates that FSMDX's price experiences larger fluctuations and is considered to be riskier than IMCB based on this measure. The chart below showcases a comparison of their rolling one-month volatility.