FSOPX vs. QSMLX
Compare and contrast key facts about Fidelity Series Small Cap Opportunities Fund (FSOPX) and AQR Small Cap Multi-Style Fund (QSMLX).
FSOPX is managed by Fidelity. It was launched on Mar 22, 2007. QSMLX is managed by AQR Funds. It was launched on Mar 26, 2013.
Performance
FSOPX vs. QSMLX - Performance Comparison
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FSOPX vs. QSMLX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FSOPX Fidelity Series Small Cap Opportunities Fund | 0.86% | 15.81% | 15.31% | 20.38% | -17.82% | 23.39% | 17.03% | 29.92% | -8.12% | 11.10% |
QSMLX AQR Small Cap Multi-Style Fund | -0.44% | 17.41% | 11.02% | 24.01% | -18.31% | 26.54% | 17.99% | 20.42% | -14.26% | 9.33% |
Returns By Period
In the year-to-date period, FSOPX achieves a 0.86% return, which is significantly higher than QSMLX's -0.44% return. Over the past 10 years, FSOPX has outperformed QSMLX with an annualized return of 11.50%, while QSMLX has yielded a comparatively lower 10.41% annualized return.
FSOPX
- 1D
- -1.74%
- 1M
- -8.30%
- YTD
- 0.86%
- 6M
- 6.56%
- 1Y
- 28.20%
- 3Y*
- 15.63%
- 5Y*
- 8.26%
- 10Y*
- 11.50%
QSMLX
- 1D
- -1.53%
- 1M
- -7.52%
- YTD
- -0.44%
- 6M
- 0.79%
- 1Y
- 25.04%
- 3Y*
- 16.69%
- 5Y*
- 7.23%
- 10Y*
- 10.41%
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FSOPX vs. QSMLX - Expense Ratio Comparison
FSOPX has a 0.00% expense ratio, which is lower than QSMLX's 0.72% expense ratio.
Return for Risk
FSOPX vs. QSMLX — Risk / Return Rank
FSOPX
QSMLX
FSOPX vs. QSMLX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Series Small Cap Opportunities Fund (FSOPX) and AQR Small Cap Multi-Style Fund (QSMLX). 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.
| FSOPX | QSMLX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.26 | 1.15 | +0.11 |
Sortino ratioReturn per unit of downside risk | 1.84 | 1.69 | +0.15 |
Omega ratioGain probability vs. loss probability | 1.25 | 1.22 | +0.03 |
Calmar ratioReturn relative to maximum drawdown | 1.84 | 1.92 | -0.08 |
Martin ratioReturn relative to average drawdown | 7.90 | 7.14 | +0.77 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| FSOPX | QSMLX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.26 | 1.15 | +0.11 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.38 | 0.32 | +0.06 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.53 | 0.45 | +0.08 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.36 | 0.39 | -0.03 |
Correlation
The correlation between FSOPX and QSMLX is 0.96, 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.
Dividends
FSOPX vs. QSMLX - Dividend Comparison
FSOPX's dividend yield for the trailing twelve months is around 4.38%, less than QSMLX's 10.36% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FSOPX Fidelity Series Small Cap Opportunities Fund | 4.38% | 4.41% | 9.41% | 0.98% | 5.16% | 30.85% | 2.01% | 6.67% | 13.99% | 10.31% | 0.69% | 5.93% |
QSMLX AQR Small Cap Multi-Style Fund | 10.36% | 10.31% | 13.88% | 6.74% | 0.87% | 6.13% | 1.77% | 0.97% | 13.57% | 10.71% | 2.53% | 0.22% |
Drawdowns
FSOPX vs. QSMLX - Drawdown Comparison
The maximum FSOPX drawdown since its inception was -61.75%, which is greater than QSMLX's maximum drawdown of -44.38%. Use the drawdown chart below to compare losses from any high point for FSOPX and QSMLX.
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Drawdown Indicators
| FSOPX | QSMLX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -61.75% | -44.38% | -17.37% |
Max Drawdown (1Y)Largest decline over 1 year | -13.87% | -12.18% | -1.69% |
Max Drawdown (5Y)Largest decline over 5 years | -30.06% | -30.21% | +0.15% |
Max Drawdown (10Y)Largest decline over 10 years | -39.15% | -44.38% | +5.23% |
Current DrawdownCurrent decline from peak | -9.71% | -9.33% | -0.38% |
Average DrawdownAverage peak-to-trough decline | -10.45% | -8.28% | -2.17% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.22% | 3.27% | -0.05% |
Volatility
FSOPX vs. QSMLX - Volatility Comparison
Fidelity Series Small Cap Opportunities Fund (FSOPX) and AQR Small Cap Multi-Style Fund (QSMLX) have volatilities of 6.88% and 6.75%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FSOPX | QSMLX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.88% | 6.75% | +0.13% |
Volatility (6M)Calculated over the trailing 6-month period | 13.05% | 14.50% | -1.45% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.21% | 22.62% | -0.41% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.63% | 22.50% | -0.87% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.90% | 23.14% | -1.24% |