FSOPX vs. VB
Compare and contrast key facts about Fidelity Series Small Cap Opportunities Fund (FSOPX) and Vanguard Small-Cap ETF (VB).
FSOPX is managed by Fidelity. It was launched on Mar 22, 2007. VB is a passively managed fund by Vanguard that tracks the performance of the CRSP US Small Cap. It was launched on Jan 26, 2004.
Performance
FSOPX vs. VB - Performance Comparison
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FSOPX vs. VB - 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% |
VB Vanguard Small-Cap ETF | 1.92% | 8.87% | 14.17% | 18.22% | -17.51% | 17.57% | 19.19% | 27.34% | -9.34% | 16.26% |
Returns By Period
In the year-to-date period, FSOPX achieves a 0.86% return, which is significantly lower than VB's 1.92% return. Over the past 10 years, FSOPX has outperformed VB with an annualized return of 11.50%, while VB has yielded a comparatively lower 10.51% 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%
VB
- 1D
- 3.18%
- 1M
- -5.13%
- YTD
- 1.92%
- 6M
- 3.76%
- 1Y
- 19.75%
- 3Y*
- 13.04%
- 5Y*
- 5.35%
- 10Y*
- 10.51%
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FSOPX vs. VB - Expense Ratio Comparison
FSOPX has a 0.00% expense ratio, which is lower than VB's 0.05% 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%.
Return for Risk
FSOPX vs. VB — Risk / Return Rank
FSOPX
VB
FSOPX vs. VB - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Series Small Cap Opportunities Fund (FSOPX) and Vanguard Small-Cap ETF (VB). 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 | VB | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.26 | 0.91 | +0.35 |
Sortino ratioReturn per unit of downside risk | 1.84 | 1.41 | +0.44 |
Omega ratioGain probability vs. loss probability | 1.25 | 1.19 | +0.05 |
Calmar ratioReturn relative to maximum drawdown | 1.84 | 1.39 | +0.45 |
Martin ratioReturn relative to average drawdown | 7.90 | 5.97 | +1.94 |
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 | VB | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.26 | 0.91 | +0.35 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.38 | 0.26 | +0.13 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.53 | 0.49 | +0.03 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.36 | 0.42 | -0.06 |
Correlation
The correlation between FSOPX and VB is 0.98, 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. VB - Dividend Comparison
FSOPX's dividend yield for the trailing twelve months is around 4.38%, more than VB's 1.34% 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% |
VB Vanguard Small-Cap ETF | 1.34% | 1.33% | 1.30% | 1.55% | 1.59% | 1.24% | 1.14% | 1.39% | 1.67% | 1.35% | 1.50% | 1.48% |
Drawdowns
FSOPX vs. VB - Drawdown Comparison
The maximum FSOPX drawdown since its inception was -61.75%, roughly equal to the maximum VB drawdown of -59.56%. Use the drawdown chart below to compare losses from any high point for FSOPX and VB.
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Drawdown Indicators
| FSOPX | VB | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -61.75% | -59.56% | -2.19% |
Max Drawdown (1Y)Largest decline over 1 year | -13.87% | -14.29% | +0.42% |
Max Drawdown (5Y)Largest decline over 5 years | -30.06% | -28.15% | -1.91% |
Max Drawdown (10Y)Largest decline over 10 years | -39.15% | -42.05% | +2.90% |
Current DrawdownCurrent decline from peak | -9.71% | -6.08% | -3.63% |
Average DrawdownAverage peak-to-trough decline | -10.45% | -8.49% | -1.96% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.22% | 3.32% | -0.10% |
Volatility
FSOPX vs. VB - Volatility Comparison
Fidelity Series Small Cap Opportunities Fund (FSOPX) and Vanguard Small-Cap ETF (VB) have volatilities of 6.88% and 6.84%, 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 | VB | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.88% | 6.84% | +0.04% |
Volatility (6M)Calculated over the trailing 6-month period | 13.05% | 12.60% | +0.45% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.21% | 21.86% | +0.35% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.63% | 20.78% | +0.85% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.90% | 21.40% | +0.50% |