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.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FSOPX or VB.
Key characteristics
| FSOPX | VB | |
|---|---|---|
| YTD Return | 26.97% | 21.31% |
| 1Y Return | 49.80% | 41.82% |
| 3Y Return (Ann) | 6.64% | 4.19% |
| 5Y Return (Ann) | 13.64% | 11.63% |
| 10Y Return (Ann) | 11.18% | 9.99% |
| Sharpe Ratio | 2.65 | 2.47 |
| Sortino Ratio | 3.63 | 3.40 |
| Omega Ratio | 1.45 | 1.42 |
| Calmar Ratio | 2.56 | 2.07 |
| Martin Ratio | 17.01 | 14.09 |
| Ulcer Index | 3.02% | 3.08% |
| Daily Std Dev | 19.40% | 17.63% |
| Max Drawdown | -61.73% | -59.58% |
| Current Drawdown | 0.00% | 0.00% |
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.
Performance
FSOPX vs. VB - Performance Comparison
In the year-to-date period, FSOPX achieves a 26.97% return, which is significantly higher than VB's 21.31% return. Over the past 10 years, FSOPX has outperformed VB with an annualized return of 11.18%, while VB has yielded a comparatively lower 9.99% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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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%.
Risk-Adjusted Performance
FSOPX vs. VB - Risk-Adjusted Performance 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.
Dividends
FSOPX vs. VB - Dividend Comparison
FSOPX's dividend yield for the trailing twelve months is around 1.83%, more than VB's 1.29% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FSOPX Fidelity Series Small Cap Opportunities Fund | 1.83% | 0.98% | 1.17% | 0.82% | 0.85% | 1.16% | 1.23% | 0.83% | 0.47% | 6.15% | 5.74% | 10.27% |
VB Vanguard Small-Cap ETF | 1.29% | 1.55% | 1.59% | 1.24% | 1.14% | 1.39% | 1.67% | 1.35% | 1.50% | 1.48% | 1.43% | 1.31% |
Drawdowns
FSOPX vs. VB - Drawdown Comparison
The maximum FSOPX drawdown since its inception was -61.73%, roughly equal to the maximum VB drawdown of -59.58%. Use the drawdown chart below to compare losses from any high point for FSOPX and VB. For additional features, visit the drawdowns tool.
Volatility
FSOPX vs. VB - Volatility Comparison
Fidelity Series Small Cap Opportunities Fund (FSOPX) has a higher volatility of 6.31% compared to Vanguard Small-Cap ETF (VB) at 5.24%. This indicates that FSOPX's price experiences larger fluctuations and is considered to be riskier than VB based on this measure. The chart below showcases a comparison of their rolling one-month volatility.