FSOPX vs. VIOO

In the year-to-date period, FSOPX achieves a -5.74% return, which is significantly higher than VIOO's -8.22% return. Over the past 10 years, FSOPX has outperformed VIOO with an annualized return of 8.47%, while VIOO has yielded a comparatively lower 7.57% annualized return.

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

FSOPX has a 0.00% expense ratio, which is lower than VIOO's 0.10% 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 Series Small Cap Opportunities Fund (FSOPX) and Vanguard S&P Small-Cap 600 ETF (VIOO). 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 FSOPX Sharpe Ratio is 0.01, which is higher than the VIOO Sharpe Ratio of -0.03. The chart below compares the historical Sharpe Ratios of FSOPX and VIOO, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

FSOPX's dividend yield for the trailing twelve months is around 9.98%, more than VIOO's 1.62% yield.

The maximum FSOPX drawdown since its inception was -61.73%, which is greater than VIOO's maximum drawdown of -44.15%. Use the drawdown chart below to compare losses from any high point for FSOPX and VIOO.

The current volatility for Fidelity Series Small Cap Opportunities Fund (FSOPX) is 6.24%, while Vanguard S&P Small-Cap 600 ETF (VIOO) has a volatility of 6.64%. This indicates that FSOPX experiences smaller price fluctuations and is considered to be less risky than VIOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.