FSOPX vs. VIOO
Compare and contrast key facts about Fidelity Series Small Cap Opportunities Fund (FSOPX) and Vanguard S&P Small-Cap 600 ETF (VIOO).
FSOPX is managed by Fidelity. It was launched on Mar 22, 2007. VIOO is a passively managed fund by Vanguard that tracks the performance of the S&P SmallCap 600 Index. It was launched on Sep 7, 2010.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FSOPX or VIOO.
Correlation
The correlation between FSOPX and VIOO is 0.92, 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. VIOO - Performance Comparison
Key characteristics
FSOPX:
0.27
VIOO:
0.55
FSOPX:
0.52
VIOO:
0.92
FSOPX:
1.06
VIOO:
1.11
FSOPX:
0.22
VIOO:
0.86
FSOPX:
1.03
VIOO:
2.38
FSOPX:
4.98%
VIOO:
4.33%
FSOPX:
18.75%
VIOO:
18.81%
FSOPX:
-61.73%
VIOO:
-44.15%
FSOPX:
-18.27%
VIOO:
-7.05%
Returns By Period
In the year-to-date period, FSOPX achieves a 1.30% return, which is significantly lower than VIOO's 1.92% return. Over the past 10 years, FSOPX has underperformed VIOO with an annualized return of 2.57%, while VIOO has yielded a comparatively higher 8.90% annualized return.
FSOPX
1.30%
-3.83%
-4.06%
6.47%
2.12%
2.57%
VIOO
1.92%
-0.43%
4.35%
12.73%
8.98%
8.90%
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FSOPX vs. VIOO - Expense Ratio Comparison
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%.
Risk-Adjusted Performance
FSOPX vs. VIOO — Risk-Adjusted Performance Rank
FSOPX
VIOO
FSOPX vs. VIOO - Risk-Adjusted Performance Comparison
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.
Dividends
FSOPX vs. VIOO - Dividend Comparison
FSOPX's dividend yield for the trailing twelve months is around 2.17%, more than VIOO's 1.46% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FSOPX Fidelity Series Small Cap Opportunities Fund | 2.17% | 2.20% | 0.98% | 1.17% | 0.82% | 0.85% | 1.16% | 1.23% | 0.83% | 0.47% | 6.15% | 5.74% |
VIOO Vanguard S&P Small-Cap 600 ETF | 1.46% | 1.48% | 1.47% | 1.51% | 1.16% | 1.09% | 1.37% | 1.32% | 1.11% | 0.95% | 1.26% | 1.06% |
Drawdowns
FSOPX vs. VIOO - Drawdown Comparison
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. For additional features, visit the drawdowns tool.
Volatility
FSOPX vs. VIOO - Volatility Comparison
Fidelity Series Small Cap Opportunities Fund (FSOPX) has a higher volatility of 4.14% compared to Vanguard S&P Small-Cap 600 ETF (VIOO) at 3.86%. This indicates that FSOPX's price experiences larger fluctuations and is considered to be riskier than VIOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.