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 0.80, 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:
-0.31
VIOO:
-0.10
FSOPX:
-0.28
VIOO:
0.02
FSOPX:
0.96
VIOO:
1.00
FSOPX:
-0.21
VIOO:
-0.09
FSOPX:
-0.76
VIOO:
-0.25
FSOPX:
9.66%
VIOO:
9.59%
FSOPX:
23.84%
VIOO:
23.76%
FSOPX:
-61.73%
VIOO:
-44.15%
FSOPX:
-24.83%
VIOO:
-17.74%
Returns By Period
In the year-to-date period, FSOPX achieves a -6.84% return, which is significantly higher than VIOO's -9.80% return. Over the past 10 years, FSOPX has underperformed VIOO with an annualized return of 1.52%, while VIOO has yielded a comparatively higher 7.51% annualized return.
FSOPX
-6.84%
16.10%
-14.06%
-7.36%
4.72%
1.52%
VIOO
-9.80%
14.14%
-15.05%
-2.25%
12.13%
7.51%
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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 10.10%, more than VIOO's 1.65% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FSOPX Fidelity Series Small Cap Opportunities Fund | 10.10% | 9.41% | 0.98% | 5.16% | 30.85% | 2.01% | 6.67% | 14.62% | 11.15% | 0.69% | 6.15% | 5.74% |
VIOO Vanguard S&P Small-Cap 600 ETF | 1.65% | 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) and Vanguard S&P Small-Cap 600 ETF (VIOO) have volatilities of 11.23% and 10.89%, 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.