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.
Performance
FSOPX vs. VIOO - Performance Comparison
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FSOPX vs. VIOO - 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% |
VIOO Vanguard S&P Small-Cap 600 ETF | 3.49% | 6.04% | 8.48% | 16.16% | -16.26% | 26.79% | 11.47% | 22.68% | -8.65% | 13.16% |
Returns By Period
In the year-to-date period, FSOPX achieves a 0.86% return, which is significantly lower than VIOO's 3.49% return. Over the past 10 years, FSOPX has outperformed VIOO with an annualized return of 11.50%, while VIOO has yielded a comparatively lower 9.84% 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%
VIOO
- 1D
- 2.80%
- 1M
- -4.04%
- YTD
- 3.49%
- 6M
- 5.34%
- 1Y
- 20.57%
- 3Y*
- 10.51%
- 5Y*
- 4.09%
- 10Y*
- 9.84%
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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%.
Return for Risk
FSOPX vs. VIOO — Risk / Return Rank
FSOPX
VIOO
FSOPX vs. VIOO - Risk-Adjusted Trends 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.
| FSOPX | VIOO | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.26 | 0.91 | +0.34 |
Sortino ratioReturn per unit of downside risk | 1.84 | 1.41 | +0.43 |
Omega ratioGain probability vs. loss probability | 1.25 | 1.19 | +0.06 |
Calmar ratioReturn relative to maximum drawdown | 1.84 | 1.45 | +0.39 |
Martin ratioReturn relative to average drawdown | 7.90 | 5.78 | +2.12 |
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 | VIOO | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.26 | 0.91 | +0.34 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.38 | 0.19 | +0.19 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.53 | 0.43 | +0.10 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.36 | 0.54 | -0.18 |
Correlation
The correlation between FSOPX and VIOO is 0.93, 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. VIOO - Dividend Comparison
FSOPX's dividend yield for the trailing twelve months is around 4.38%, more than VIOO's 1.31% 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% |
VIOO Vanguard S&P Small-Cap 600 ETF | 1.31% | 1.36% | 1.48% | 1.47% | 1.51% | 1.16% | 1.09% | 1.37% | 1.32% | 1.11% | 1.06% | 1.26% |
Drawdowns
FSOPX vs. VIOO - Drawdown Comparison
The maximum FSOPX drawdown since its inception was -61.75%, 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.
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Drawdown Indicators
| FSOPX | VIOO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -61.75% | -44.15% | -17.60% |
Max Drawdown (1Y)Largest decline over 1 year | -13.87% | -14.66% | +0.79% |
Max Drawdown (5Y)Largest decline over 5 years | -30.06% | -27.93% | -2.13% |
Max Drawdown (10Y)Largest decline over 10 years | -39.15% | -44.15% | +5.00% |
Current DrawdownCurrent decline from peak | -9.71% | -5.80% | -3.91% |
Average DrawdownAverage peak-to-trough decline | -10.45% | -7.40% | -3.05% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.22% | 3.67% | -0.45% |
Volatility
FSOPX vs. VIOO - Volatility Comparison
Fidelity Series Small Cap Opportunities Fund (FSOPX) has a higher volatility of 6.88% compared to Vanguard S&P Small-Cap 600 ETF (VIOO) at 6.34%. 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.
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Volatility by Period
| FSOPX | VIOO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.88% | 6.34% | +0.54% |
Volatility (6M)Calculated over the trailing 6-month period | 13.05% | 13.10% | -0.05% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.21% | 22.67% | -0.46% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.63% | 21.51% | +0.12% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.90% | 22.98% | -1.08% |