FSOPX vs. VSCIX
Compare and contrast key facts about Fidelity Series Small Cap Opportunities Fund (FSOPX) and Vanguard Small-Cap Index Fund Institutional Shares (VSCIX).
FSOPX is managed by Fidelity. It was launched on Mar 22, 2007. VSCIX is managed by Vanguard. It was launched on Jul 7, 1997.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FSOPX or VSCIX.
Key characteristics
| FSOPX | VSCIX | |
|---|---|---|
| YTD Return | 26.97% | 21.31% |
| 1Y Return | 49.80% | 41.79% |
| 3Y Return (Ann) | 6.64% | 4.18% |
| 5Y Return (Ann) | 13.64% | 11.60% |
| 10Y Return (Ann) | 11.18% | 9.98% |
| Sharpe Ratio | 2.65 | 2.47 |
| Sortino Ratio | 3.63 | 3.41 |
| Omega Ratio | 1.45 | 1.42 |
| Calmar Ratio | 2.56 | 2.07 |
| Martin Ratio | 17.01 | 14.08 |
| Ulcer Index | 3.02% | 3.08% |
| Daily Std Dev | 19.40% | 17.60% |
| Max Drawdown | -61.73% | -59.66% |
| Current Drawdown | 0.00% | 0.00% |
Correlation
The correlation between FSOPX and VSCIX 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. VSCIX - Performance Comparison
In the year-to-date period, FSOPX achieves a 26.97% return, which is significantly higher than VSCIX's 21.31% return. Over the past 10 years, FSOPX has outperformed VSCIX with an annualized return of 11.18%, while VSCIX has yielded a comparatively lower 9.98% 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. VSCIX - Expense Ratio Comparison
FSOPX has a 0.00% expense ratio, which is lower than VSCIX's 0.04% 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. VSCIX - 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 Index Fund Institutional Shares (VSCIX). 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. VSCIX - Dividend Comparison
FSOPX's dividend yield for the trailing twelve months is around 1.83%, more than VSCIX's 1.30% 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% |
VSCIX Vanguard Small-Cap Index Fund Institutional Shares | 1.30% | 1.56% | 1.55% | 1.25% | 1.15% | 1.40% | 1.68% | 1.36% | 1.50% | 1.49% | 1.44% | 1.31% |
Drawdowns
FSOPX vs. VSCIX - Drawdown Comparison
The maximum FSOPX drawdown since its inception was -61.73%, roughly equal to the maximum VSCIX drawdown of -59.66%. Use the drawdown chart below to compare losses from any high point for FSOPX and VSCIX. For additional features, visit the drawdowns tool.
Volatility
FSOPX vs. VSCIX - Volatility Comparison
Fidelity Series Small Cap Opportunities Fund (FSOPX) has a higher volatility of 6.31% compared to Vanguard Small-Cap Index Fund Institutional Shares (VSCIX) at 5.27%. This indicates that FSOPX's price experiences larger fluctuations and is considered to be riskier than VSCIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.