FSOPX vs. VSMAX
Compare and contrast key facts about Fidelity Series Small Cap Opportunities Fund (FSOPX) and Vanguard Small-Cap Index Fund Admiral Shares (VSMAX).
FSOPX is managed by Fidelity. It was launched on Mar 22, 2007. VSMAX is managed by Vanguard. It was launched on Nov 13, 2000.
Performance
FSOPX vs. VSMAX - Performance Comparison
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FSOPX vs. VSMAX - 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% |
VSMAX Vanguard Small-Cap Index Fund Admiral Shares | -1.21% | 8.83% | 14.23% | 18.17% | -17.61% | 17.74% | 19.06% | 27.36% | -9.33% | 16.24% |
Returns By Period
In the year-to-date period, FSOPX achieves a 0.86% return, which is significantly higher than VSMAX's -1.21% return. Over the past 10 years, FSOPX has outperformed VSMAX with an annualized return of 11.50%, while VSMAX has yielded a comparatively lower 10.15% 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%
VSMAX
- 1D
- -0.98%
- 1M
- -8.09%
- YTD
- -1.21%
- 6M
- 0.58%
- 1Y
- 16.07%
- 3Y*
- 11.85%
- 5Y*
- 5.02%
- 10Y*
- 10.15%
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FSOPX vs. VSMAX - Expense Ratio Comparison
FSOPX has a 0.00% expense ratio, which is lower than VSMAX's 0.05% 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. VSMAX — Risk / Return Rank
FSOPX
VSMAX
FSOPX vs. VSMAX - Risk-Adjusted Trends 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 Admiral Shares (VSMAX). 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 | VSMAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.26 | 0.75 | +0.51 |
Sortino ratioReturn per unit of downside risk | 1.84 | 1.19 | +0.66 |
Omega ratioGain probability vs. loss probability | 1.25 | 1.16 | +0.08 |
Calmar ratioReturn relative to maximum drawdown | 1.84 | 0.97 | +0.87 |
Martin ratioReturn relative to average drawdown | 7.90 | 4.20 | +3.71 |
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 | VSMAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.26 | 0.75 | +0.51 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.38 | 0.24 | +0.14 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.53 | 0.47 | +0.05 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.36 | 0.37 | -0.01 |
Correlation
The correlation between FSOPX and VSMAX 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.
Dividends
FSOPX vs. VSMAX - Dividend Comparison
FSOPX's dividend yield for the trailing twelve months is around 4.38%, more than VSMAX's 1.38% 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% |
VSMAX Vanguard Small-Cap Index Fund Admiral Shares | 1.38% | 1.33% | 1.30% | 1.56% | 1.54% | 1.24% | 1.14% | 1.39% | 1.67% | 1.35% | 1.49% | 1.48% |
Drawdowns
FSOPX vs. VSMAX - Drawdown Comparison
The maximum FSOPX drawdown since its inception was -61.75%, roughly equal to the maximum VSMAX drawdown of -59.68%. Use the drawdown chart below to compare losses from any high point for FSOPX and VSMAX.
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Drawdown Indicators
| FSOPX | VSMAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -61.75% | -59.68% | -2.07% |
Max Drawdown (1Y)Largest decline over 1 year | -13.87% | -14.30% | +0.43% |
Max Drawdown (5Y)Largest decline over 5 years | -30.06% | -28.14% | -1.92% |
Max Drawdown (10Y)Largest decline over 10 years | -39.15% | -41.82% | +2.67% |
Current DrawdownCurrent decline from peak | -9.71% | -8.97% | -0.74% |
Average DrawdownAverage peak-to-trough decline | -10.45% | -9.75% | -0.70% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.22% | 3.30% | -0.08% |
Volatility
FSOPX vs. VSMAX - Volatility Comparison
Fidelity Series Small Cap Opportunities Fund (FSOPX) has a higher volatility of 6.88% compared to Vanguard Small-Cap Index Fund Admiral Shares (VSMAX) at 5.91%. This indicates that FSOPX's price experiences larger fluctuations and is considered to be riskier than VSMAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FSOPX | VSMAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.88% | 5.91% | +0.97% |
Volatility (6M)Calculated over the trailing 6-month period | 13.05% | 12.22% | +0.83% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.21% | 21.62% | +0.59% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.63% | 20.69% | +0.94% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.90% | 21.52% | +0.38% |