FSSMX vs. VOT
Compare and contrast key facts about Fidelity Stock Selector Mid Cap Fund (FSSMX) and Vanguard Mid-Cap Growth ETF (VOT).
FSSMX is managed by Fidelity. It was launched on Feb 20, 1996. VOT is a passively managed fund by Vanguard that tracks the performance of the MSCI US Mid Cap Growth Index. It was launched on Aug 17, 2006.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FSSMX or VOT.
Correlation
The correlation between FSSMX and VOT is 0.88, 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
FSSMX vs. VOT - Performance Comparison
Key characteristics
FSSMX:
0.70
VOT:
1.38
FSSMX:
1.08
VOT:
1.91
FSSMX:
1.13
VOT:
1.25
FSSMX:
0.61
VOT:
1.27
FSSMX:
2.67
VOT:
6.98
FSSMX:
4.15%
VOT:
2.97%
FSSMX:
15.83%
VOT:
14.98%
FSSMX:
-50.54%
VOT:
-60.17%
FSSMX:
-7.50%
VOT:
-2.84%
Returns By Period
In the year-to-date period, FSSMX achieves a 3.93% return, which is significantly lower than VOT's 6.06% return. Over the past 10 years, FSSMX has underperformed VOT with an annualized return of 3.73%, while VOT has yielded a comparatively higher 10.54% annualized return.
FSSMX
3.93%
-1.95%
5.60%
12.04%
4.99%
3.73%
VOT
6.06%
-0.56%
15.32%
21.89%
10.63%
10.54%
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FSSMX vs. VOT - Expense Ratio Comparison
FSSMX has a 0.79% expense ratio, which is higher than VOT's 0.07% expense ratio.
Risk-Adjusted Performance
FSSMX vs. VOT — Risk-Adjusted Performance Rank
FSSMX
VOT
FSSMX vs. VOT - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Stock Selector Mid Cap Fund (FSSMX) and Vanguard Mid-Cap Growth ETF (VOT). 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
FSSMX vs. VOT - Dividend Comparison
FSSMX's dividend yield for the trailing twelve months is around 0.55%, less than VOT's 0.63% yield.
TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
FSSMX Fidelity Stock Selector Mid Cap Fund | 0.55% | 0.57% | 0.78% | 0.77% | 0.72% | 1.02% | 0.65% | 1.06% | 0.49% | 0.73% | 0.58% | 0.30% |
VOT Vanguard Mid-Cap Growth ETF | 0.63% | 0.67% | 0.71% | 0.78% | 0.34% | 0.56% | 0.78% | 0.84% | 0.72% | 0.81% | 0.81% | 0.79% |
Drawdowns
FSSMX vs. VOT - Drawdown Comparison
The maximum FSSMX drawdown since its inception was -50.54%, smaller than the maximum VOT drawdown of -60.17%. Use the drawdown chart below to compare losses from any high point for FSSMX and VOT. For additional features, visit the drawdowns tool.
Volatility
FSSMX vs. VOT - Volatility Comparison
The current volatility for Fidelity Stock Selector Mid Cap Fund (FSSMX) is 3.44%, while Vanguard Mid-Cap Growth ETF (VOT) has a volatility of 3.95%. This indicates that FSSMX experiences smaller price fluctuations and is considered to be less risky than VOT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.