PortfoliosLab logoPortfoliosLab logo
FSSZX vs. FZROX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

FSSZX vs. FZROX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Fidelity Advisor Stock Selector Small Cap Fund Class Z (FSSZX) and Fidelity ZERO Total Market Index Fund (FZROX). The values are adjusted to include any dividend payments, if applicable.

Loading graphics...

FSSZX vs. FZROX - Yearly Performance Comparison


2026 (YTD)20252024202320222021202020192018
FSSZX
Fidelity Advisor Stock Selector Small Cap Fund Class Z
0.42%14.49%14.62%19.60%-18.17%24.90%21.91%30.62%-18.39%
FZROX
Fidelity ZERO Total Market Index Fund
-6.77%17.23%23.94%26.20%-19.21%26.00%20.51%31.15%-12.72%

Returns By Period

In the year-to-date period, FSSZX achieves a 0.42% return, which is significantly higher than FZROX's -6.77% return.


FSSZX

1D
-1.80%
1M
-8.43%
YTD
0.42%
6M
5.76%
1Y
26.47%
3Y*
14.62%
5Y*
7.43%
10Y*

FZROX

1D
-0.45%
1M
-7.71%
YTD
-6.77%
6M
-4.49%
1Y
14.82%
3Y*
16.81%
5Y*
10.36%
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


FSSZX vs. FZROX - Expense Ratio Comparison

FSSZX has a 0.79% expense ratio, which is higher than FZROX's 0.00% expense ratio.


Return for Risk

FSSZX vs. FZROX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

FSSZX
FSSZX Risk / Return Rank: 7070
Overall Rank
FSSZX Sharpe Ratio Rank: 6868
Sharpe Ratio Rank
FSSZX Sortino Ratio Rank: 7171
Sortino Ratio Rank
FSSZX Omega Ratio Rank: 6262
Omega Ratio Rank
FSSZX Calmar Ratio Rank: 7474
Calmar Ratio Rank
FSSZX Martin Ratio Rank: 7676
Martin Ratio Rank

FZROX
FZROX Risk / Return Rank: 4646
Overall Rank
FZROX Sharpe Ratio Rank: 4141
Sharpe Ratio Rank
FZROX Sortino Ratio Rank: 4545
Sortino Ratio Rank
FZROX Omega Ratio Rank: 4949
Omega Ratio Rank
FZROX Calmar Ratio Rank: 4141
Calmar Ratio Rank
FZROX Martin Ratio Rank: 5353
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

FSSZX vs. FZROX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Stock Selector Small Cap Fund Class Z (FSSZX) and Fidelity ZERO Total Market Index Fund (FZROX). 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.


FSSZXFZROXDifference

Sharpe ratio

Return per unit of total volatility

1.18

0.84

+0.35

Sortino ratio

Return per unit of downside risk

1.75

1.30

+0.46

Omega ratio

Gain probability vs. loss probability

1.23

1.20

+0.04

Calmar ratio

Return relative to maximum drawdown

1.72

1.05

+0.67

Martin ratio

Return relative to average drawdown

7.36

5.11

+2.25

FSSZX vs. FZROX - Sharpe Ratio Comparison

The current FSSZX Sharpe Ratio is 1.18, which is higher than the FZROX Sharpe Ratio of 0.84. The chart below compares the historical Sharpe Ratios of FSSZX and FZROX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Loading graphics...

Sharpe Ratios by Period


FSSZXFZROXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.18

0.84

+0.35

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.35

0.60

-0.25

Sharpe Ratio (All Time)

Calculated using the full available price history

0.49

0.61

-0.12

Correlation

The correlation between FSSZX and FZROX 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.


Dividends

FSSZX vs. FZROX - Dividend Comparison

FSSZX's dividend yield for the trailing twelve months is around 0.83%, less than FZROX's 1.10% yield.


TTM202520242023202220212020201920182017
FSSZX
Fidelity Advisor Stock Selector Small Cap Fund Class Z
0.83%0.84%2.93%0.35%0.15%10.95%1.40%2.29%22.58%10.60%
FZROX
Fidelity ZERO Total Market Index Fund
1.10%1.02%1.16%1.36%1.57%1.25%1.27%1.51%0.00%0.00%

Drawdowns

FSSZX vs. FZROX - Drawdown Comparison

The maximum FSSZX drawdown since its inception was -38.43%, which is greater than FZROX's maximum drawdown of -34.96%. Use the drawdown chart below to compare losses from any high point for FSSZX and FZROX.


Loading graphics...

Drawdown Indicators


FSSZXFZROXDifference

Max Drawdown

Largest peak-to-trough decline

-38.43%

-34.96%

-3.47%

Max Drawdown (1Y)

Largest decline over 1 year

-13.84%

-12.44%

-1.40%

Max Drawdown (5Y)

Largest decline over 5 years

-30.51%

-25.12%

-5.39%

Current Drawdown

Current decline from peak

-9.83%

-8.89%

-0.94%

Average Drawdown

Average peak-to-trough decline

-8.24%

-5.61%

-2.63%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.24%

2.56%

+0.68%

Volatility

FSSZX vs. FZROX - Volatility Comparison

Fidelity Advisor Stock Selector Small Cap Fund Class Z (FSSZX) has a higher volatility of 6.91% compared to Fidelity ZERO Total Market Index Fund (FZROX) at 4.41%. This indicates that FSSZX's price experiences larger fluctuations and is considered to be riskier than FZROX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


Loading graphics...

Volatility by Period


FSSZXFZROXDifference

Volatility (1M)

Calculated over the trailing 1-month period

6.91%

4.41%

+2.50%

Volatility (6M)

Calculated over the trailing 6-month period

13.00%

9.34%

+3.66%

Volatility (1Y)

Calculated over the trailing 1-year period

22.18%

18.49%

+3.69%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

21.55%

17.40%

+4.15%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

22.35%

20.25%

+2.10%