FZIPX vs. VB
Compare and contrast key facts about Fidelity ZERO Extended Market Index Fund (FZIPX) and Vanguard Small-Cap ETF (VB).
FZIPX is managed by Fidelity. VB is a passively managed fund by Vanguard that tracks the performance of the CRSP US Small Cap. It was launched on Jan 26, 2004.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FZIPX or VB.
Correlation
The correlation between FZIPX and VB is 0.99, 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
FZIPX vs. VB - Performance Comparison
Key characteristics
FZIPX:
0.81
VB:
1.01
FZIPX:
1.21
VB:
1.46
FZIPX:
1.15
VB:
1.18
FZIPX:
1.15
VB:
1.49
FZIPX:
4.01
VB:
5.27
FZIPX:
3.52%
VB:
3.26%
FZIPX:
17.51%
VB:
17.09%
FZIPX:
-42.71%
VB:
-59.58%
FZIPX:
-8.49%
VB:
-7.20%
Returns By Period
In the year-to-date period, FZIPX achieves a 11.67% return, which is significantly lower than VB's 14.92% return.
FZIPX
11.67%
-4.07%
9.88%
12.32%
8.88%
N/A
VB
14.92%
-4.35%
12.01%
14.66%
9.44%
9.15%
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FZIPX vs. VB - Expense Ratio Comparison
FZIPX has a 0.00% expense ratio, which is lower than VB'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%.
Risk-Adjusted Performance
FZIPX vs. VB - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity ZERO Extended Market Index Fund (FZIPX) and Vanguard Small-Cap ETF (VB). 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
FZIPX vs. VB - Dividend Comparison
FZIPX has not paid dividends to shareholders, while VB's dividend yield for the trailing twelve months is around 0.92%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FZIPX Fidelity ZERO Extended Market Index Fund | 0.00% | 1.43% | 1.64% | 1.23% | 1.24% | 1.26% | 0.50% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
VB Vanguard Small-Cap ETF | 0.92% | 1.55% | 1.59% | 1.24% | 1.14% | 1.39% | 1.67% | 1.35% | 1.50% | 1.48% | 1.43% | 1.31% |
Drawdowns
FZIPX vs. VB - Drawdown Comparison
The maximum FZIPX drawdown since its inception was -42.71%, smaller than the maximum VB drawdown of -59.58%. Use the drawdown chart below to compare losses from any high point for FZIPX and VB. For additional features, visit the drawdowns tool.
Volatility
FZIPX vs. VB - Volatility Comparison
Fidelity ZERO Extended Market Index Fund (FZIPX) and Vanguard Small-Cap ETF (VB) have volatilities of 5.90% and 5.71%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.