PCSVX vs. FISVX
Compare and contrast key facts about PACE Small/Medium Co Value Equity Investments (PCSVX) and Fidelity Small Cap Value Index Fund (FISVX).
PCSVX is managed by UBS. It was launched on Aug 24, 1995. FISVX is managed by Fidelity. It was launched on Jul 11, 2019.
Performance
PCSVX vs. FISVX - Performance Comparison
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PCSVX vs. FISVX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
PCSVX PACE Small/Medium Co Value Equity Investments | 2.36% | 4.33% | 6.24% | 12.57% | -13.44% | 25.68% | 12.13% | 7.81% |
FISVX Fidelity Small Cap Value Index Fund | 4.93% | 12.70% | 8.16% | 14.72% | -14.42% | 28.26% | 4.49% | 9.54% |
Returns By Period
In the year-to-date period, PCSVX achieves a 2.36% return, which is significantly lower than FISVX's 4.93% return.
PCSVX
- 1D
- 2.48%
- 1M
- -5.53%
- YTD
- 2.36%
- 6M
- 4.25%
- 1Y
- 14.86%
- 3Y*
- 8.39%
- 5Y*
- 3.12%
- 10Y*
- 7.74%
FISVX
- 1D
- 2.64%
- 1M
- -4.39%
- YTD
- 4.93%
- 6M
- 7.81%
- 1Y
- 28.12%
- 3Y*
- 13.87%
- 5Y*
- 5.57%
- 10Y*
- —
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PCSVX vs. FISVX - Expense Ratio Comparison
PCSVX has a 1.02% expense ratio, which is higher than FISVX's 0.05% expense ratio.
Return for Risk
PCSVX vs. FISVX — Risk / Return Rank
PCSVX
FISVX
PCSVX vs. FISVX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for PACE Small/Medium Co Value Equity Investments (PCSVX) and Fidelity Small Cap Value Index Fund (FISVX). 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.
| PCSVX | FISVX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.73 | 1.28 | -0.56 |
Sortino ratioReturn per unit of downside risk | 1.18 | 1.86 | -0.68 |
Omega ratioGain probability vs. loss probability | 1.16 | 1.25 | -0.09 |
Calmar ratioReturn relative to maximum drawdown | 0.70 | 2.02 | -1.32 |
Martin ratioReturn relative to average drawdown | 2.61 | 8.01 | -5.40 |
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
| PCSVX | FISVX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.73 | 1.28 | -0.56 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.14 | 0.26 | -0.11 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.34 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.37 | 0.36 | +0.01 |
Correlation
The correlation between PCSVX and FISVX is 0.94, 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
PCSVX vs. FISVX - Dividend Comparison
PCSVX's dividend yield for the trailing twelve months is around 3.46%, more than FISVX's 2.08% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PCSVX PACE Small/Medium Co Value Equity Investments | 3.46% | 3.54% | 18.45% | 0.69% | 22.49% | 16.23% | 0.61% | 0.83% | 7.14% | 11.82% | 2.62% | 11.87% |
FISVX Fidelity Small Cap Value Index Fund | 2.08% | 2.18% | 1.70% | 2.06% | 3.69% | 9.55% | 1.33% | 0.62% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
PCSVX vs. FISVX - Drawdown Comparison
The maximum PCSVX drawdown since its inception was -62.95%, which is greater than FISVX's maximum drawdown of -44.66%. Use the drawdown chart below to compare losses from any high point for PCSVX and FISVX.
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Drawdown Indicators
| PCSVX | FISVX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -62.95% | -44.66% | -18.29% |
Max Drawdown (1Y)Largest decline over 1 year | -15.21% | -13.82% | -1.39% |
Max Drawdown (5Y)Largest decline over 5 years | -34.96% | -26.50% | -8.46% |
Max Drawdown (10Y)Largest decline over 10 years | -46.65% | — | — |
Current DrawdownCurrent decline from peak | -13.08% | -5.37% | -7.71% |
Average DrawdownAverage peak-to-trough decline | -10.61% | -10.58% | -0.03% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.45% | 3.48% | +0.97% |
Volatility
PCSVX vs. FISVX - Volatility Comparison
The current volatility for PACE Small/Medium Co Value Equity Investments (PCSVX) is 5.51%, while Fidelity Small Cap Value Index Fund (FISVX) has a volatility of 6.34%. This indicates that PCSVX experiences smaller price fluctuations and is considered to be less risky than FISVX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PCSVX | FISVX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.51% | 6.34% | -0.83% |
Volatility (6M)Calculated over the trailing 6-month period | 11.67% | 13.12% | -1.45% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.60% | 22.07% | +0.53% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.38% | 21.82% | +0.56% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.97% | 26.96% | -3.99% |