PSCI vs. FSCRX
Compare and contrast key facts about Invesco S&P SmallCap Industrials ETF (PSCI) and Fidelity Small Cap Discovery Fund (FSCRX).
PSCI is a passively managed fund by Invesco that tracks the performance of the S&P SmallCap 600 Industrials Index. It was launched on Apr 7, 2010. FSCRX is managed by Fidelity. It was launched on Sep 26, 2000.
Performance
PSCI vs. FSCRX - Performance Comparison
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PSCI vs. FSCRX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PSCI Invesco S&P SmallCap Industrials ETF | 3.18% | 13.50% | 16.68% | 31.64% | -9.02% | 24.44% | 12.02% | 29.80% | -13.20% | 17.52% |
FSCRX Fidelity Small Cap Discovery Fund | -4.64% | 10.89% | 2.75% | 21.28% | -16.68% | 35.66% | 6.87% | 27.31% | -14.06% | 7.71% |
Returns By Period
In the year-to-date period, PSCI achieves a 3.18% return, which is significantly higher than FSCRX's -4.64% return. Over the past 10 years, PSCI has outperformed FSCRX with an annualized return of 14.09%, while FSCRX has yielded a comparatively lower 8.07% annualized return.
PSCI
- 1D
- 3.38%
- 1M
- -8.15%
- YTD
- 3.18%
- 6M
- 4.82%
- 1Y
- 32.24%
- 3Y*
- 18.66%
- 5Y*
- 11.38%
- 10Y*
- 14.09%
FSCRX
- 1D
- -1.24%
- 1M
- -7.88%
- YTD
- -4.64%
- 6M
- -2.54%
- 1Y
- 12.26%
- 3Y*
- 7.76%
- 5Y*
- 5.01%
- 10Y*
- 8.07%
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PSCI vs. FSCRX - Expense Ratio Comparison
PSCI has a 0.29% expense ratio, which is lower than FSCRX's 0.98% expense ratio.
Return for Risk
PSCI vs. FSCRX — Risk / Return Rank
PSCI
FSCRX
PSCI vs. FSCRX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Invesco S&P SmallCap Industrials ETF (PSCI) and Fidelity Small Cap Discovery Fund (FSCRX). 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.
| PSCI | FSCRX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.28 | 0.57 | +0.72 |
Sortino ratioReturn per unit of downside risk | 1.94 | 0.97 | +0.98 |
Omega ratioGain probability vs. loss probability | 1.25 | 1.12 | +0.13 |
Calmar ratioReturn relative to maximum drawdown | 2.13 | 0.79 | +1.34 |
Martin ratioReturn relative to average drawdown | 6.98 | 2.62 | +4.37 |
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
| PSCI | FSCRX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.28 | 0.57 | +0.72 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.50 | 0.25 | +0.25 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.56 | 0.37 | +0.19 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.54 | 0.45 | +0.10 |
Correlation
The correlation between PSCI and FSCRX 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
PSCI vs. FSCRX - Dividend Comparison
PSCI's dividend yield for the trailing twelve months is around 1.54%, less than FSCRX's 15.41% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PSCI Invesco S&P SmallCap Industrials ETF | 1.54% | 1.56% | 0.65% | 0.72% | 0.87% | 0.69% | 0.59% | 0.64% | 0.67% | 0.71% | 0.74% | 1.02% |
FSCRX Fidelity Small Cap Discovery Fund | 15.41% | 14.70% | 13.03% | 4.44% | 11.56% | 6.12% | 2.79% | 7.46% | 35.48% | 13.68% | 0.44% | 7.28% |
Drawdowns
PSCI vs. FSCRX - Drawdown Comparison
The maximum PSCI drawdown since its inception was -45.55%, smaller than the maximum FSCRX drawdown of -56.27%. Use the drawdown chart below to compare losses from any high point for PSCI and FSCRX.
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Drawdown Indicators
| PSCI | FSCRX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -45.55% | -56.27% | +10.72% |
Max Drawdown (1Y)Largest decline over 1 year | -14.88% | -12.79% | -2.09% |
Max Drawdown (5Y)Largest decline over 5 years | -29.36% | -25.91% | -3.45% |
Max Drawdown (10Y)Largest decline over 10 years | -45.55% | -47.06% | +1.51% |
Current DrawdownCurrent decline from peak | -11.91% | -11.34% | -0.57% |
Average DrawdownAverage peak-to-trough decline | -6.94% | -7.97% | +1.03% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.54% | 3.86% | +0.68% |
Volatility
PSCI vs. FSCRX - Volatility Comparison
Invesco S&P SmallCap Industrials ETF (PSCI) has a higher volatility of 8.07% compared to Fidelity Small Cap Discovery Fund (FSCRX) at 5.68%. This indicates that PSCI's price experiences larger fluctuations and is considered to be riskier than FSCRX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PSCI | FSCRX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.07% | 5.68% | +2.39% |
Volatility (6M)Calculated over the trailing 6-month period | 15.47% | 13.02% | +2.45% |
Volatility (1Y)Calculated over the trailing 1-year period | 25.26% | 21.38% | +3.88% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.98% | 20.02% | +2.96% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 25.16% | 21.67% | +3.49% |