PSCI vs. FSLCX
Compare and contrast key facts about Invesco S&P SmallCap Industrials ETF (PSCI) and Fidelity Small Cap Stock Fund (FSLCX).
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. FSLCX is managed by Fidelity. It was launched on Mar 12, 1998.
Performance
PSCI vs. FSLCX - Performance Comparison
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PSCI vs. FSLCX - 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% |
FSLCX Fidelity Small Cap Stock Fund | -5.26% | 14.95% | 9.27% | 19.70% | -22.71% | 20.26% | 13.80% | 29.46% | -11.70% | 13.78% |
Returns By Period
In the year-to-date period, PSCI achieves a 3.18% return, which is significantly higher than FSLCX's -5.26% return. Over the past 10 years, PSCI has outperformed FSLCX with an annualized return of 14.09%, while FSLCX has yielded a comparatively lower 8.19% 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%
FSLCX
- 1D
- -1.30%
- 1M
- -9.01%
- YTD
- -5.26%
- 6M
- -3.52%
- 1Y
- 15.27%
- 3Y*
- 11.24%
- 5Y*
- 3.71%
- 10Y*
- 8.19%
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PSCI vs. FSLCX - Expense Ratio Comparison
PSCI has a 0.29% expense ratio, which is lower than FSLCX's 0.90% expense ratio.
Return for Risk
PSCI vs. FSLCX — Risk / Return Rank
PSCI
FSLCX
PSCI vs. FSLCX - 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 Stock Fund (FSLCX). 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 | FSLCX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.28 | 0.71 | +0.57 |
Sortino ratioReturn per unit of downside risk | 1.94 | 1.15 | +0.79 |
Omega ratioGain probability vs. loss probability | 1.25 | 1.14 | +0.10 |
Calmar ratioReturn relative to maximum drawdown | 2.13 | 1.05 | +1.08 |
Martin ratioReturn relative to average drawdown | 6.98 | 3.52 | +3.46 |
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 | FSLCX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.28 | 0.71 | +0.57 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.50 | 0.18 | +0.32 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.56 | 0.39 | +0.17 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.54 | 0.38 | +0.16 |
Correlation
The correlation between PSCI and FSLCX is 0.86, 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. FSLCX - Dividend Comparison
PSCI's dividend yield for the trailing twelve months is around 1.54%, less than FSLCX's 15.74% 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% |
FSLCX Fidelity Small Cap Stock Fund | 15.74% | 14.91% | 1.86% | 0.02% | 7.91% | 22.97% | 0.00% | 0.31% | 26.25% | 8.92% | 3.85% | 10.97% |
Drawdowns
PSCI vs. FSLCX - Drawdown Comparison
The maximum PSCI drawdown since its inception was -45.55%, smaller than the maximum FSLCX drawdown of -61.22%. Use the drawdown chart below to compare losses from any high point for PSCI and FSLCX.
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Drawdown Indicators
| PSCI | FSLCX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -45.55% | -61.22% | +15.67% |
Max Drawdown (1Y)Largest decline over 1 year | -14.88% | -12.51% | -2.37% |
Max Drawdown (5Y)Largest decline over 5 years | -29.36% | -30.04% | +0.68% |
Max Drawdown (10Y)Largest decline over 10 years | -45.55% | -45.42% | -0.13% |
Current DrawdownCurrent decline from peak | -11.91% | -12.51% | +0.60% |
Average DrawdownAverage peak-to-trough decline | -6.94% | -9.87% | +2.93% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.54% | 3.74% | +0.80% |
Volatility
PSCI vs. FSLCX - Volatility Comparison
Invesco S&P SmallCap Industrials ETF (PSCI) has a higher volatility of 8.07% compared to Fidelity Small Cap Stock Fund (FSLCX) at 6.33%. This indicates that PSCI's price experiences larger fluctuations and is considered to be riskier than FSLCX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PSCI | FSLCX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.07% | 6.33% | +1.74% |
Volatility (6M)Calculated over the trailing 6-month period | 15.47% | 12.82% | +2.65% |
Volatility (1Y)Calculated over the trailing 1-year period | 25.26% | 21.07% | +4.19% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.98% | 20.77% | +2.21% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 25.16% | 21.10% | +4.06% |