SCATX vs. FITLX
Compare and contrast key facts about Virtus Zevenbergen Innovative Growth Stock Fund (SCATX) and Fidelity US Sustainability Index Fund (FITLX).
SCATX is managed by Virtus. It was launched on Feb 23, 2004. FITLX is managed by Fidelity. It was launched on May 9, 2017.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SCATX or FITLX.
Correlation
The correlation between SCATX and FITLX is 0.74, 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
SCATX vs. FITLX - Performance Comparison
Key characteristics
SCATX:
1.45
FITLX:
1.37
SCATX:
1.97
FITLX:
1.89
SCATX:
1.25
FITLX:
1.25
SCATX:
0.76
FITLX:
2.07
SCATX:
8.20
FITLX:
7.82
SCATX:
4.21%
FITLX:
2.52%
SCATX:
23.85%
FITLX:
14.41%
SCATX:
-68.21%
FITLX:
-34.35%
SCATX:
-21.87%
FITLX:
-3.39%
Returns By Period
In the year-to-date period, SCATX achieves a 5.46% return, which is significantly higher than FITLX's 1.16% return.
SCATX
5.46%
3.76%
28.98%
31.59%
11.84%
11.16%
FITLX
1.16%
0.38%
11.58%
18.39%
14.02%
N/A
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SCATX vs. FITLX - Expense Ratio Comparison
SCATX has a 1.00% expense ratio, which is higher than FITLX's 0.11% expense ratio.
Risk-Adjusted Performance
SCATX vs. FITLX — Risk-Adjusted Performance Rank
SCATX
FITLX
SCATX vs. FITLX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Virtus Zevenbergen Innovative Growth Stock Fund (SCATX) and Fidelity US Sustainability Index Fund (FITLX). 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
SCATX vs. FITLX - Dividend Comparison
SCATX has not paid dividends to shareholders, while FITLX's dividend yield for the trailing twelve months is around 1.28%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|
SCATX Virtus Zevenbergen Innovative Growth Stock Fund | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
FITLX Fidelity US Sustainability Index Fund | 1.28% | 1.29% | 1.12% | 1.49% | 0.81% | 1.01% | 1.27% | 1.37% | 0.71% |
Drawdowns
SCATX vs. FITLX - Drawdown Comparison
The maximum SCATX drawdown since its inception was -68.21%, which is greater than FITLX's maximum drawdown of -34.35%. Use the drawdown chart below to compare losses from any high point for SCATX and FITLX. For additional features, visit the drawdowns tool.
Volatility
SCATX vs. FITLX - Volatility Comparison
Virtus Zevenbergen Innovative Growth Stock Fund (SCATX) has a higher volatility of 6.19% compared to Fidelity US Sustainability Index Fund (FITLX) at 4.62%. This indicates that SCATX's price experiences larger fluctuations and is considered to be riskier than FITLX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.