VBK vs. FCDAX
Compare and contrast key facts about Vanguard Small-Cap Growth ETF (VBK) and Fidelity Advisor Stock Selector Small Cap Fund Class A (FCDAX).
VBK is a passively managed fund by Vanguard that tracks the performance of the CRSP US Small Cap Growth Index. It was launched on Jan 26, 2004. FCDAX is managed by Fidelity. It was launched on May 2, 2007.
Performance
VBK vs. FCDAX - Performance Comparison
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VBK vs. FCDAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
VBK Vanguard Small-Cap Growth ETF | 0.16% | 8.50% | 16.50% | 21.45% | -28.44% | 5.66% | 35.44% | 32.75% | -5.70% | 21.87% |
FCDAX Fidelity Advisor Stock Selector Small Cap Fund Class A | 0.32% | 14.04% | 14.16% | 19.09% | -18.47% | 24.38% | 21.39% | 30.05% | -9.16% | 11.34% |
Returns By Period
In the year-to-date period, VBK achieves a 0.16% return, which is significantly lower than FCDAX's 0.32% return. Over the past 10 years, VBK has underperformed FCDAX with an annualized return of 10.46%, while FCDAX has yielded a comparatively higher 11.32% annualized return.
VBK
- 1D
- 4.37%
- 1M
- -5.52%
- YTD
- 0.16%
- 6M
- 1.80%
- 1Y
- 20.70%
- 3Y*
- 12.47%
- 5Y*
- 2.16%
- 10Y*
- 10.46%
FCDAX
- 1D
- -1.78%
- 1M
- -8.46%
- YTD
- 0.32%
- 6M
- 5.56%
- 1Y
- 25.99%
- 3Y*
- 14.16%
- 5Y*
- 7.00%
- 10Y*
- 11.32%
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VBK vs. FCDAX - Expense Ratio Comparison
VBK has a 0.07% expense ratio, which is lower than FCDAX's 1.19% expense ratio.
Return for Risk
VBK vs. FCDAX — Risk / Return Rank
VBK
FCDAX
VBK vs. FCDAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Small-Cap Growth ETF (VBK) and Fidelity Advisor Stock Selector Small Cap Fund Class A (FCDAX). 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.
| VBK | FCDAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.85 | 1.16 | -0.31 |
Sortino ratioReturn per unit of downside risk | 1.34 | 1.73 | -0.39 |
Omega ratioGain probability vs. loss probability | 1.18 | 1.23 | -0.05 |
Calmar ratioReturn relative to maximum drawdown | 1.38 | 1.69 | -0.31 |
Martin ratioReturn relative to average drawdown | 5.52 | 7.20 | -1.68 |
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
| VBK | FCDAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.85 | 1.16 | -0.31 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.09 | 0.33 | -0.23 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.46 | 0.52 | -0.06 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.40 | 0.31 | +0.09 |
Correlation
The correlation between VBK and FCDAX is 0.95, 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
VBK vs. FCDAX - Dividend Comparison
VBK's dividend yield for the trailing twelve months is around 0.52%, more than FCDAX's 0.44% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VBK Vanguard Small-Cap Growth ETF | 0.52% | 0.54% | 0.54% | 0.68% | 0.55% | 0.36% | 0.44% | 0.57% | 0.79% | 0.82% | 1.08% | 0.98% |
FCDAX Fidelity Advisor Stock Selector Small Cap Fund Class A | 0.44% | 0.44% | 2.61% | 0.02% | 0.08% | 10.93% | 1.44% | 1.96% | 22.71% | 10.34% | 1.43% | 6.93% |
Drawdowns
VBK vs. FCDAX - Drawdown Comparison
The maximum VBK drawdown since its inception was -58.68%, smaller than the maximum FCDAX drawdown of -65.62%. Use the drawdown chart below to compare losses from any high point for VBK and FCDAX.
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Drawdown Indicators
| VBK | FCDAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -58.68% | -65.62% | +6.94% |
Max Drawdown (1Y)Largest decline over 1 year | -14.56% | -13.83% | -0.73% |
Max Drawdown (5Y)Largest decline over 5 years | -38.39% | -30.67% | -7.72% |
Max Drawdown (10Y)Largest decline over 10 years | -38.70% | -38.46% | -0.24% |
Current DrawdownCurrent decline from peak | -7.57% | -9.85% | +2.28% |
Average DrawdownAverage peak-to-trough decline | -10.22% | -12.23% | +2.01% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.65% | 3.25% | +0.40% |
Volatility
VBK vs. FCDAX - Volatility Comparison
Vanguard Small-Cap Growth ETF (VBK) has a higher volatility of 8.73% compared to Fidelity Advisor Stock Selector Small Cap Fund Class A (FCDAX) at 6.87%. This indicates that VBK's price experiences larger fluctuations and is considered to be riskier than FCDAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| VBK | FCDAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.73% | 6.87% | +1.86% |
Volatility (6M)Calculated over the trailing 6-month period | 15.41% | 12.99% | +2.42% |
Volatility (1Y)Calculated over the trailing 1-year period | 24.44% | 22.16% | +2.28% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 23.49% | 21.54% | +1.95% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.80% | 21.78% | +1.02% |