VIOO vs. FSLCX
Compare and contrast key facts about Vanguard S&P Small-Cap 600 ETF (VIOO) and Fidelity Small Cap Stock Fund (FSLCX).
VIOO is a passively managed fund by Vanguard that tracks the performance of the S&P SmallCap 600 Index. It was launched on Sep 7, 2010. FSLCX is managed by Fidelity. It was launched on Mar 12, 1998.
Performance
VIOO vs. FSLCX - Performance Comparison
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VIOO vs. FSLCX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
VIOO Vanguard S&P Small-Cap 600 ETF | 4.04% | 6.04% | 8.48% | 16.16% | -16.26% | 26.79% | 11.47% | 22.68% | -8.65% | 13.16% |
FSLCX Fidelity Small Cap Stock Fund | -1.90% | 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, VIOO achieves a 4.04% return, which is significantly higher than FSLCX's -1.90% return. Over the past 10 years, VIOO has outperformed FSLCX with an annualized return of 9.90%, while FSLCX has yielded a comparatively lower 8.56% annualized return.
VIOO
- 1D
- 0.53%
- 1M
- -4.14%
- YTD
- 4.04%
- 6M
- 5.50%
- 1Y
- 20.96%
- 3Y*
- 10.70%
- 5Y*
- 4.20%
- 10Y*
- 9.90%
FSLCX
- 1D
- 3.55%
- 1M
- -6.22%
- YTD
- -1.90%
- 6M
- 0.00%
- 1Y
- 18.88%
- 3Y*
- 12.54%
- 5Y*
- 4.02%
- 10Y*
- 8.56%
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VIOO vs. FSLCX - Expense Ratio Comparison
VIOO has a 0.10% expense ratio, which is lower than FSLCX's 0.90% expense ratio.
Return for Risk
VIOO vs. FSLCX — Risk / Return Rank
VIOO
FSLCX
VIOO vs. FSLCX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard S&P Small-Cap 600 ETF (VIOO) 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.
| VIOO | FSLCX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.93 | 0.91 | +0.02 |
Sortino ratioReturn per unit of downside risk | 1.43 | 1.43 | 0.00 |
Omega ratioGain probability vs. loss probability | 1.19 | 1.18 | +0.01 |
Calmar ratioReturn relative to maximum drawdown | 1.45 | 1.51 | -0.07 |
Martin ratioReturn relative to average drawdown | 5.76 | 5.00 | +0.76 |
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
| VIOO | FSLCX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.93 | 0.91 | +0.02 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.20 | 0.19 | 0.00 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.43 | 0.41 | +0.03 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.54 | 0.39 | +0.15 |
Correlation
The correlation between VIOO and FSLCX is 0.92, 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
VIOO vs. FSLCX - Dividend Comparison
VIOO's dividend yield for the trailing twelve months is around 1.31%, less than FSLCX's 15.20% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VIOO Vanguard S&P Small-Cap 600 ETF | 1.31% | 1.36% | 1.48% | 1.47% | 1.51% | 1.16% | 1.09% | 1.37% | 1.32% | 1.11% | 1.06% | 1.26% |
FSLCX Fidelity Small Cap Stock Fund | 15.20% | 14.91% | 1.86% | 0.02% | 7.91% | 22.97% | 0.00% | 0.31% | 26.25% | 8.92% | 3.85% | 10.97% |
Drawdowns
VIOO vs. FSLCX - Drawdown Comparison
The maximum VIOO drawdown since its inception was -44.15%, smaller than the maximum FSLCX drawdown of -61.22%. Use the drawdown chart below to compare losses from any high point for VIOO and FSLCX.
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Drawdown Indicators
| VIOO | FSLCX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -44.15% | -61.22% | +17.07% |
Max Drawdown (1Y)Largest decline over 1 year | -14.66% | -12.51% | -2.15% |
Max Drawdown (5Y)Largest decline over 5 years | -27.93% | -30.04% | +2.11% |
Max Drawdown (10Y)Largest decline over 10 years | -44.15% | -45.42% | +1.27% |
Current DrawdownCurrent decline from peak | -5.30% | -9.41% | +4.11% |
Average DrawdownAverage peak-to-trough decline | -7.40% | -9.87% | +2.47% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.68% | 3.79% | -0.11% |
Volatility
VIOO vs. FSLCX - Volatility Comparison
The current volatility for Vanguard S&P Small-Cap 600 ETF (VIOO) is 6.32%, while Fidelity Small Cap Stock Fund (FSLCX) has a volatility of 7.41%. This indicates that VIOO experiences smaller price fluctuations and is considered to be less risky 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
| VIOO | FSLCX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.32% | 7.41% | -1.09% |
Volatility (6M)Calculated over the trailing 6-month period | 13.11% | 13.29% | -0.18% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.67% | 21.31% | +1.36% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.50% | 20.83% | +0.67% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.98% | 21.12% | +1.86% |