ZSCCX vs. FSOPX
ZSCCX (Zacks Small-Cap Core Fund) and FSOPX (Fidelity Series Small Cap Opportunities Fund) are both Small Cap Blend Equities funds. Over the past 10 years, ZSCCX returned 12.63%/yr vs 12.83%/yr for FSOPX. Their correlation of 0.93 means they have usually moved in the same direction. ZSCCX charges 1.39%/yr vs 0.00%/yr for FSOPX.
Performance
ZSCCX vs. FSOPX - Performance Comparison
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Returns By Period
In the year-to-date period, ZSCCX achieves a 23.02% return, which is significantly higher than FSOPX's 21.27% return. Both investments have delivered pretty close results over the past 10 years, with ZSCCX having a 12.63% annualized return and FSOPX not far ahead at 12.83%.
ZSCCX
- 1D
- 2.34%
- 1M
- -3.40%
- 6M
- 19.37%
- YTD
- 23.02%
- 1Y
- 39.41%
- 3Y*
- 21.53%
- 5Y*
- 14.20%
- 10Y*
- 12.63%
- ALL TIME*
- 12.47%
FSOPX
- 1D
- 1.81%
- 1M
- -0.30%
- 6M
- 14.63%
- YTD
- 21.27%
- 1Y
- 39.87%
- 3Y*
- 19.09%
- 5Y*
- 11.88%
- 10Y*
- 12.83%
- ALL TIME*
- 9.29%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
ZSCCX vs. FSOPX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
ZSCCX Zacks Small-Cap Core Fund | 23.02% | 10.25% | 27.77% | 17.94% | -11.84% | 32.60% | -1.42% | 21.20% | -12.29% | 14.04% |
FSOPX Fidelity Series Small Cap Opportunities Fund | 21.27% | 15.81% | 15.31% | 20.38% | -17.82% | 23.39% | 17.03% | 29.92% | -8.12% | 11.10% |
Correlation
The correlation between ZSCCX and FSOPX is 0.88, meaning they have usually moved in the same direction, including during past declines.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.88 |
Correlation (3Y) Balances recent behavior with more history. | 0.92 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.93 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.93 |
Correlation (All Time) Calculated using the full available price history since Jul 18, 2011 | 0.93 |
The correlation between ZSCCX and FSOPX has been stable across timeframes, ranging from 0.88 to 0.93 - a consistent structural relationship.
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Return for Risk
ZSCCX vs. FSOPX — Risk / Return Rank
ZSCCX
FSOPX
ZSCCX vs. FSOPX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Zacks Small-Cap Core Fund (ZSCCX) and Fidelity Series Small Cap Opportunities Fund (FSOPX). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| ZSCCX | FSOPX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.17 | ||
| Sortino ratioReturn per unit of downside risk | -0.24 | ||
| Omega ratioGain probability vs. loss probability | 1.30 | 1.33 | -0.03 |
| Calmar ratioReturn relative to maximum drawdown | 3.72 | 3.64 | +0.08 |
| Martin ratioReturn relative to average drawdown | 10.71 | 13.81 | -3.10 |
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Drawdowns
ZSCCX vs. FSOPX - Drawdown Comparison
The maximum ZSCCX drawdown since its inception was -50.29%, smaller than the maximum FSOPX drawdown of -61.75%. Use the drawdown chart below to compare losses from any high point for ZSCCX and FSOPX.
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Drawdown Indicators
| ZSCCX | FSOPX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -50.29% | -61.75% | +11.46% |
Max Drawdown (1Y)Largest decline over 1 year | -9.50% | -9.99% | +0.49% |
Max Drawdown (3Y)Largest decline over 3 years | -21.87% | -27.17% | +5.30% |
Max Drawdown (5Y)Largest decline over 5 years | -23.91% | -30.06% | +6.15% |
Max Drawdown (10Y)Largest decline over 10 years | -50.29% | -39.15% | -11.14% |
Current DrawdownCurrent decline from peak | -7.38% | -2.67% | -4.71% |
Average DrawdownAverage peak-to-trough decline | -7.06% | -10.30% | +3.24% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.30% | 2.63% | +0.67% |
Volatility
ZSCCX vs. FSOPX - Volatility Comparison
Zacks Small-Cap Core Fund (ZSCCX) has a higher volatility of 6.34% compared to Fidelity Series Small Cap Opportunities Fund (FSOPX) at 4.54%. This indicates that ZSCCX's price experiences larger fluctuations and is considered to be riskier than FSOPX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| ZSCCX | FSOPX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.34% | 4.54% | +1.80% |
Volatility (6M)Calculated over the trailing 6-month period | 15.07% | 14.38% | +0.69% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.93% | 18.67% | +1.26% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.86% | 21.74% | +1.12% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 24.23% | 21.99% | +2.24% |
ZSCCX vs. FSOPX - Expense Ratio Comparison
ZSCCX has a 1.39% expense ratio, which is higher than FSOPX's 0.00% expense ratio.
Dividends
ZSCCX vs. FSOPX - Dividend Comparison
ZSCCX has not paid dividends to shareholders, while FSOPX's dividend yield for the trailing twelve months is around 3.64%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FSOPX Fidelity Series Small Cap Opportunities Fund | 3.64% | 4.41% | 9.41% | 0.98% | 5.16% | 30.85% | 2.01% | 6.67% | 13.99% | 10.31% | 0.69% | 5.93% |
ZSCCX Zacks Small-Cap Core Fund | 0.00% | 0.00% | 34.48% | 4.49% | 0.49% | 2.30% | 0.02% | 0.10% | 10.82% | 13.57% | 0.56% | 0.00% |
Frequently Asked Questions
ZSCCX and FSOPX have a correlation of 0.88, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
ZSCCX has higher volatility (6.34%) compared to FSOPX (4.54%). In terms of maximum drawdown, ZSCCX dropped -50.29% vs FSOPX's -61.75%.
FSOPX currently has the higher Sharpe Ratio (1.95 vs 1.77), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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