FCPI vs CSB
Comparison between FIDELITY STOCKS FOR INFLATION ETF (FCPI, ETF) and VICTORYSHARES US SMALL CAP HIGH DIV VOLATILITY WTD ETF (CSB, ETF).
5-Year PerformanceFCPI has outperformed CSB, delivering a return of +15.2% compared to +6.1%
FCPI vs CSB - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
FCPI
$270M
CSB
$269M
Expense Ratio
Winner
FCPI
0.15%
CSB
0.35%
Max Drawdown
Winner
FCPI
37.71%
CSB
43.74%
Sharpe Ratio
Winner
FCPI
1.38
CSB
1.14
5Y Beta
FCPI
0.89
Winner
CSB
0.70
P/E Ratio
FCPI
19.20
Winner
CSB
14.14
Forward P/E
FCPI
16.81
Winner
CSB
12.31
PEG Ratio
FCPI
0.17
Winner
CSB
0.10
5Y Dividends CAGR
Winner
FCPI
2.54%
CSB
1.32%
5Y EPS CAGR
Winner
FCPI
27.42%
CSB
5.85%
Debt to Equity
FCPI
4.00%
Winner
CSB
-30.94%
P/S Ratio
FCPI
3.10
Winner
CSB
1.28
P/B Ratio
FCPI
4.55
Winner
CSB
1.71
FCPI vs CSB - Holdings Comparison
FCPI and CSB have 5 common holdings. Overlap is 1.77%
FCPI's top 25 holdings weight is 63.52%. CSB's top 25 holdings weight is 35.44%.
| Rank | FCPI | CSB |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 5.86% | IDACORP INC (IDA) - 1.81% |
| #2 | APPLE INC (AAPL) - 5.65% | NEW JERSEY RESOURCES CORP (NJR) - 1.78% |
| #3 | MICROSOFT CORP (MSFT) - 3.63% | AMERICAN STATES WATER CO (AWR) - 1.70% |
| #4 | TECHNIPFMC PLC (FTI) - 3.03% | SOUTHWEST GAS HOLDINGS INC (SWX) - 1.59% |
| #5 | APA CORP (APA) - 3.01% | AVISTA CORP (AVA) - 1.54% |
| #6 | NEWMONT CORP (NEM) - 2.84% | ONE GAS INC (OGS) - 1.52% |
| #7 | ALPHABET INC CLASS A (GOOGL) - 2.83% | MGE ENERGY INC (MGEE) - 1.49% |
| #8 | ANGLOGOLD ASHANTI PLC (AU) - 2.77% | FIRST BANCORP (FBP) - 1.45% |
| #9 | SIMON PROPERTY GROUP INC (SPG) - 2.47% | PORTLAND GENERAL ELECTRIC CO (POR) - 1.44% |
| #10 | n/a (n/a) - 2.40% | BLACK HILLS CORP (BKH) - 1.44% |
| #11 | BROADCOM INC (AVGO) - 2.23% | MSC INDUSTRIAL DIRECT CO INC CLASS A (MSM) - 1.43% |
| #12 | MAPLEBEAR INC (CART) - 2.22% | SPIRE INC (SR) - 1.39% |
| #13 | CNX RESOURCES CORP (CNX) - 2.21% | OTTER TAIL CORP (OTTR) - 1.38% |
| #14 | MONSTER BEVERAGE CORP (MNST) - 2.21% | CALIFORNIA WATER SERVICE GROUP (CWT) - 1.38% |
| #15 | JOHNSON & JOHNSON (JNJ) - 2.21% | NORTHWEST NATURAL HOLDING CO (NWN) - 1.37% |
| #16 | ALTRIA GROUP INC (MO) - 2.14% | GREIF INC CLASS A (GEF) - 1.36% |
| #17 | NRG ENERGY INC (NRG) - 2.08% | FIRST BUSEY CORP (BUSE) - 1.34% |
| #18 | NATIONAL FUEL GAS CO (NFG) - 2.04% | UNITED BANKSHARES INC (UBSI) - 1.30% |
| #19 | VICI PROPERTIES INC ORDINARY SHARES (VICI) - 1.97% | KORN FERRY (KFY) - 1.29% |
| #20 | COLGATE-PALMOLIVE CO (CL) - 1.88% | H&R BLOCK INC (HRB) - 1.27% |
| #21 | MERCK & CO INC (MRK) - 1.73% | COHEN & STEERS INC (CNS) - 1.27% |
| #22 | MICRON TECHNOLOGY INC (MU) - 1.71% | AVNET INC (AVT) - 1.24% |
| #23 | ROYALTY PHARMA PLC CLASS A (RPRX) - 1.56% | FIRST HAWAIIAN INC (FHB) - 1.23% |
| #24 | DOLLAR GENERAL CORP (DG) - 1.43% | MDU RESOURCES GROUP INC (MDU) - 1.22% |
| #25 | ADVANCED MICRO DEVICES INC (AMD) - 1.41% | FIRST FINANCIAL BANCORP (FFBC) - 1.21% |
| Total Holdings | 102 | 101 |
FCPI vs CSB - Historical Returns
Returns include dividend reinvestment.
1M
Winner
FCPI
+5.23%
CSB
+0.55%
3M
Winner
FCPI
+7.02%
CSB
+6.38%
6M
Winner
FCPI
+11.66%
CSB
+5.90%
1Y
Winner
FCPI
+22.56%
CSB
+20.17%
5Y(CAGR)
Winner
FCPI
+15.17%
CSB
+6.11%
10Y(CAGR)
FCPI
N/A
CSB
+10.03%
Max(CAGR)
Winner
FCPI
+15.21%
CSB
+9.84%
FCPI vs CSB - Annual Returns (2015 - 2026)
Returns include dividend reinvestment.
| Year | FCPI | CSB |
|---|---|---|
| 2026 | +16.00% | +15.76% |
| 2025 | +15.44% | +2.52% |
| 2024 | +25.29% | +9.65% |
| 2023 | +16.77% | +11.49% |
| 2022 | -7.67% | -13.74% |
| 2021 | +35.59% | +28.44% |
| 2020 | +2.01% | +11.41% |
| 2019 | +4.43% | +20.51% |
| 2018 | N/A | -7.39% |
| 2017 | N/A | +10.69% |
| 2016 | N/A | +32.95% |
| 2015 | N/A | -3.74% |
FCPI vs CSB Drawdown Comparison
The maximum drawdown for FCPI was -37.24%, occurring on Mar 23, 2020. Recovery took 244 trading sessions.
The maximum drawdown for CSB was -42.06%, occurring on Mar 23, 2020. Recovery took 211 trading sessions.
The current CSB drawdown is -1.46%.
| Rank | FCPI | CSB |
|---|---|---|
| #1 | -37.24% Jan 17, 2020 - Jan 6, 2021 | -42.06% Jan 16, 2020 - Nov 16, 2020 |
| #2 | -18.25% Mar 29, 2022 - Nov 30, 2023 | -24.48% Jan 6, 2022 - Jul 16, 2024 |
| #3 | -17.43% Feb 19, 2025 - Jun 26, 2025 | -21.81% Nov 25, 2024 - Jan 21, 2026 |
| #4 | -7.90% Jan 4, 2022 - Mar 29, 2022 | -19.33% Aug 21, 2018 - Nov 5, 2019 |
| #5 | -7.87% Feb 25, 2026 - Apr 14, 2026 | -14.04% Jul 9, 2015 - Mar 30, 2016 |
| #6 | -7.48% Jul 16, 2024 - Aug 23, 2024 | -10.56% Jun 8, 2021 - Nov 5, 2021 |
| #7 | -7.03% Nov 29, 2024 - Jan 23, 2025 | -8.06% Mar 12, 2021 - May 7, 2021 |
| #8 | -5.55% Nov 24, 2021 - Dec 23, 2021 | -7.95% Jan 23, 2018 - May 25, 2018 |
| #9 | -5.55% Mar 28, 2024 - May 14, 2024 | -7.93% Nov 11, 2021 - Jan 4, 2022 |
| #10 | -5.42% Aug 30, 2024 - Sep 19, 2024 | -7.66% Jul 30, 2024 - Sep 19, 2024 |
| #11 | -5.16% Feb 10, 2021 - Mar 11, 2021 | -7.17% Feb 20, 2026 - Apr 9, 2026 |
| #12 | -4.59% Jun 30, 2021 - Aug 24, 2021 | -6.81% Jun 8, 2016 - Jul 15, 2016 |
| #13 | -4.56% Jun 2, 2026 - Aug 3, 2026 | -6.12% Sep 7, 2016 - Nov 10, 2016 |
| #14 | -4.50% Sep 2, 2021 - Oct 14, 2021 | -6.07% Jan 4, 2017 - Sep 25, 2017 |
| #15 | -4.48% Nov 12, 2025 - Dec 11, 2025 | -5.15% Jan 12, 2021 - Feb 5, 2021 |
Correlation
Correlation between FCPI and CSB is 0.90 which considered as a strong positive correlation - the stocks tend to move together.
0.90
-101
Dividend Comparison (2015 - 2026)
FCPI vs CSB dividend yield comparison.
| Year | FCPI | CSB |
|---|---|---|
| 2026 | 0.66% | 1.55% |
| 2025 | 1.74% | 3.54% |
| 2024 | 1.29% | 3.12% |
| 2023 | 1.88% | 3.45% |
| 2022 | 1.77% | 3.60% |
| 2021 | 1.19% | 3.11% |
| 2020 | 3.53% | 3.70% |
| 2019 | 0.43% | 3.19% |
| 2018 | 0.00% | 3.45% |
| 2017 | 0.00% | 3.19% |
| 2016 | 0.00% | 2.85% |
| 2015 | 0.00% | 1.57% |
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