BDOIX vs. FELAX
Compare and contrast key facts about iShares MSCI Total International Index Fund (BDOIX) and Fidelity Advisor Semiconductors Fund Class A (FELAX).
BDOIX is managed by Blackrock. It was launched on Jun 30, 2011. FELAX is managed by Fidelity. It was launched on Dec 27, 2000.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BDOIX or FELAX.
Key characteristics
| BDOIX | FELAX | |
|---|---|---|
| YTD Return | 1.96% | 19.21% |
| 1Y Return | 9.07% | 61.87% |
| 3Y Return (Ann) | -0.18% | 24.74% |
| 5Y Return (Ann) | 4.54% | 29.64% |
| 10Y Return (Ann) | 3.63% | 26.01% |
| Sharpe Ratio | 0.69 | 1.97 |
| Daily Std Dev | 11.84% | 30.85% |
| Max Drawdown | -35.10% | -71.33% |
| Current Drawdown | -5.17% | -10.04% |
Correlation
The correlation between BDOIX and FELAX is 0.67, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
BDOIX vs. FELAX - Performance Comparison
In the year-to-date period, BDOIX achieves a 1.96% return, which is significantly lower than FELAX's 19.21% return. Over the past 10 years, BDOIX has underperformed FELAX with an annualized return of 3.63%, while FELAX has yielded a comparatively higher 26.01% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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BDOIX vs. FELAX - Expense Ratio Comparison
BDOIX has a 0.15% expense ratio, which is lower than FELAX's 1.01% expense ratio.
Risk-Adjusted Performance
BDOIX vs. FELAX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares MSCI Total International Index Fund (BDOIX) and Fidelity Advisor Semiconductors Fund Class A (FELAX). 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
BDOIX vs. FELAX - Dividend Comparison
BDOIX's dividend yield for the trailing twelve months is around 2.83%, which matches FELAX's 2.85% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BDOIX iShares MSCI Total International Index Fund | 2.83% | 2.99% | 2.91% | 3.07% | 2.00% | 3.08% | 3.33% | 2.73% | 3.57% | 3.94% | 14.07% | 2.40% |
FELAX Fidelity Advisor Semiconductors Fund Class A | 2.85% | 3.40% | 3.32% | 4.34% | 4.51% | 1.00% | 20.15% | 9.67% | 0.36% | 10.72% | 0.48% | 0.00% |
Drawdowns
BDOIX vs. FELAX - Drawdown Comparison
The maximum BDOIX drawdown since its inception was -35.10%, smaller than the maximum FELAX drawdown of -71.33%. Use the drawdown chart below to compare losses from any high point for BDOIX and FELAX. For additional features, visit the drawdowns tool.
Volatility
BDOIX vs. FELAX - Volatility Comparison
The current volatility for iShares MSCI Total International Index Fund (BDOIX) is 3.47%, while Fidelity Advisor Semiconductors Fund Class A (FELAX) has a volatility of 11.16%. This indicates that BDOIX experiences smaller price fluctuations and is considered to be less risky than FELAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.