CGXU vs. FFRHX
Compare and contrast key facts about Capital Group International Focus Equity ETF (CGXU) and Fidelity Floating Rate High Income Fund (FFRHX).
CGXU is an actively managed fund by Capital Group. It was launched on Feb 22, 2022. FFRHX is managed by Fidelity. It was launched on Aug 16, 2000.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: CGXU or FFRHX.
Correlation
The correlation between CGXU and FFRHX is 0.35, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
CGXU vs. FFRHX - Performance Comparison
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Key characteristics
CGXU:
0.04
FFRHX:
1.74
CGXU:
0.22
FFRHX:
2.82
CGXU:
1.03
FFRHX:
1.67
CGXU:
0.05
FFRHX:
1.68
CGXU:
0.16
FFRHX:
7.80
CGXU:
6.55%
FFRHX:
0.71%
CGXU:
20.59%
FFRHX:
3.18%
CGXU:
-25.64%
FFRHX:
-22.19%
CGXU:
-5.10%
FFRHX:
-0.68%
Returns By Period
In the year-to-date period, CGXU achieves a 5.23% return, which is significantly higher than FFRHX's 0.04% return.
CGXU
5.23%
12.38%
-0.20%
0.78%
N/A
N/A
FFRHX
0.04%
2.13%
1.36%
5.54%
7.53%
4.55%
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CGXU vs. FFRHX - Expense Ratio Comparison
CGXU has a 0.54% expense ratio, which is lower than FFRHX's 0.67% expense ratio.
Risk-Adjusted Performance
CGXU vs. FFRHX — Risk-Adjusted Performance Rank
CGXU
FFRHX
CGXU vs. FFRHX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Capital Group International Focus Equity ETF (CGXU) and Fidelity Floating Rate High Income Fund (FFRHX). 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.
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Dividends
CGXU vs. FFRHX - Dividend Comparison
CGXU's dividend yield for the trailing twelve months is around 0.96%, less than FFRHX's 7.43% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CGXU Capital Group International Focus Equity ETF | 0.96% | 1.01% | 0.99% | 0.96% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
FFRHX Fidelity Floating Rate High Income Fund | 7.43% | 8.33% | 8.25% | 5.06% | 3.27% | 3.85% | 5.17% | 4.75% | 4.01% | 3.94% | 4.25% | 4.00% |
Drawdowns
CGXU vs. FFRHX - Drawdown Comparison
The maximum CGXU drawdown since its inception was -25.64%, which is greater than FFRHX's maximum drawdown of -22.19%. Use the drawdown chart below to compare losses from any high point for CGXU and FFRHX. For additional features, visit the drawdowns tool.
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Volatility
CGXU vs. FFRHX - Volatility Comparison
Capital Group International Focus Equity ETF (CGXU) has a higher volatility of 4.65% compared to Fidelity Floating Rate High Income Fund (FFRHX) at 0.78%. This indicates that CGXU's price experiences larger fluctuations and is considered to be riskier than FFRHX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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