CGXU vs. FIDI
CGXU (Capital Group International Focus Equity ETF) and FIDI (Fidelity International High Dividend ETF) are both Foreign Large Cap Equities funds. CGXU is actively managed, while FIDI is passively managed. Over the past 3 years, CGXU returned 14.49%/yr vs 19.48%/yr for FIDI. Their 0.78 correlation means they have sometimes moved together and sometimes differently. CGXU charges 0.54%/yr vs 0.39%/yr for FIDI.
Performance
CGXU vs. FIDI - Performance Comparison
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Returns By Period
In the year-to-date period, CGXU achieves a 14.63% return, which is significantly lower than FIDI's 15.58% return.
CGXU
- 1D
- -0.53%
- 1M
- -1.88%
- 6M
- 8.43%
- YTD
- 14.63%
- 1Y
- 33.39%
- 3Y*
- 14.49%
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- 10.32%
FIDI
- 1D
- -0.92%
- 1M
- 5.97%
- 6M
- 10.31%
- YTD
- 15.58%
- 1Y
- 31.31%
- 3Y*
- 19.48%
- 5Y*
- 12.70%
- 10Y*
- —
- ALL TIME*
- 6.50%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $32.56M | $32.77M | $32.34M | |
| $1.62M | $1.95M | $1.81M |
CGXU vs. FIDI - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
CGXU Capital Group International Focus Equity ETF | 14.63% | 26.31% | 4.36% | 15.75% | -11.64% |
FIDI Fidelity International High Dividend ETF | 15.58% | 39.34% | -0.06% | 16.28% | -8.14% |
Correlation
The correlation between CGXU and FIDI is 0.62, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.62 |
Correlation (3Y) Balances recent behavior with more history. | 0.74 |
Correlation (All Time) Calculated using the full available price history since Feb 24, 2022 | 0.78 |
The correlation between CGXU and FIDI shifts across timeframes, from 0.62 (1 year) to 0.78 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
CGXU vs. FIDI — Risk / Return Rank
CGXU
FIDI
CGXU vs. FIDI - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Capital Group International Focus Equity ETF (CGXU) and Fidelity International High Dividend ETF (FIDI). 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.
| CGXU | FIDI | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.27 | ||
| Sortino ratioReturn per unit of downside risk | -1.61 | ||
| Omega ratioGain probability vs. loss probability | 1.26 | 1.48 | -0.22 |
| Calmar ratioReturn relative to maximum drawdown | 2.48 | 4.51 | -2.04 |
| Martin ratioReturn relative to average drawdown | 8.13 | 15.65 | -7.52 |
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Drawdowns
CGXU vs. FIDI - Drawdown Comparison
The maximum CGXU drawdown since its inception was -25.64%, smaller than the maximum FIDI drawdown of -46.34%. Use the drawdown chart below to compare losses from any high point for CGXU and FIDI.
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Drawdown Indicators
| CGXU | FIDI | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -25.64% | -46.34% | +20.70% |
Max Drawdown (1Y)Largest decline over 1 year | -13.14% | -6.96% | -6.18% |
Max Drawdown (3Y)Largest decline over 3 years | -21.63% | -12.09% | -9.54% |
Max Drawdown (5Y)Largest decline over 5 years | — | -26.05% | — |
Current DrawdownCurrent decline from peak | -6.17% | -0.92% | -5.25% |
Average DrawdownAverage peak-to-trough decline | -6.57% | -9.63% | +3.06% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.99% | 2.00% | +1.99% |
Volatility
CGXU vs. FIDI - Volatility Comparison
Capital Group International Focus Equity ETF (CGXU) has a higher volatility of 7.13% compared to Fidelity International High Dividend ETF (FIDI) at 2.97%. This indicates that CGXU's price experiences larger fluctuations and is considered to be riskier than FIDI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| CGXU | FIDI | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.13% | 2.97% | +4.16% |
Volatility (6M)Calculated over the trailing 6-month period | 20.04% | 9.31% | +10.73% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.61% | 11.62% | +10.99% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.41% | 14.81% | +5.60% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.41% | 18.62% | +1.79% |
CGXU vs. FIDI - Expense Ratio Comparison
CGXU has a 0.54% expense ratio, which is higher than FIDI's 0.39% expense ratio.
Dividends
CGXU vs. FIDI - Dividend Comparison
CGXU's dividend yield for the trailing twelve months is around 5.04%, more than FIDI's 3.90% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 |
|---|---|---|---|---|---|---|---|---|---|
CGXU Capital Group International Focus Equity ETF | 5.04% | 5.31% | 1.01% | 0.99% | 0.95% | 0.00% | 0.00% | 0.00% | 0.00% |
FIDI Fidelity International High Dividend ETF | 3.90% | 4.33% | 5.72% | 4.80% | 5.09% | 4.00% | 3.36% | 4.26% | 4.37% |
Frequently Asked Questions
CGXU and FIDI have a correlation of 0.62, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
CGXU has higher volatility (7.13%) compared to FIDI (2.97%). In terms of maximum drawdown, CGXU dropped -25.64% vs FIDI's -46.34%.
On 3-year performance, FIDI leads with 19.48% vs 14.49% for CGXU. On fees, FIDI is cheaper at 0.39% per year. On volatility, FIDI has been the lower-risk option at 2.97%. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 3-year period, FIDI has performed better with a 19.48% return vs 14.49%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.
FIDI is cheaper with a 0.39% expense ratio, compared with 0.54% for CGXU.
CGXU has the higher dividend yield at 5.04%, compared with 3.90% for FIDI.
They also come from different issuers: Capital Group and Fidelity. Their fees differ too: 0.54% for CGXU and 0.39% for FIDI.
FIDI currently has the higher Sharpe Ratio (2.71 vs 1.44), 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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