DFITX vs. FIKLX
DFITX (DFA International Real Estate Securities) and FIKLX (Fidelity Advisor International Real Estate Fund Class Z) are both REIT funds. Over the past 5 years, DFITX returned -0.03%/yr vs -2.99%/yr for FIKLX. Their correlation of 0.88 means they have usually moved in the same direction. DFITX charges 0.27%/yr vs 0.79%/yr for FIKLX.
Performance
DFITX vs. FIKLX - Performance Comparison
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Returns By Period
In the year-to-date period, DFITX achieves a 4.22% return, which is significantly higher than FIKLX's 0.29% return.
DFITX
- 1D
- 1.54%
- 1M
- 4.50%
- 6M
- 1.54%
- YTD
- 4.22%
- 1Y
- 9.96%
- 3Y*
- 7.92%
- 5Y*
- -0.03%
- 10Y*
- 1.95%
- ALL TIME*
- 2.27%
FIKLX
- 1D
- 1.15%
- 1M
- 2.43%
- 6M
- -3.84%
- YTD
- 0.29%
- 1Y
- 7.32%
- 3Y*
- 4.47%
- 5Y*
- -2.99%
- 10Y*
- —
- ALL TIME*
- 3.14%
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 |
DFITX vs. FIKLX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
DFITX DFA International Real Estate Securities | 4.22% | 24.65% | -7.70% | 5.96% | -21.73% | 12.81% | -9.02% | 23.61% | -1.63% |
FIKLX Fidelity Advisor International Real Estate Fund Class Z | 0.29% | 22.93% | -9.39% | 4.32% | -26.54% | 12.03% | 5.85% | 28.22% | -2.29% |
Correlation
The correlation between DFITX and FIKLX is 0.90, 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. | 0.90 |
Correlation (3Y) Balances recent behavior with more history. | 0.88 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.89 |
Correlation (All Time) Calculated using the full available price history since Oct 17, 2018 | 0.88 |
The correlation between DFITX and FIKLX has been stable across timeframes, ranging from 0.88 to 0.90 - a consistent structural relationship.
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Return for Risk
DFITX vs. FIKLX — Risk / Return Rank
DFITX
FIKLX
DFITX vs. FIKLX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for DFA International Real Estate Securities (DFITX) and Fidelity Advisor International Real Estate Fund Class Z (FIKLX). 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.
| DFITX | FIKLX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.21 | ||
| Sortino ratioReturn per unit of downside risk | +0.31 | ||
| Omega ratioGain probability vs. loss probability | 1.15 | 1.12 | +0.03 |
| Calmar ratioReturn relative to maximum drawdown | 0.82 | 0.53 | +0.28 |
| Martin ratioReturn relative to average drawdown | 2.38 | 1.09 | +1.29 |
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Drawdowns
DFITX vs. FIKLX - Drawdown Comparison
The maximum DFITX drawdown since its inception was -73.49%, which is greater than FIKLX's maximum drawdown of -36.93%. Use the drawdown chart below to compare losses from any high point for DFITX and FIKLX.
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Drawdown Indicators
| DFITX | FIKLX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -73.49% | -36.93% | -36.56% |
Max Drawdown (1Y)Largest decline over 1 year | -12.31% | -14.03% | +1.72% |
Max Drawdown (3Y)Largest decline over 3 years | -18.04% | -18.09% | +0.05% |
Max Drawdown (5Y)Largest decline over 5 years | -34.84% | -36.93% | +2.09% |
Max Drawdown (10Y)Largest decline over 10 years | -45.26% | — | — |
Current DrawdownCurrent decline from peak | -2.80% | -16.74% | +13.94% |
Average DrawdownAverage peak-to-trough decline | -18.00% | -15.79% | -2.21% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.20% | 6.83% | -2.63% |
Volatility
DFITX vs. FIKLX - Volatility Comparison
The current volatility for DFA International Real Estate Securities (DFITX) is 2.91%, while Fidelity Advisor International Real Estate Fund Class Z (FIKLX) has a volatility of 3.07%. This indicates that DFITX experiences smaller price fluctuations and is considered to be less risky than FIKLX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| DFITX | FIKLX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.91% | 3.07% | -0.16% |
Volatility (6M)Calculated over the trailing 6-month period | 10.26% | 10.11% | +0.15% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.31% | 12.35% | -0.04% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.05% | 13.73% | +1.32% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.25% | 14.67% | +1.58% |
DFITX vs. FIKLX - Expense Ratio Comparison
DFITX has a 0.27% expense ratio, which is lower than FIKLX's 0.79% expense ratio.
Dividends
DFITX vs. FIKLX - Dividend Comparison
DFITX's dividend yield for the trailing twelve months is around 6.40%, more than FIKLX's 3.09% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DFITX DFA International Real Estate Securities | 6.40% | 6.67% | 6.24% | 5.05% | 0.00% | 7.86% | 0.00% | 12.86% | 5.99% | 4.21% | 8.62% | 1.79% |
FIKLX Fidelity Advisor International Real Estate Fund Class Z | 3.09% | 3.10% | 5.24% | 2.12% | 4.60% | 5.63% | 1.94% | 5.41% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
With a correlation of 0.90, DFITX and FIKLX move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.
FIKLX has higher volatility (3.07%) compared to DFITX (2.91%). In terms of maximum drawdown, DFITX dropped -73.49% vs FIKLX's -36.93%.
DFITX currently has the higher Sharpe Ratio (0.82 vs 0.60), 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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