DFSPX vs. FNIDX
Compare and contrast key facts about DFA International Sustainability Core 1 Portfolio (DFSPX) and Fidelity International Sustainability Index Fd (FNIDX).
DFSPX is managed by Dimensional Fund Advisors LP. It was launched on Mar 12, 2008. FNIDX is managed by Fidelity. It was launched on May 9, 2017.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: DFSPX or FNIDX.
Correlation
The correlation between DFSPX and FNIDX is 0.77, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
DFSPX vs. FNIDX - Performance Comparison
Key characteristics
DFSPX:
1.05
FNIDX:
0.82
DFSPX:
1.51
FNIDX:
1.23
DFSPX:
1.21
FNIDX:
1.16
DFSPX:
1.36
FNIDX:
0.90
DFSPX:
3.87
FNIDX:
2.68
DFSPX:
4.38%
FNIDX:
5.04%
DFSPX:
16.26%
FNIDX:
16.54%
DFSPX:
-55.89%
FNIDX:
-33.17%
DFSPX:
0.00%
FNIDX:
-0.51%
Returns By Period
In the year-to-date period, DFSPX achieves a 13.02% return, which is significantly higher than FNIDX's 9.68% return.
DFSPX
13.02%
5.79%
10.18%
15.57%
12.60%
6.23%
FNIDX
9.68%
4.08%
6.35%
11.97%
9.89%
N/A
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DFSPX vs. FNIDX - Expense Ratio Comparison
DFSPX has a 0.24% expense ratio, which is higher than FNIDX's 0.20% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Risk-Adjusted Performance
DFSPX vs. FNIDX — Risk-Adjusted Performance Rank
DFSPX
FNIDX
DFSPX vs. FNIDX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for DFA International Sustainability Core 1 Portfolio (DFSPX) and Fidelity International Sustainability Index Fd (FNIDX). 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
DFSPX vs. FNIDX - Dividend Comparison
DFSPX's dividend yield for the trailing twelve months is around 2.75%, more than FNIDX's 2.13% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DFSPX DFA International Sustainability Core 1 Portfolio | 2.75% | 3.06% | 2.59% | 2.27% | 2.64% | 1.44% | 2.52% | 2.60% | 2.32% | 2.48% | 2.43% | 3.10% |
FNIDX Fidelity International Sustainability Index Fd | 2.13% | 2.34% | 2.64% | 2.32% | 1.94% | 1.13% | 2.17% | 2.28% | 0.81% | 0.00% | 0.00% | 0.00% |
Drawdowns
DFSPX vs. FNIDX - Drawdown Comparison
The maximum DFSPX drawdown since its inception was -55.89%, which is greater than FNIDX's maximum drawdown of -33.17%. Use the drawdown chart below to compare losses from any high point for DFSPX and FNIDX. For additional features, visit the drawdowns tool.
Volatility
DFSPX vs. FNIDX - Volatility Comparison
DFA International Sustainability Core 1 Portfolio (DFSPX) and Fidelity International Sustainability Index Fd (FNIDX) have volatilities of 10.19% and 10.54%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.