DISV vs. FSRNX
Compare and contrast key facts about Dimensional International Small Cap Value ETF (DISV) and Fidelity Real Estate Index Fund (FSRNX).
DISV is an actively managed fund by Dimensional Fund Advisors. It was launched on Mar 23, 2022. FSRNX is a passively managed fund by Fidelity that tracks the performance of the MSCI US IMI Real Estate 25/25 Index. It was launched on Aug 9, 2011.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: DISV or FSRNX.
Correlation
The correlation between DISV and FSRNX is 0.60, 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
DISV vs. FSRNX - Performance Comparison
Key characteristics
DISV:
0.93
FSRNX:
0.83
DISV:
1.32
FSRNX:
1.19
DISV:
1.16
FSRNX:
1.15
DISV:
1.33
FSRNX:
0.51
DISV:
3.07
FSRNX:
2.79
DISV:
4.35%
FSRNX:
4.69%
DISV:
14.28%
FSRNX:
15.76%
DISV:
-26.77%
FSRNX:
-44.26%
DISV:
-2.40%
FSRNX:
-9.38%
Returns By Period
In the year-to-date period, DISV achieves a 6.55% return, which is significantly higher than FSRNX's 4.41% return.
DISV
6.55%
3.17%
2.28%
12.52%
N/A
N/A
FSRNX
4.41%
2.75%
-0.30%
10.88%
3.29%
4.17%
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DISV vs. FSRNX - Expense Ratio Comparison
DISV has a 0.42% expense ratio, which is higher than FSRNX's 0.07% expense ratio.
Risk-Adjusted Performance
DISV vs. FSRNX — Risk-Adjusted Performance Rank
DISV
FSRNX
DISV vs. FSRNX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Dimensional International Small Cap Value ETF (DISV) and Fidelity Real Estate Index Fund (FSRNX). 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
DISV vs. FSRNX - Dividend Comparison
DISV's dividend yield for the trailing twelve months is around 2.60%, less than FSRNX's 2.73% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DISV Dimensional International Small Cap Value ETF | 2.60% | 2.77% | 2.73% | 1.23% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
FSRNX Fidelity Real Estate Index Fund | 2.73% | 2.86% | 2.84% | 2.66% | 1.25% | 3.33% | 3.18% | 3.73% | 2.27% | 2.58% | 2.57% | 4.18% |
Drawdowns
DISV vs. FSRNX - Drawdown Comparison
The maximum DISV drawdown since its inception was -26.77%, smaller than the maximum FSRNX drawdown of -44.26%. Use the drawdown chart below to compare losses from any high point for DISV and FSRNX. For additional features, visit the drawdowns tool.
Volatility
DISV vs. FSRNX - Volatility Comparison
Dimensional International Small Cap Value ETF (DISV) and Fidelity Real Estate Index Fund (FSRNX) have volatilities of 3.40% and 3.26%, 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.