DMXF vs. FNIDX

In the year-to-date period, DMXF achieves a 12.35% return, which is significantly higher than FNIDX's 11.66% return.

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DMXF has a 0.12% expense ratio, which is lower than FNIDX's 0.20% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.

This table presents a comparison of risk-adjusted performance metrics for iShares ESG Advanced MSCI EAFE ETF (DMXF) 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.

The current DMXF Sharpe Ratio is 0.43, which is comparable to the FNIDX Sharpe Ratio of 0.57. The chart below compares the historical Sharpe Ratios of DMXF and FNIDX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

DMXF's dividend yield for the trailing twelve months is around 2.60%, more than FNIDX's 2.10% yield.

The maximum DMXF drawdown since its inception was -34.52%, roughly equal to the maximum FNIDX drawdown of -33.17%. Use the drawdown chart below to compare losses from any high point for DMXF and FNIDX. For additional features, visit the drawdowns tool.

iShares ESG Advanced MSCI EAFE ETF (DMXF) and Fidelity International Sustainability Index Fd (FNIDX) have volatilities of 3.17% and 3.15%, 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.