PortfoliosLab logoPortfoliosLab logo
DSTX vs. FIDI
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

DSTX vs. FIDI - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Distillate International Fundamental Stability & Value ETF (DSTX) and Fidelity International High Dividend ETF (FIDI). The values are adjusted to include any dividend payments, if applicable.

Loading charts...

Returns By Period

In the year-to-date period, DSTX achieves a 3.98% return, which is significantly lower than FIDI's 7.55% return.


DSTX

1D
-1.12%
1M
-2.79%
YTD
3.98%
6M
3.92%
1Y
24.12%
3Y*
16.21%
5Y*
6.37%
10Y*

FIDI

1D
-0.58%
1M
-2.55%
YTD
7.55%
6M
7.30%
1Y
24.00%
3Y*
18.77%
5Y*
10.52%
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

DSTX vs. FIDI - Yearly Performance Comparison


2026 (YTD)202520242023202220212020
DSTX
Distillate International Fundamental Stability & Value ETF
3.98%41.71%-0.44%20.03%-18.85%1.78%2.59%
FIDI
Fidelity International High Dividend ETF
7.55%39.34%-0.06%16.28%-4.73%16.87%-0.85%

Correlation

The correlation between DSTX and FIDI is 0.78, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.78

Correlation (3Y)
Calculated over the trailing 3-year period

0.83

Correlation (5Y)
Calculated over the trailing 5-year period

0.84

Correlation (All Time)
Calculated using the full available price history since Dec 15, 2020

0.82

The correlation between DSTX and FIDI has been stable across timeframes, ranging from 0.78 to 0.84 - a consistent structural relationship.

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Return for Risk

DSTX vs. FIDI — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

DSTX
DSTX Risk / Return Rank: 4444
Overall Rank
DSTX Sharpe Ratio Rank: 4646
Sharpe Ratio Rank
DSTX Sortino Ratio Rank: 4444
Sortino Ratio Rank
DSTX Omega Ratio Rank: 4545
Omega Ratio Rank
DSTX Calmar Ratio Rank: 4141
Calmar Ratio Rank
DSTX Martin Ratio Rank: 4444
Martin Ratio Rank

FIDI
FIDI Risk / Return Rank: 6666
Overall Rank
FIDI Sharpe Ratio Rank: 6666
Sharpe Ratio Rank
FIDI Sortino Ratio Rank: 6363
Sortino Ratio Rank
FIDI Omega Ratio Rank: 6363
Omega Ratio Rank
FIDI Calmar Ratio Rank: 7272
Calmar Ratio Rank
FIDI Martin Ratio Rank: 6868
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

DSTX vs. FIDI - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Distillate International Fundamental Stability & Value ETF (DSTX) 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.


DSTXFIDIDifference
Sharpe ratioReturn per unit of total volatility

-0.56

Sortino ratioReturn per unit of downside risk

-0.72

Omega ratioGain probability vs. loss probability

1.27

1.36

-0.09

Calmar ratioReturn relative to maximum drawdown

1.94

3.47

-1.52

Martin ratioReturn relative to average drawdown

6.70

12.08

-5.38

DSTX vs. FIDI - Sharpe Ratio Comparison

The current DSTX Sharpe Ratio is 1.50, which is comparable to the FIDI Sharpe Ratio of 2.05. The chart below compares the historical Sharpe Ratios of DSTX and FIDI, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


Loading charts...

Drawdowns

DSTX vs. FIDI - Drawdown Comparison

The maximum DSTX drawdown since its inception was -33.67%, smaller than the maximum FIDI drawdown of -46.34%. Use the drawdown chart below to compare losses from any high point for DSTX and FIDI.


Loading charts...

Drawdown Indicators


DSTXFIDIDifference

Max Drawdown

Largest peak-to-trough decline

-33.67%

-46.34%

+12.67%

Max Drawdown (1Y)

Largest decline over 1 year

-12.48%

-6.96%

-5.52%

Max Drawdown (3Y)

Largest decline over 3 years

-13.29%

-12.09%

-1.20%

Max Drawdown (5Y)

Largest decline over 5 years

-32.96%

-26.05%

-6.91%

Current Drawdown

Current decline from peak

-6.90%

-3.47%

-3.43%

Average Drawdown

Average peak-to-trough decline

-8.93%

-9.74%

+0.81%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.61%

1.99%

+1.62%

Volatility

DSTX vs. FIDI - Volatility Comparison

Distillate International Fundamental Stability & Value ETF (DSTX) has a higher volatility of 5.22% compared to Fidelity International High Dividend ETF (FIDI) at 3.25%. This indicates that DSTX'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.


Loading charts...

Volatility by Period


DSTXFIDIDifference

Volatility (1M)

Calculated over the trailing 1-month period

5.22%

3.25%

+1.97%

Volatility (6M)

Calculated over the trailing 6-month period

13.36%

9.32%

+4.04%

Volatility (1Y)

Calculated over the trailing 1-year period

16.16%

11.78%

+4.38%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

17.13%

14.86%

+2.27%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

16.84%

18.70%

-1.86%

DSTX vs. FIDI - Expense Ratio Comparison

DSTX has a 0.55% expense ratio, which is higher than FIDI's 0.39% expense ratio.


Dividends

DSTX vs. FIDI - Dividend Comparison

DSTX's dividend yield for the trailing twelve months is around 2.80%, less than FIDI's 4.19% yield.


PositionTTM20252024202320222021202020192018
DSTX
Distillate International Fundamental Stability & Value ETF
2.80%2.93%2.41%1.81%3.68%2.24%0.07%0.00%0.00%
FIDI
Fidelity International High Dividend ETF
4.19%4.33%5.72%4.80%5.09%4.00%3.36%4.26%4.37%

Frequently Asked Questions


DSTX and FIDI have a correlation of 0.78, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

DSTX has higher volatility (5.22%) compared to FIDI (3.25%). In terms of maximum drawdown, DSTX dropped -33.67% vs FIDI's -46.34%.

On 5-year performance, FIDI leads with 10.52% vs 6.37% for DSTX. On fees, FIDI is cheaper at 0.39% per year. On volatility, FIDI has been the lower-risk option at 3.25%. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 5-year period, FIDI has performed better with a 10.52% return vs 6.37%. 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 0.55% for DSTX.

FIDI has the higher dividend yield at 4.19%, compared with 2.80% for DSTX.

DSTX tracks Distillate Fundamental Stability & Value Index, while FIDI tracks Fidelity® International High Dividend Index. They also come from different issuers: Distillate Capital and Fidelity. Their fees differ too: 0.55% for DSTX and 0.39% for FIDI.

FIDI currently has the higher Sharpe Ratio (2.05 vs 1.50), 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.

Portfolio Optimizer

Find the right allocation for DSTX and FIDI

Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

Open Portfolio Optimizer