EASG vs. FXAIX
Compare and contrast key facts about Xtrackers MSCI EAFE ESG Leaders Equity ETF (EASG) and Fidelity 500 Index Fund (FXAIX).
EASG is a passively managed fund by Deutsche Bank that tracks the performance of the MSCI EAFE ESG Leaders Index. It was launched on Sep 6, 2018. FXAIX is managed by Fidelity.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: EASG or FXAIX.
Correlation
The correlation between EASG and FXAIX 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
EASG vs. FXAIX - Performance Comparison
Key characteristics
EASG:
0.55
FXAIX:
1.72
EASG:
0.84
FXAIX:
2.33
EASG:
1.10
FXAIX:
1.31
EASG:
0.61
FXAIX:
2.61
EASG:
1.42
FXAIX:
10.80
EASG:
5.26%
FXAIX:
2.04%
EASG:
13.68%
FXAIX:
12.87%
EASG:
-32.06%
FXAIX:
-33.79%
EASG:
-6.25%
FXAIX:
-1.03%
Returns By Period
In the year-to-date period, EASG achieves a 5.21% return, which is significantly higher than FXAIX's 3.02% return.
EASG
5.21%
6.87%
0.25%
8.77%
5.37%
N/A
FXAIX
3.02%
3.78%
11.68%
23.85%
14.17%
13.04%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
EASG vs. FXAIX - Expense Ratio Comparison
EASG has a 0.14% expense ratio, which is higher than FXAIX's 0.02% 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
EASG vs. FXAIX — Risk-Adjusted Performance Rank
EASG
FXAIX
EASG vs. FXAIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Xtrackers MSCI EAFE ESG Leaders Equity ETF (EASG) and Fidelity 500 Index Fund (FXAIX). 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
EASG vs. FXAIX - Dividend Comparison
EASG's dividend yield for the trailing twelve months is around 2.79%, more than FXAIX's 1.21% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EASG Xtrackers MSCI EAFE ESG Leaders Equity ETF | 2.79% | 2.94% | 2.51% | 2.48% | 2.69% | 1.70% | 2.94% | 0.84% | 0.00% | 0.00% | 0.00% | 0.00% |
FXAIX Fidelity 500 Index Fund | 1.21% | 1.25% | 1.45% | 1.69% | 1.22% | 1.60% | 1.95% | 2.07% | 1.81% | 2.01% | 2.56% | 2.63% |
Drawdowns
EASG vs. FXAIX - Drawdown Comparison
The maximum EASG drawdown since its inception was -32.06%, smaller than the maximum FXAIX drawdown of -33.79%. Use the drawdown chart below to compare losses from any high point for EASG and FXAIX. For additional features, visit the drawdowns tool.
Volatility
EASG vs. FXAIX - Volatility Comparison
Xtrackers MSCI EAFE ESG Leaders Equity ETF (EASG) has a higher volatility of 3.74% compared to Fidelity 500 Index Fund (FXAIX) at 3.52%. This indicates that EASG's price experiences larger fluctuations and is considered to be riskier than FXAIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.