EEMV vs. FSPSX
Compare and contrast key facts about iShares MSCI Emerging Markets Min Vol Factor ETF (EEMV) and Fidelity International Index Fund (FSPSX).
EEMV is a passively managed fund by iShares that tracks the performance of the MSCI Emerging Markets Minimum Volatility Index. It was launched on Oct 18, 2011. FSPSX is managed by Fidelity. It was launched on Nov 5, 1997.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: EEMV or FSPSX.
Correlation
The correlation between EEMV and FSPSX is 0.67, 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
EEMV vs. FSPSX - Performance Comparison
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Key characteristics
EEMV:
0.91
FSPSX:
0.69
EEMV:
1.42
FSPSX:
1.08
EEMV:
1.20
FSPSX:
1.15
EEMV:
0.89
FSPSX:
0.88
EEMV:
2.61
FSPSX:
2.54
EEMV:
4.26%
FSPSX:
4.69%
EEMV:
11.48%
FSPSX:
16.72%
EEMV:
-31.56%
FSPSX:
-33.69%
EEMV:
-0.96%
FSPSX:
0.00%
Returns By Period
In the year-to-date period, EEMV achieves a 5.60% return, which is significantly lower than FSPSX's 14.66% return. Over the past 10 years, EEMV has underperformed FSPSX with an annualized return of 2.36%, while FSPSX has yielded a comparatively higher 5.60% annualized return.
EEMV
5.60%
6.97%
5.28%
10.38%
6.80%
2.36%
FSPSX
14.66%
9.70%
12.92%
11.55%
12.85%
5.60%
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EEMV vs. FSPSX - Expense Ratio Comparison
EEMV has a 0.25% expense ratio, which is higher than FSPSX's 0.04% 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
EEMV vs. FSPSX — Risk-Adjusted Performance Rank
EEMV
FSPSX
EEMV vs. FSPSX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares MSCI Emerging Markets Min Vol Factor ETF (EEMV) and Fidelity International Index Fund (FSPSX). 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.
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Dividends
EEMV vs. FSPSX - Dividend Comparison
EEMV's dividend yield for the trailing twelve months is around 3.31%, more than FSPSX's 2.53% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EEMV iShares MSCI Emerging Markets Min Vol Factor ETF | 3.31% | 3.50% | 2.75% | 1.93% | 2.14% | 2.45% | 2.63% | 2.46% | 2.34% | 2.79% | 2.55% | 2.71% |
FSPSX Fidelity International Index Fund | 2.53% | 3.27% | 2.79% | 2.66% | 3.07% | 1.84% | 3.18% | 2.79% | 2.36% | 2.99% | 2.79% | 3.53% |
Drawdowns
EEMV vs. FSPSX - Drawdown Comparison
The maximum EEMV drawdown since its inception was -31.56%, smaller than the maximum FSPSX drawdown of -33.69%. Use the drawdown chart below to compare losses from any high point for EEMV and FSPSX. For additional features, visit the drawdowns tool.
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Volatility
EEMV vs. FSPSX - Volatility Comparison
iShares MSCI Emerging Markets Min Vol Factor ETF (EEMV) and Fidelity International Index Fund (FSPSX) have volatilities of 3.04% and 2.96%, 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.
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