EFG vs. FOSFX
Compare and contrast key facts about iShares MSCI EAFE Growth ETF (EFG) and Fidelity Overseas Fund (FOSFX).
EFG is a passively managed fund by iShares that tracks the performance of the MSCI EAFE Growth Index. It was launched on Aug 1, 2005. FOSFX is managed by Fidelity. It was launched on Dec 4, 1984.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: EFG or FOSFX.
Correlation
The correlation between EFG and FOSFX 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
EFG vs. FOSFX - Performance Comparison
Key characteristics
EFG:
0.27
FOSFX:
0.62
EFG:
0.52
FOSFX:
0.97
EFG:
1.07
FOSFX:
1.13
EFG:
0.30
FOSFX:
0.79
EFG:
0.91
FOSFX:
2.34
EFG:
5.65%
FOSFX:
4.72%
EFG:
19.07%
FOSFX:
17.93%
EFG:
-58.40%
FOSFX:
-62.54%
EFG:
-4.50%
FOSFX:
-1.15%
Returns By Period
In the year-to-date period, EFG achieves a 6.73% return, which is significantly lower than FOSFX's 10.21% return. Over the past 10 years, EFG has underperformed FOSFX with an annualized return of 5.23%, while FOSFX has yielded a comparatively higher 6.01% annualized return.
EFG
6.73%
1.42%
1.61%
4.92%
7.93%
5.23%
FOSFX
10.21%
1.37%
5.86%
11.05%
10.21%
6.01%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
EFG vs. FOSFX - Expense Ratio Comparison
EFG has a 0.40% expense ratio, which is lower than FOSFX's 0.99% expense ratio.
Risk-Adjusted Performance
EFG vs. FOSFX — Risk-Adjusted Performance Rank
EFG
FOSFX
EFG vs. FOSFX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares MSCI EAFE Growth ETF (EFG) and Fidelity Overseas Fund (FOSFX). 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
EFG vs. FOSFX - Dividend Comparison
EFG's dividend yield for the trailing twelve months is around 1.53%, more than FOSFX's 1.26% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EFG iShares MSCI EAFE Growth ETF | 1.53% | 1.64% | 1.63% | 1.27% | 1.54% | 0.85% | 1.69% | 1.98% | 1.56% | 2.20% | 1.75% | 2.34% |
FOSFX Fidelity Overseas Fund | 1.26% | 1.38% | 1.02% | 0.77% | 0.30% | 0.18% | 1.35% | 1.66% | 1.02% | 1.83% | 1.06% | 1.76% |
Drawdowns
EFG vs. FOSFX - Drawdown Comparison
The maximum EFG drawdown since its inception was -58.40%, smaller than the maximum FOSFX drawdown of -62.54%. Use the drawdown chart below to compare losses from any high point for EFG and FOSFX. For additional features, visit the drawdowns tool.
Volatility
EFG vs. FOSFX - Volatility Comparison
iShares MSCI EAFE Growth ETF (EFG) has a higher volatility of 12.12% compared to Fidelity Overseas Fund (FOSFX) at 11.54%. This indicates that EFG's price experiences larger fluctuations and is considered to be riskier than FOSFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.