ESGS vs. FSPSX
Compare and contrast key facts about Columbia Sustainable US Equity Income ETF (ESGS) and Fidelity International Index Fund (FSPSX).
ESGS is a passively managed fund by Ameriprise Financial that tracks the performance of the MSCI Beta ADV US Sustainable Equity Income100. It was launched on Jun 13, 2016. 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: ESGS or FSPSX.
Correlation
The correlation between ESGS and FSPSX is 0.59, 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
ESGS vs. FSPSX - Performance Comparison
Key characteristics
ESGS:
1.11
FSPSX:
0.82
ESGS:
1.52
FSPSX:
1.20
ESGS:
1.20
FSPSX:
1.15
ESGS:
1.40
FSPSX:
1.01
ESGS:
4.14
FSPSX:
2.37
ESGS:
3.06%
FSPSX:
4.37%
ESGS:
11.41%
FSPSX:
12.73%
ESGS:
-42.15%
FSPSX:
-33.69%
ESGS:
-2.69%
FSPSX:
-2.13%
Returns By Period
In the year-to-date period, ESGS achieves a 5.86% return, which is significantly lower than FSPSX's 7.89% return.
ESGS
5.86%
2.34%
1.75%
11.10%
11.89%
N/A
FSPSX
7.89%
4.25%
0.02%
9.13%
6.81%
5.46%
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ESGS vs. FSPSX - Expense Ratio Comparison
ESGS has a 0.35% expense ratio, which is higher than FSPSX's 0.04% expense ratio.
Risk-Adjusted Performance
ESGS vs. FSPSX — Risk-Adjusted Performance Rank
ESGS
FSPSX
ESGS vs. FSPSX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Columbia Sustainable US Equity Income ETF (ESGS) 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.
Dividends
ESGS vs. FSPSX - Dividend Comparison
ESGS's dividend yield for the trailing twelve months is around 1.88%, less than FSPSX's 3.03% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ESGS Columbia Sustainable US Equity Income ETF | 1.88% | 1.99% | 0.00% | 2.71% | 1.95% | 0.00% | 0.00% | 6.90% | 2.38% | 1.21% | 0.00% | 0.00% |
FSPSX Fidelity International Index Fund | 3.03% | 3.27% | 2.79% | 2.66% | 3.07% | 1.84% | 3.18% | 2.79% | 2.36% | 2.99% | 2.79% | 3.53% |
Drawdowns
ESGS vs. FSPSX - Drawdown Comparison
The maximum ESGS drawdown since its inception was -42.15%, which is greater than FSPSX's maximum drawdown of -33.69%. Use the drawdown chart below to compare losses from any high point for ESGS and FSPSX. For additional features, visit the drawdowns tool.
Volatility
ESGS vs. FSPSX - Volatility Comparison
The current volatility for Columbia Sustainable US Equity Income ETF (ESGS) is 2.60%, while Fidelity International Index Fund (FSPSX) has a volatility of 3.30%. This indicates that ESGS experiences smaller price fluctuations and is considered to be less risky than FSPSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.