FBAL.NEO vs. FCIM.NEO
Compare and contrast key facts about Fidelity All-in-One Balanced ETF (FBAL.NEO) and Fidelity International Momentum Index ETF (FCIM.NEO).
FBAL.NEO and FCIM.NEO are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. FBAL.NEO is an actively managed fund by Fidelity. It was launched on Jan 21, 2021. FCIM.NEO is a passively managed fund by Fidelity that tracks the performance of the Fidelity Canada International Momentum Index. It was launched on Jun 5, 2020.
Performance
FBAL.NEO vs. FCIM.NEO - Performance Comparison
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FBAL.NEO vs. FCIM.NEO - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
FBAL.NEO Fidelity All-in-One Balanced ETF | 1.39% | 12.92% | 19.42% | 13.96% | -7.02% | 11.50% |
FCIM.NEO Fidelity International Momentum Index ETF | 10.28% | 37.03% | 25.38% | 16.54% | -12.40% | 9.92% |
Returns By Period
In the year-to-date period, FBAL.NEO achieves a 1.39% return, which is significantly lower than FCIM.NEO's 10.28% return.
FBAL.NEO
- 1D
- 0.48%
- 1M
- -2.80%
- YTD
- 1.39%
- 6M
- 2.66%
- 1Y
- 12.15%
- 3Y*
- 14.02%
- 5Y*
- 10.00%
- 10Y*
- —
FCIM.NEO
- 1D
- 2.36%
- 1M
- -4.12%
- YTD
- 10.28%
- 6M
- 16.95%
- 1Y
- 36.16%
- 3Y*
- 27.46%
- 5Y*
- 16.80%
- 10Y*
- —
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FBAL.NEO vs. FCIM.NEO - Expense Ratio Comparison
FBAL.NEO has a 0.40% expense ratio, which is lower than FCIM.NEO's 0.45% expense ratio.
Return for Risk
FBAL.NEO vs. FCIM.NEO — Risk / Return Rank
FBAL.NEO
FCIM.NEO
FBAL.NEO vs. FCIM.NEO - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity All-in-One Balanced ETF (FBAL.NEO) and Fidelity International Momentum Index ETF (FCIM.NEO). 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.
| FBAL.NEO | FCIM.NEO | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.37 | 2.00 | -0.63 |
Sortino ratioReturn per unit of downside risk | 1.85 | 2.80 | -0.95 |
Omega ratioGain probability vs. loss probability | 1.27 | 1.38 | -0.11 |
Calmar ratioReturn relative to maximum drawdown | 1.67 | 2.67 | -1.01 |
Martin ratioReturn relative to average drawdown | 6.49 | 10.36 | -3.87 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| FBAL.NEO | FCIM.NEO | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.37 | 2.00 | -0.63 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 1.17 | 1.02 | +0.15 |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.13 | -0.09 | +1.23 |
Correlation
The correlation between FBAL.NEO and FCIM.NEO is 0.62, 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.
Dividends
FBAL.NEO vs. FCIM.NEO - Dividend Comparison
FBAL.NEO's dividend yield for the trailing twelve months is around 1.59%, more than FCIM.NEO's 1.44% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|
FBAL.NEO Fidelity All-in-One Balanced ETF | 1.59% | 1.61% | 1.42% | 1.71% | 4.48% | 1.08% | 0.00% |
FCIM.NEO Fidelity International Momentum Index ETF | 1.44% | 1.59% | 1.26% | 1.70% | 1.86% | 2.70% | 0.52% |
Drawdowns
FBAL.NEO vs. FCIM.NEO - Drawdown Comparison
The maximum FBAL.NEO drawdown since its inception was -13.83%, smaller than the maximum FCIM.NEO drawdown of -67.91%. Use the drawdown chart below to compare losses from any high point for FBAL.NEO and FCIM.NEO.
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Drawdown Indicators
| FBAL.NEO | FCIM.NEO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -13.83% | -67.91% | +54.08% |
Max Drawdown (1Y)Largest decline over 1 year | -7.39% | -13.21% | +5.82% |
Max Drawdown (5Y)Largest decline over 5 years | -13.83% | -26.89% | +13.06% |
Current DrawdownCurrent decline from peak | -3.32% | -16.60% | +13.28% |
Average DrawdownAverage peak-to-trough decline | -2.48% | -52.32% | +49.84% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.90% | 3.41% | -1.51% |
Volatility
FBAL.NEO vs. FCIM.NEO - Volatility Comparison
The current volatility for Fidelity All-in-One Balanced ETF (FBAL.NEO) is 3.90%, while Fidelity International Momentum Index ETF (FCIM.NEO) has a volatility of 8.65%. This indicates that FBAL.NEO experiences smaller price fluctuations and is considered to be less risky than FCIM.NEO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FBAL.NEO | FCIM.NEO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.90% | 8.65% | -4.75% |
Volatility (6M)Calculated over the trailing 6-month period | 6.05% | 12.35% | -6.30% |
Volatility (1Y)Calculated over the trailing 1-year period | 8.91% | 18.20% | -9.29% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 8.60% | 16.63% | -8.03% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 8.57% | 32.30% | -23.73% |