FCIRX vs. VOO
Compare and contrast key facts about Fiera Capital International Equity Fund (FCIRX) and Vanguard S&P 500 ETF (VOO).
FCIRX is managed by Fiera Capital. It was launched on Sep 28, 2017. VOO is a passively managed fund by Vanguard that tracks the performance of the S&P 500 Index. It was launched on Sep 7, 2010.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FCIRX or VOO.
Key characteristics
| FCIRX | VOO | |
|---|---|---|
| YTD Return | 8.99% | 26.59% |
| 1Y Return | 20.78% | 38.23% |
| 3Y Return (Ann) | 8.51% | 9.99% |
| 5Y Return (Ann) | 15.14% | 15.91% |
| Sharpe Ratio | 1.59 | 3.11 |
| Sortino Ratio | 2.31 | 4.14 |
| Omega Ratio | 1.27 | 1.58 |
| Calmar Ratio | 1.48 | 4.54 |
| Martin Ratio | 7.27 | 20.72 |
| Ulcer Index | 2.91% | 1.85% |
| Daily Std Dev | 13.25% | 12.33% |
| Max Drawdown | -32.05% | -33.99% |
| Current Drawdown | -5.67% | 0.00% |
Correlation
The correlation between FCIRX and VOO is 0.72, 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
FCIRX vs. VOO - Performance Comparison
In the year-to-date period, FCIRX achieves a 8.99% return, which is significantly lower than VOO's 26.59% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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FCIRX vs. VOO - Expense Ratio Comparison
FCIRX has a 1.25% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
FCIRX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fiera Capital International Equity Fund (FCIRX) and Vanguard S&P 500 ETF (VOO). 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
FCIRX vs. VOO - Dividend Comparison
FCIRX's dividend yield for the trailing twelve months is around 0.31%, less than VOO's 1.24% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FCIRX Fiera Capital International Equity Fund | 0.31% | 0.40% | 0.92% | 18.54% | 5.54% | 4.94% | 2.49% | 0.90% | 0.00% | 0.00% | 0.00% | 0.00% |
VOO Vanguard S&P 500 ETF | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% | 1.84% |
Drawdowns
FCIRX vs. VOO - Drawdown Comparison
The maximum FCIRX drawdown since its inception was -32.05%, smaller than the maximum VOO drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for FCIRX and VOO. For additional features, visit the drawdowns tool.
Volatility
FCIRX vs. VOO - Volatility Comparison
The current volatility for Fiera Capital International Equity Fund (FCIRX) is 3.49%, while Vanguard S&P 500 ETF (VOO) has a volatility of 3.95%. This indicates that FCIRX experiences smaller price fluctuations and is considered to be less risky than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.