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FDIVX vs. IOO
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

FDIVX vs. IOO - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Fidelity Diversified International Fund (FDIVX) and iShares Global 100 ETF (IOO). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, FDIVX achieves a 10.84% return, which is significantly higher than IOO's 9.16% return. Over the past 10 years, FDIVX has underperformed IOO with an annualized return of 9.68%, while IOO has yielded a comparatively higher 16.66% annualized return.


FDIVX

1D
3.97%
1M
3.57%
YTD
10.84%
6M
12.79%
1Y
21.93%
3Y*
16.45%
5Y*
7.25%
10Y*
9.68%

IOO

1D
0.11%
1M
-1.76%
YTD
9.16%
6M
10.36%
1Y
33.70%
3Y*
23.85%
5Y*
15.85%
10Y*
16.66%
*Multi-year figures are annualized to reflect compound growth (CAGR)

FDIVX vs. IOO - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
FDIVX
Fidelity Diversified International Fund
10.84%27.75%6.54%17.74%-23.86%12.79%18.91%29.72%-15.31%25.31%
IOO
iShares Global 100 ETF
9.16%27.02%26.54%27.71%-16.34%26.03%18.61%30.01%-6.22%23.56%

Correlation

The correlation between FDIVX and IOO is 0.80, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.80

Correlation (3Y)
Calculated over the trailing 3-year period

0.77

Correlation (5Y)
Calculated over the trailing 5-year period

0.81

Correlation (10Y)
Calculated over the trailing 10-year period

0.82

Correlation (All Time)
Calculated using the full available price history since Dec 8, 2000

0.83

The correlation between FDIVX and IOO has been stable across timeframes, ranging from 0.77 to 0.83 - a consistent structural relationship.

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Return for Risk

FDIVX vs. IOO — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

FDIVX
FDIVX Risk / Return Rank: 3131
Overall Rank
FDIVX Sharpe Ratio Rank: 2828
Sharpe Ratio Rank
FDIVX Sortino Ratio Rank: 2828
Sortino Ratio Rank
FDIVX Omega Ratio Rank: 2929
Omega Ratio Rank
FDIVX Calmar Ratio Rank: 3232
Calmar Ratio Rank
FDIVX Martin Ratio Rank: 3737
Martin Ratio Rank

IOO
IOO Risk / Return Rank: 8080
Overall Rank
IOO Sharpe Ratio Rank: 8383
Sharpe Ratio Rank
IOO Sortino Ratio Rank: 8080
Sortino Ratio Rank
IOO Omega Ratio Rank: 8080
Omega Ratio Rank
IOO Calmar Ratio Rank: 7373
Calmar Ratio Rank
IOO Martin Ratio Rank: 8383
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

FDIVX vs. IOO - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Fidelity Diversified International Fund (FDIVX) and iShares Global 100 ETF (IOO). 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


FDIVXIOODifference
Sharpe ratioReturn per unit of total volatility

-1.09

Sortino ratioReturn per unit of downside risk

-1.33

Omega ratioGain probability vs. loss probability

1.22

1.41

-0.19

Calmar ratioReturn relative to maximum drawdown

1.72

3.23

-1.51

Martin ratioReturn relative to average drawdown

6.65

14.35

-7.70

FDIVX vs. IOO - Sharpe Ratio Comparison

The current FDIVX Sharpe Ratio is 1.19, which is lower than the IOO Sharpe Ratio of 2.28. The chart below compares the historical Sharpe Ratios of FDIVX and IOO, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Drawdowns

FDIVX vs. IOO - Drawdown Comparison

The maximum FDIVX drawdown since its inception was -60.61%, which is greater than IOO's maximum drawdown of -55.85%. Use the drawdown chart below to compare losses from any high point for FDIVX and IOO.


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Drawdown Indicators


FDIVXIOODifference

Max Drawdown

Largest peak-to-trough decline

-60.61%

-55.85%

-4.76%

Max Drawdown (1Y)

Largest decline over 1 year

-12.38%

-9.94%

-2.44%

Max Drawdown (3Y)

Largest decline over 3 years

-14.63%

-19.19%

+4.56%

Max Drawdown (5Y)

Largest decline over 5 years

-35.60%

-23.52%

-12.08%

Max Drawdown (10Y)

Largest decline over 10 years

-35.60%

-31.43%

-4.17%

Current Drawdown

Current decline from peak

-0.94%

-4.05%

+3.11%

Average Drawdown

Average peak-to-trough decline

-11.66%

-11.26%

-0.40%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.19%

2.24%

+0.95%

Volatility

FDIVX vs. IOO - Volatility Comparison

Fidelity Diversified International Fund (FDIVX) has a higher volatility of 7.46% compared to iShares Global 100 ETF (IOO) at 4.82%. This indicates that FDIVX's price experiences larger fluctuations and is considered to be riskier than IOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


FDIVXIOODifference

Volatility (1M)

Calculated over the trailing 1-month period

7.46%

4.82%

+2.64%

Volatility (6M)

Calculated over the trailing 6-month period

15.37%

11.31%

+4.06%

Volatility (1Y)

Calculated over the trailing 1-year period

17.81%

14.07%

+3.74%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

17.31%

17.12%

+0.19%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

17.05%

17.80%

-0.75%

FDIVX vs. IOO - Expense Ratio Comparison

FDIVX has a 1.01% expense ratio, which is higher than IOO's 0.40% expense ratio.


Dividends

FDIVX vs. IOO - Dividend Comparison

FDIVX's dividend yield for the trailing twelve months is around 9.64%, more than IOO's 0.84% yield.


PositionTTM20252024202320222021202020192018201720162015
FDIVX
Fidelity Diversified International Fund
9.64%10.69%3.93%4.29%1.34%10.59%0.97%1.32%7.32%4.22%1.36%0.46%
IOO
iShares Global 100 ETF
0.84%0.92%1.08%1.49%2.00%1.53%1.49%2.02%2.54%2.23%2.75%2.89%

Frequently Asked Questions


FDIVX and IOO have a correlation of 0.80, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

FDIVX has higher volatility (7.46%) compared to IOO (4.82%). In terms of maximum drawdown, FDIVX dropped -60.61% vs IOO's -55.85%.

IOO currently has the higher Sharpe Ratio (2.28 vs 1.19), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

Portfolio Optimizer

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