FDIVX vs. SPYG
Compare and contrast key facts about Fidelity Diversified International Fund (FDIVX) and SPDR Portfolio S&P 500 Growth ETF (SPYG).
FDIVX is managed by Fidelity. It was launched on Dec 27, 1991. SPYG is a passively managed fund by State Street that tracks the performance of the S&P 500 Growth Index. It was launched on Sep 25, 2000.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FDIVX or SPYG.
Correlation
The correlation between FDIVX and SPYG is 0.70, 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
FDIVX vs. SPYG - Performance Comparison
Key characteristics
FDIVX:
0.38
SPYG:
2.25
FDIVX:
0.60
SPYG:
2.89
FDIVX:
1.07
SPYG:
1.41
FDIVX:
0.36
SPYG:
3.08
FDIVX:
1.58
SPYG:
12.14
FDIVX:
3.38%
SPYG:
3.24%
FDIVX:
14.01%
SPYG:
17.49%
FDIVX:
-59.98%
SPYG:
-67.79%
FDIVX:
-11.81%
SPYG:
-2.45%
Returns By Period
In the year-to-date period, FDIVX achieves a 2.70% return, which is significantly lower than SPYG's 37.65% return. Over the past 10 years, FDIVX has underperformed SPYG with an annualized return of 5.51%, while SPYG has yielded a comparatively higher 15.23% annualized return.
FDIVX
2.70%
-4.81%
-5.04%
3.71%
4.45%
5.51%
SPYG
37.65%
3.29%
11.66%
37.77%
17.47%
15.23%
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FDIVX vs. SPYG - Expense Ratio Comparison
FDIVX has a 1.01% expense ratio, which is higher than SPYG's 0.04% expense ratio.
Risk-Adjusted Performance
FDIVX vs. SPYG - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Diversified International Fund (FDIVX) and SPDR Portfolio S&P 500 Growth ETF (SPYG). 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
FDIVX vs. SPYG - Dividend Comparison
FDIVX has not paid dividends to shareholders, while SPYG's dividend yield for the trailing twelve months is around 0.40%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FDIVX Fidelity Diversified International Fund | 0.00% | 1.71% | 0.38% | 1.17% | 0.04% | 1.32% | 1.35% | 1.08% | 1.15% | 2.23% | 4.97% | 2.36% |
SPYG SPDR Portfolio S&P 500 Growth ETF | 0.40% | 1.15% | 1.03% | 0.62% | 0.90% | 1.36% | 1.51% | 1.41% | 1.55% | 1.57% | 1.37% | 1.42% |
Drawdowns
FDIVX vs. SPYG - Drawdown Comparison
The maximum FDIVX drawdown since its inception was -59.98%, smaller than the maximum SPYG drawdown of -67.79%. Use the drawdown chart below to compare losses from any high point for FDIVX and SPYG. For additional features, visit the drawdowns tool.
Volatility
FDIVX vs. SPYG - Volatility Comparison
Fidelity Diversified International Fund (FDIVX) has a higher volatility of 5.34% compared to SPDR Portfolio S&P 500 Growth ETF (SPYG) at 4.80%. This indicates that FDIVX's price experiences larger fluctuations and is considered to be riskier than SPYG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.