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 0.71, 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:
0.72
SPYG:
1.72
FDIVX:
1.06
SPYG:
2.26
FDIVX:
1.13
SPYG:
1.31
FDIVX:
0.43
SPYG:
2.46
FDIVX:
2.35
SPYG:
9.49
FDIVX:
4.14%
SPYG:
3.30%
FDIVX:
13.67%
SPYG:
18.30%
FDIVX:
-59.31%
SPYG:
-67.79%
FDIVX:
-15.47%
SPYG:
-3.99%
Returns By Period
In the year-to-date period, FDIVX achieves a 4.63% return, which is significantly higher than SPYG's 0.89% return. Over the past 10 years, FDIVX has underperformed SPYG with an annualized return of 3.67%, while SPYG has yielded a comparatively higher 15.55% annualized return.
FDIVX
4.63%
3.54%
0.82%
9.17%
2.65%
3.67%
SPYG
0.89%
-1.08%
14.15%
31.36%
16.46%
15.55%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
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 Rank
FDIVX
SPYG
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's dividend yield for the trailing twelve months is around 1.96%, more than SPYG's 0.60% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FDIVX Fidelity Diversified International Fund | 1.96% | 2.05% | 1.71% | 0.38% | 1.17% | 0.04% | 1.32% | 1.35% | 1.08% | 1.15% | 2.23% | 4.97% |
SPYG SPDR Portfolio S&P 500 Growth ETF | 0.60% | 0.60% | 1.15% | 1.03% | 0.62% | 0.90% | 1.36% | 1.51% | 1.41% | 1.55% | 1.57% | 1.37% |
Drawdowns
FDIVX vs. SPYG - Drawdown Comparison
The maximum FDIVX drawdown since its inception was -59.31%, 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
The current volatility for Fidelity Diversified International Fund (FDIVX) is 3.61%, while SPDR Portfolio S&P 500 Growth ETF (SPYG) has a volatility of 6.46%. This indicates that FDIVX experiences smaller price fluctuations and is considered to be less risky than SPYG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.