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 0.75, 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
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Key characteristics
FDIVX:
0.48
SPYG:
0.71
FDIVX:
0.81
SPYG:
1.18
FDIVX:
1.11
SPYG:
1.17
FDIVX:
0.39
SPYG:
0.85
FDIVX:
1.89
SPYG:
2.85
FDIVX:
4.89%
SPYG:
6.61%
FDIVX:
18.69%
SPYG:
25.09%
FDIVX:
-59.98%
SPYG:
-67.79%
FDIVX:
-7.90%
SPYG:
-4.34%
Returns By Period
In the year-to-date period, FDIVX achieves a 13.99% return, which is significantly higher than SPYG's 0.54% return. Over the past 10 years, FDIVX has underperformed SPYG with an annualized return of 3.43%, while SPYG has yielded a comparatively higher 14.63% annualized return.
FDIVX
13.99%
9.23%
10.57%
8.97%
9.79%
6.93%
3.43%
SPYG
0.54%
18.58%
2.67%
17.66%
19.35%
16.81%
14.63%
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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 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.
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Dividends
FDIVX vs. SPYG - Dividend Comparison
FDIVX's dividend yield for the trailing twelve months is around 1.80%, more than SPYG's 0.61% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FDIVX Fidelity Diversified International Fund | 1.80% | 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 | 0.61% | 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 -59.98%, 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.
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Volatility
FDIVX vs. SPYG - Volatility Comparison
The current volatility for Fidelity Diversified International Fund (FDIVX) is 2.92%, while SPDR Portfolio S&P 500 Growth ETF (SPYG) has a volatility of 5.83%. 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.
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