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:
0.29
SPYG:
0.33
FDIVX:
0.53
SPYG:
0.62
FDIVX:
1.07
SPYG:
1.09
FDIVX:
0.23
SPYG:
0.36
FDIVX:
1.11
SPYG:
1.36
FDIVX:
4.85%
SPYG:
5.89%
FDIVX:
18.64%
SPYG:
24.45%
FDIVX:
-59.98%
SPYG:
-67.79%
FDIVX:
-15.49%
SPYG:
-16.99%
Returns By Period
In the year-to-date period, FDIVX achieves a 4.60% return, which is significantly higher than SPYG's -12.75% return. Over the past 10 years, FDIVX has underperformed SPYG with an annualized return of 2.90%, while SPYG has yielded a comparatively higher 13.24% annualized return.
FDIVX
4.60%
-4.52%
-3.32%
5.68%
5.90%
2.90%
SPYG
-12.75%
-5.28%
-8.55%
9.08%
14.88%
13.24%
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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.
Dividends
FDIVX vs. SPYG - Dividend Comparison
FDIVX's dividend yield for the trailing twelve months is around 1.96%, more than SPYG's 0.71% 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 | 0.71% | 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.
Volatility
FDIVX vs. SPYG - Volatility Comparison
The current volatility for Fidelity Diversified International Fund (FDIVX) is 12.20%, while SPDR Portfolio S&P 500 Growth ETF (SPYG) has a volatility of 15.66%. 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.