PortfoliosLab logoPortfoliosLab logo
FDIVX vs. TIP
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

FDIVX vs. TIP - Performance Comparison

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

Loading charts...

Returns By Period

In the year-to-date period, FDIVX achieves a 7.71% return, which is significantly higher than TIP's 0.95% return. Over the past 10 years, FDIVX has outperformed TIP with an annualized return of 8.80%, while TIP has yielded a comparatively lower 2.45% annualized return.


FDIVX

1D
-3.73%
1M
-1.89%
YTD
7.71%
6M
9.86%
1Y
17.46%
3Y*
15.46%
5Y*
6.71%
10Y*
8.80%

TIP

1D
-0.11%
1M
-0.90%
YTD
0.95%
6M
0.97%
1Y
4.81%
3Y*
3.70%
5Y*
0.88%
10Y*
2.45%
*Multi-year figures are annualized to reflect compound growth (CAGR)

FDIVX vs. TIP - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
FDIVX
Fidelity Diversified International Fund
7.71%27.75%6.54%17.74%-23.86%12.79%18.91%29.72%-15.31%25.31%
TIP
iShares TIPS Bond ETF
0.95%6.77%1.65%3.80%-12.26%5.68%10.84%8.35%-1.42%2.92%

Correlation

The correlation between FDIVX and TIP is 0.28, which is low. Their price movements are largely independent, making them effective diversification partners.


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

0.28

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

0.26

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

0.22

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

0.13

Correlation (All Time)
Calculated using the full available price history since Dec 5, 2003

-0.00

The correlation between FDIVX and TIP shifts across timeframes, from -0.00 (all time) to 0.28 (1 year), reflecting how their relationship changes across market environments.

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Return for Risk

FDIVX vs. TIP — Risk / Return Rank

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

FDIVX
FDIVX Risk / Return Rank: 1818
Overall Rank
FDIVX Sharpe Ratio Rank: 1515
Sharpe Ratio Rank
FDIVX Sortino Ratio Rank: 1515
Sortino Ratio Rank
FDIVX Omega Ratio Rank: 1616
Omega Ratio Rank
FDIVX Calmar Ratio Rank: 1919
Calmar Ratio Rank
FDIVX Martin Ratio Rank: 2424
Martin Ratio Rank

TIP
TIP Risk / Return Rank: 4848
Overall Rank
TIP Sharpe Ratio Rank: 4545
Sharpe Ratio Rank
TIP Sortino Ratio Rank: 5050
Sortino Ratio Rank
TIP Omega Ratio Rank: 4444
Omega Ratio Rank
TIP Calmar Ratio Rank: 5454
Calmar Ratio Rank
TIP Martin Ratio Rank: 4848
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. TIP - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Fidelity Diversified International Fund (FDIVX) and iShares TIPS Bond ETF (TIP). 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.


FDIVXTIPDifference
Sharpe ratioReturn per unit of total volatility

-0.39

Sortino ratioReturn per unit of downside risk

-0.67

Omega ratioGain probability vs. loss probability

1.19

1.26

-0.06

Calmar ratioReturn relative to maximum drawdown

1.45

2.45

-1.00

Martin ratioReturn relative to average drawdown

5.65

7.37

-1.71

FDIVX vs. TIP - Sharpe Ratio Comparison

The current FDIVX Sharpe Ratio is 1.04, which is comparable to the TIP Sharpe Ratio of 1.43. The chart below compares the historical Sharpe Ratios of FDIVX and TIP, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


Loading charts...

Sharpe Ratios by Period


FDIVXTIPDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.04

1.43

-0.39

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.39

0.14

+0.25

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.52

0.43

+0.09

Sharpe Ratio (All Time)

Calculated using the full available price history

0.49

0.57

-0.08

Drawdowns

FDIVX vs. TIP - Drawdown Comparison

The maximum FDIVX drawdown since its inception was -60.61%, which is greater than TIP's maximum drawdown of -14.57%. Use the drawdown chart below to compare losses from any high point for FDIVX and TIP.


Loading charts...

Drawdown Indicators


FDIVXTIPDifference

Max Drawdown

Largest peak-to-trough decline

-60.61%

-14.57%

-46.04%

Max Drawdown (1Y)

Largest decline over 1 year

-12.38%

-1.98%

-10.40%

Max Drawdown (3Y)

Largest decline over 3 years

-14.63%

-4.54%

-10.09%

Max Drawdown (5Y)

Largest decline over 5 years

-35.60%

-14.51%

-21.09%

Max Drawdown (10Y)

Largest decline over 10 years

-35.60%

-14.51%

-21.09%

Current Drawdown

Current decline from peak

-3.73%

-0.90%

-2.83%

Average Drawdown

Average peak-to-trough decline

-11.67%

-3.43%

-8.24%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.17%

0.65%

+2.52%

Volatility

FDIVX vs. TIP - Volatility Comparison

Fidelity Diversified International Fund (FDIVX) has a higher volatility of 6.31% compared to iShares TIPS Bond ETF (TIP) at 1.01%. This indicates that FDIVX's price experiences larger fluctuations and is considered to be riskier than TIP based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


Loading charts...

Volatility by Period


FDIVXTIPDifference

Volatility (1M)

Calculated over the trailing 1-month period

6.31%

1.01%

+5.30%

Volatility (6M)

Calculated over the trailing 6-month period

14.73%

2.33%

+12.40%

Volatility (1Y)

Calculated over the trailing 1-year period

17.24%

3.38%

+13.86%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

17.19%

6.21%

+10.98%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

17.02%

5.74%

+11.28%

FDIVX vs. TIP - Expense Ratio Comparison

FDIVX has a 1.01% expense ratio, which is higher than TIP's 0.18% expense ratio.


Dividends

FDIVX vs. TIP - Dividend Comparison

FDIVX's dividend yield for the trailing twelve months is around 9.92%, more than TIP's 3.78% yield.


PositionTTM20252024202320222021202020192018201720162015
FDIVX
Fidelity Diversified International Fund
9.92%10.69%3.93%4.29%1.34%10.59%0.97%1.32%7.32%4.22%1.36%0.46%
TIP
iShares TIPS Bond ETF
3.78%3.46%2.52%2.73%6.96%4.28%1.17%1.75%2.71%2.07%1.48%0.34%

Frequently Asked Questions


FDIVX and TIP have a correlation of 0.28, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

FDIVX has higher volatility (6.31%) compared to TIP (1.01%). In terms of maximum drawdown, FDIVX dropped -60.61% vs TIP's -14.57%.

TIP currently has the higher Sharpe Ratio (1.43 vs 1.04), 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

Find the right allocation for FDIVX and TIP

Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

Open Portfolio Optimizer