FEMSX vs. AIA
Compare and contrast key facts about Fidelity Series Emerging Markets Opportunities Fund (FEMSX) and iShares Asia 50 ETF (AIA).
FEMSX is managed by Fidelity. It was launched on Dec 9, 2008. AIA is a passively managed fund by iShares that tracks the performance of the S&P Asia 50. It was launched on Nov 13, 2007.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FEMSX or AIA.
Correlation
The correlation between FEMSX and AIA is 0.89, 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
FEMSX vs. AIA - Performance Comparison
Key characteristics
FEMSX:
0.76
AIA:
1.40
FEMSX:
1.18
AIA:
2.00
FEMSX:
1.14
AIA:
1.25
FEMSX:
0.36
AIA:
0.83
FEMSX:
2.18
AIA:
5.31
FEMSX:
5.53%
AIA:
6.20%
FEMSX:
15.90%
AIA:
23.50%
FEMSX:
-48.97%
AIA:
-60.89%
FEMSX:
-24.29%
AIA:
-18.86%
Returns By Period
In the year-to-date period, FEMSX achieves a 5.62% return, which is significantly lower than AIA's 11.40% return. Over the past 10 years, FEMSX has underperformed AIA with an annualized return of 3.59%, while AIA has yielded a comparatively higher 6.83% annualized return.
FEMSX
5.62%
2.54%
7.10%
11.71%
2.96%
3.59%
AIA
11.40%
6.87%
18.39%
31.87%
6.31%
6.83%
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FEMSX vs. AIA - Expense Ratio Comparison
FEMSX has a 0.01% expense ratio, which is lower than AIA's 0.50% expense ratio.
Risk-Adjusted Performance
FEMSX vs. AIA — Risk-Adjusted Performance Rank
FEMSX
AIA
FEMSX vs. AIA - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Series Emerging Markets Opportunities Fund (FEMSX) and iShares Asia 50 ETF (AIA). 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
FEMSX vs. AIA - Dividend Comparison
FEMSX's dividend yield for the trailing twelve months is around 1.97%, less than AIA's 2.50% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FEMSX Fidelity Series Emerging Markets Opportunities Fund | 1.96% | 2.08% | 2.82% | 2.39% | 3.26% | 1.33% | 2.41% | 2.47% | 1.81% | 1.24% | 1.27% | 0.83% |
AIA iShares Asia 50 ETF | 2.49% | 2.78% | 2.62% | 2.59% | 1.53% | 1.11% | 2.24% | 2.50% | 1.45% | 2.29% | 2.88% | 2.24% |
Drawdowns
FEMSX vs. AIA - Drawdown Comparison
The maximum FEMSX drawdown since its inception was -48.97%, smaller than the maximum AIA drawdown of -60.89%. Use the drawdown chart below to compare losses from any high point for FEMSX and AIA. For additional features, visit the drawdowns tool.
Volatility
FEMSX vs. AIA - Volatility Comparison
The current volatility for Fidelity Series Emerging Markets Opportunities Fund (FEMSX) is 5.25%, while iShares Asia 50 ETF (AIA) has a volatility of 7.83%. This indicates that FEMSX experiences smaller price fluctuations and is considered to be less risky than AIA based on this measure. The chart below showcases a comparison of their rolling one-month volatility.