FEMSX vs. FENI
Compare and contrast key facts about Fidelity Series Emerging Markets Opportunities Fund (FEMSX) and Fidelity Enhanced International ETF (FENI).
FEMSX is managed by Fidelity. It was launched on Dec 9, 2008. FENI is a passively managed fund by Fidelity that tracks the performance of the MSCI EAFE Index. It was launched on Dec 20, 2007.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FEMSX or FENI.
Correlation
The correlation between FEMSX and FENI is 0.70, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
FEMSX vs. FENI - Performance Comparison
Key characteristics
FEMSX:
0.98
FENI:
1.02
FEMSX:
1.46
FENI:
1.46
FEMSX:
1.18
FENI:
1.18
FEMSX:
0.41
FENI:
1.31
FEMSX:
2.94
FENI:
3.12
FEMSX:
5.04%
FENI:
4.18%
FEMSX:
15.17%
FENI:
12.76%
FEMSX:
-48.97%
FENI:
-9.95%
FEMSX:
-26.68%
FENI:
-5.00%
Returns By Period
In the year-to-date period, FEMSX achieves a 2.29% return, which is significantly lower than FENI's 4.58% return.
FEMSX
2.29%
1.02%
3.06%
13.32%
0.79%
3.14%
FENI
4.58%
3.71%
1.88%
11.51%
N/A
N/A
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FEMSX vs. FENI - Expense Ratio Comparison
FEMSX has a 0.01% expense ratio, which is lower than FENI's 0.28% expense ratio.
Risk-Adjusted Performance
FEMSX vs. FENI — Risk-Adjusted Performance Rank
FEMSX
FENI
FEMSX vs. FENI - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Series Emerging Markets Opportunities Fund (FEMSX) and Fidelity Enhanced International ETF (FENI). 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. FENI - Dividend Comparison
FEMSX's dividend yield for the trailing twelve months is around 2.03%, less than FENI's 2.89% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FEMSX Fidelity Series Emerging Markets Opportunities Fund | 2.03% | 2.08% | 2.82% | 2.39% | 3.26% | 1.33% | 2.41% | 2.47% | 1.81% | 1.24% | 2.53% | 1.67% |
FENI Fidelity Enhanced International ETF | 2.89% | 3.02% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
FEMSX vs. FENI - Drawdown Comparison
The maximum FEMSX drawdown since its inception was -48.97%, which is greater than FENI's maximum drawdown of -9.95%. Use the drawdown chart below to compare losses from any high point for FEMSX and FENI. For additional features, visit the drawdowns tool.
Volatility
FEMSX vs. FENI - Volatility Comparison
Fidelity Series Emerging Markets Opportunities Fund (FEMSX) has a higher volatility of 3.66% compared to Fidelity Enhanced International ETF (FENI) at 3.34%. This indicates that FEMSX's price experiences larger fluctuations and is considered to be riskier than FENI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.