FEMSX vs. VWO
Compare and contrast key facts about Fidelity Series Emerging Markets Opportunities Fund (FEMSX) and Vanguard FTSE Emerging Markets ETF (VWO).
FEMSX is managed by Fidelity. It was launched on Dec 9, 2008. VWO is a passively managed fund by Vanguard that tracks the performance of the FTSE Emerging Index. It was launched on Mar 4, 2005.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FEMSX or VWO.
Correlation
The correlation between FEMSX and VWO is 0.68, 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. VWO - Performance Comparison
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Key characteristics
FEMSX:
0.58
VWO:
0.67
FEMSX:
0.98
VWO:
1.10
FEMSX:
1.12
VWO:
1.15
FEMSX:
0.34
VWO:
0.67
FEMSX:
1.77
VWO:
2.21
FEMSX:
6.41%
VWO:
5.89%
FEMSX:
18.83%
VWO:
18.64%
FEMSX:
-48.97%
VWO:
-67.68%
FEMSX:
-21.32%
VWO:
-4.31%
Returns By Period
In the year-to-date period, FEMSX achieves a 9.77% return, which is significantly higher than VWO's 7.49% return. Over the past 10 years, FEMSX has underperformed VWO with an annualized return of 3.22%, while VWO has yielded a comparatively higher 3.65% annualized return.
FEMSX
9.77%
11.23%
5.04%
10.83%
6.08%
3.22%
VWO
7.49%
9.72%
4.21%
12.31%
8.88%
3.65%
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FEMSX vs. VWO - Expense Ratio Comparison
FEMSX has a 0.01% expense ratio, which is lower than VWO's 0.08% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Risk-Adjusted Performance
FEMSX vs. VWO — Risk-Adjusted Performance Rank
FEMSX
VWO
FEMSX vs. VWO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Series Emerging Markets Opportunities Fund (FEMSX) and Vanguard FTSE Emerging Markets ETF (VWO). 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
FEMSX vs. VWO - Dividend Comparison
FEMSX's dividend yield for the trailing twelve months is around 1.89%, less than VWO's 3.00% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FEMSX Fidelity Series Emerging Markets Opportunities Fund | 1.89% | 2.08% | 2.82% | 2.39% | 3.26% | 1.33% | 2.41% | 2.47% | 1.81% | 1.24% | 1.27% | 0.83% |
VWO Vanguard FTSE Emerging Markets ETF | 3.00% | 3.20% | 3.52% | 4.11% | 2.63% | 1.91% | 3.24% | 2.88% | 2.30% | 2.52% | 3.26% | 2.86% |
Drawdowns
FEMSX vs. VWO - Drawdown Comparison
The maximum FEMSX drawdown since its inception was -48.97%, smaller than the maximum VWO drawdown of -67.68%. Use the drawdown chart below to compare losses from any high point for FEMSX and VWO. For additional features, visit the drawdowns tool.
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Volatility
FEMSX vs. VWO - Volatility Comparison
Fidelity Series Emerging Markets Opportunities Fund (FEMSX) and Vanguard FTSE Emerging Markets ETF (VWO) have volatilities of 5.06% and 5.01%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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