FENI vs. FOSFX

In the year-to-date period, FENI achieves a 19.05% return, which is significantly higher than FOSFX's 17.09% return.

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FENI has a 0.28% expense ratio, which is lower than FOSFX's 0.99% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Fidelity Enhanced International ETF (FENI) and Fidelity Overseas Fund (FOSFX). 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.

The current FENI Sharpe Ratio is 0.88, which is comparable to the FOSFX Sharpe Ratio of 0.85. The chart below compares the historical Sharpe Ratios of FENI and FOSFX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

FENI's dividend yield for the trailing twelve months is around 2.51%, more than FOSFX's 1.18% yield.

The maximum FENI drawdown since its inception was -14.20%, smaller than the maximum FOSFX drawdown of -62.93%. Use the drawdown chart below to compare losses from any high point for FENI and FOSFX.

Fidelity Enhanced International ETF (FENI) and Fidelity Overseas Fund (FOSFX) have volatilities of 3.24% and 3.25%, 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.