FENI vs. FOSFX
Compare and contrast key facts about Fidelity Enhanced International ETF (FENI) and Fidelity Overseas Fund (FOSFX).
FENI is a passively managed fund by Fidelity that tracks the performance of the MSCI EAFE Index. It was launched on Dec 20, 2007. FOSFX is managed by Fidelity. It was launched on Dec 4, 1984.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FENI or FOSFX.
Correlation
The correlation between FENI and FOSFX is 0.91, 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
FENI vs. FOSFX - Performance Comparison
Key characteristics
FENI:
0.91
FOSFX:
0.79
FENI:
1.31
FOSFX:
1.18
FENI:
1.16
FOSFX:
1.14
FENI:
1.16
FOSFX:
0.78
FENI:
2.74
FOSFX:
2.44
FENI:
4.21%
FOSFX:
4.35%
FENI:
12.75%
FOSFX:
13.50%
FENI:
-9.95%
FOSFX:
-61.91%
FENI:
-4.96%
FOSFX:
-4.88%
Returns By Period
In the year-to-date period, FENI achieves a 4.61% return, which is significantly lower than FOSFX's 5.37% return.
FENI
4.61%
4.69%
0.65%
11.03%
N/A
N/A
FOSFX
5.37%
5.27%
0.00%
9.73%
6.05%
6.72%
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FENI vs. FOSFX - Expense Ratio Comparison
FENI has a 0.28% expense ratio, which is lower than FOSFX's 0.99% expense ratio.
Risk-Adjusted Performance
FENI vs. FOSFX — Risk-Adjusted Performance Rank
FENI
FOSFX
FENI vs. FOSFX - Risk-Adjusted Performance Comparison
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.
Dividends
FENI vs. FOSFX - Dividend Comparison
FENI's dividend yield for the trailing twelve months is around 2.89%, more than FOSFX's 1.31% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
FOSFX Fidelity Overseas Fund | 1.31% | 1.38% | 1.02% | 0.77% | 0.30% | 0.18% | 1.35% | 1.66% | 1.02% | 1.83% | 2.11% | 3.52% |
Drawdowns
FENI vs. FOSFX - Drawdown Comparison
The maximum FENI drawdown since its inception was -9.95%, smaller than the maximum FOSFX drawdown of -61.91%. Use the drawdown chart below to compare losses from any high point for FENI and FOSFX. For additional features, visit the drawdowns tool.
Volatility
FENI vs. FOSFX - Volatility Comparison
The current volatility for Fidelity Enhanced International ETF (FENI) is 3.36%, while Fidelity Overseas Fund (FOSFX) has a volatility of 3.56%. This indicates that FENI experiences smaller price fluctuations and is considered to be less risky than FOSFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.