FEQTX vs. FEQD.L
Compare and contrast key facts about Fidelity Equity Dividend Income Fund (FEQTX) and Fidelity Europe Quality Income UCITS ETF (FEQD.L).
FEQTX is managed by Fidelity. It was launched on Aug 21, 1990. FEQD.L is a passively managed fund by FIL Investment Management (Luxembourg) S.A., Irela that tracks the performance of the MSCI Europe High Div Yld NR EUR. It was launched on Oct 30, 2017.
Performance
FEQTX vs. FEQD.L - Performance Comparison
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FEQTX vs. FEQD.L - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FEQTX Fidelity Equity Dividend Income Fund | 2.26% | 7.29% | 12.48% | 11.61% | -1.05% | 22.26% | 1.84% | 27.33% | -9.31% | 3.69% |
FEQD.L Fidelity Europe Quality Income UCITS ETF | 1.51% | 33.16% | -0.35% | 21.58% | -20.59% | 16.19% | 6.00% | 26.85% | -12.62% | 1.43% |
Different Trading Currencies
FEQTX is traded in USD, while FEQD.L is traded in GBP. To make them comparable, the FEQD.L values have been converted to USD using the latest available exchange rates.
Returns By Period
In the year-to-date period, FEQTX achieves a 2.26% return, which is significantly higher than FEQD.L's 1.51% return.
FEQTX
- 1D
- 1.64%
- 1M
- -5.45%
- YTD
- 2.26%
- 6M
- 0.89%
- 1Y
- 6.20%
- 3Y*
- 10.81%
- 5Y*
- 8.53%
- 10Y*
- 9.69%
FEQD.L
- 1D
- 2.52%
- 1M
- -3.84%
- YTD
- 1.51%
- 6M
- 6.48%
- 1Y
- 22.16%
- 3Y*
- 14.82%
- 5Y*
- 7.76%
- 10Y*
- —
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FEQTX vs. FEQD.L - Expense Ratio Comparison
FEQTX has a 0.58% expense ratio, which is higher than FEQD.L's 0.30% expense ratio.
Return for Risk
FEQTX vs. FEQD.L — Risk / Return Rank
FEQTX
FEQD.L
FEQTX vs. FEQD.L - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Equity Dividend Income Fund (FEQTX) and Fidelity Europe Quality Income UCITS ETF (FEQD.L). 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.
| FEQTX | FEQD.L | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.39 | 1.27 | -0.88 |
Sortino ratioReturn per unit of downside risk | 0.61 | 1.71 | -1.09 |
Omega ratioGain probability vs. loss probability | 1.09 | 1.24 | -0.15 |
Calmar ratioReturn relative to maximum drawdown | 0.54 | 1.97 | -1.43 |
Martin ratioReturn relative to average drawdown | 1.95 | 6.95 | -5.01 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| FEQTX | FEQD.L | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.39 | 1.27 | -0.88 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.62 | 0.44 | +0.19 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.59 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.55 | 0.41 | +0.14 |
Correlation
The correlation between FEQTX and FEQD.L is 0.52, 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.
Dividends
FEQTX vs. FEQD.L - Dividend Comparison
FEQTX's dividend yield for the trailing twelve months is around 1.55%, while FEQD.L has not paid dividends to shareholders.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FEQTX Fidelity Equity Dividend Income Fund | 1.55% | 1.59% | 8.39% | 5.22% | 7.65% | 11.52% | 2.43% | 8.39% | 14.31% | 9.40% | 6.12% | 5.98% |
FEQD.L Fidelity Europe Quality Income UCITS ETF | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
FEQTX vs. FEQD.L - Drawdown Comparison
The maximum FEQTX drawdown since its inception was -60.86%, which is greater than FEQD.L's maximum drawdown of -37.75%. Use the drawdown chart below to compare losses from any high point for FEQTX and FEQD.L.
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Drawdown Indicators
| FEQTX | FEQD.L | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -60.86% | -26.58% | -34.28% |
Max Drawdown (1Y)Largest decline over 1 year | -10.95% | -9.69% | -1.26% |
Max Drawdown (5Y)Largest decline over 5 years | -16.12% | -23.06% | +6.94% |
Max Drawdown (10Y)Largest decline over 10 years | -39.16% | — | — |
Current DrawdownCurrent decline from peak | -5.71% | -5.82% | +0.11% |
Average DrawdownAverage peak-to-trough decline | -7.24% | -4.93% | -2.31% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.03% | 2.72% | +0.31% |
Volatility
FEQTX vs. FEQD.L - Volatility Comparison
The current volatility for Fidelity Equity Dividend Income Fund (FEQTX) is 3.74%, while Fidelity Europe Quality Income UCITS ETF (FEQD.L) has a volatility of 5.70%. This indicates that FEQTX experiences smaller price fluctuations and is considered to be less risky than FEQD.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FEQTX | FEQD.L | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.74% | 5.70% | -1.96% |
Volatility (6M)Calculated over the trailing 6-month period | 9.59% | 11.13% | -1.54% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.39% | 17.43% | -2.04% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.76% | 17.73% | -3.97% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.60% | 17.72% | -1.12% |