FERGX vs. FGOMX

In the year-to-date period, FERGX achieves a 6.58% return, which is significantly higher than FGOMX's 5.69% return.

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FERGX has a 0.08% expense ratio, which is lower than FGOMX's 0.25% 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%.

This table presents a comparison of risk-adjusted performance metrics for Fidelity SAI Emerging Markets Index Fund (FERGX) and Strategic Advisers Fidelity Emerging Markets Fund (FGOMX). 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 FERGX Sharpe Ratio is 0.47, which is comparable to the FGOMX Sharpe Ratio of 0.37. The chart below compares the historical Sharpe Ratios of FERGX and FGOMX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

FERGX's dividend yield for the trailing twelve months is around 2.26%, which matches FGOMX's 2.27% yield.

The maximum FERGX drawdown since its inception was -39.27%, smaller than the maximum FGOMX drawdown of -41.75%. Use the drawdown chart below to compare losses from any high point for FERGX and FGOMX. For additional features, visit the drawdowns tool.

Fidelity SAI Emerging Markets Index Fund (FERGX) and Strategic Advisers Fidelity Emerging Markets Fund (FGOMX) have volatilities of 4.62% and 4.65%, 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.