FERGX vs. FGOMX
Compare and contrast key facts about Fidelity SAI Emerging Markets Index Fund (FERGX) and Strategic Advisers Fidelity Emerging Markets Fund (FGOMX).
FERGX is managed by Fidelity Investments. It was launched on Jan 4, 2016. FGOMX is managed by Fidelity. It was launched on Oct 29, 2018.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FERGX or FGOMX.
Correlation
The correlation between FERGX and FGOMX is 0.99, 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
FERGX vs. FGOMX - Performance Comparison
Key characteristics
FERGX:
0.45
FGOMX:
0.34
FERGX:
0.74
FGOMX:
0.60
FERGX:
1.09
FGOMX:
1.08
FERGX:
0.30
FGOMX:
0.23
FERGX:
1.37
FGOMX:
1.08
FERGX:
5.59%
FGOMX:
5.61%
FERGX:
17.13%
FGOMX:
17.66%
FERGX:
-39.27%
FGOMX:
-41.75%
FERGX:
-19.34%
FGOMX:
-20.11%
Returns By Period
In the year-to-date period, FERGX achieves a 0.15% return, which is significantly higher than FGOMX's -0.99% return.
FERGX
0.15%
-6.30%
-6.82%
8.08%
5.76%
N/A
FGOMX
-0.99%
-6.83%
-7.88%
6.53%
6.28%
N/A
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FERGX vs. FGOMX - Expense Ratio Comparison
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%.
Risk-Adjusted Performance
FERGX vs. FGOMX — Risk-Adjusted Performance Rank
FERGX
FGOMX
FERGX vs. FGOMX - Risk-Adjusted Performance Comparison
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.
Dividends
FERGX vs. FGOMX - Dividend Comparison
FERGX's dividend yield for the trailing twelve months is around 2.40%, which matches FGOMX's 2.42% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|
FERGX Fidelity SAI Emerging Markets Index Fund | 2.40% | 2.40% | 2.67% | 2.51% | 2.90% | 1.49% | 2.49% | 2.58% | 2.40% | 1.84% |
FGOMX Strategic Advisers Fidelity Emerging Markets Fund | 2.42% | 2.40% | 2.83% | 2.42% | 1.74% | 0.72% | 2.13% | 1.42% | 0.00% | 0.00% |
Drawdowns
FERGX vs. FGOMX - Drawdown Comparison
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.
Volatility
FERGX vs. FGOMX - Volatility Comparison
Fidelity SAI Emerging Markets Index Fund (FERGX) and Strategic Advisers Fidelity Emerging Markets Fund (FGOMX) have volatilities of 9.31% and 9.65%, 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.