FERGX vs. FPADX
Compare and contrast key facts about Fidelity SAI Emerging Markets Index Fund (FERGX) and Fidelity Emerging Markets Index Fund (FPADX).
FERGX is managed by Fidelity Investments. It was launched on Jan 4, 2016. FPADX is managed by Fidelity. It was launched on Sep 8, 2011.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FERGX or FPADX.
Correlation
The correlation between FERGX and FPADX is 1.00, 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. FPADX - Performance Comparison
Key characteristics
FERGX:
1.01
FPADX:
1.03
FERGX:
1.49
FPADX:
1.51
FERGX:
1.18
FPADX:
1.19
FERGX:
0.56
FPADX:
0.57
FERGX:
2.94
FPADX:
2.99
FERGX:
4.83%
FPADX:
4.78%
FERGX:
14.02%
FPADX:
13.95%
FERGX:
-39.27%
FPADX:
-39.16%
FERGX:
-13.98%
FPADX:
-13.68%
Returns By Period
The year-to-date returns for both stocks are quite close, with FERGX having a 6.80% return and FPADX slightly lower at 6.69%.
FERGX
6.80%
5.17%
3.99%
12.88%
3.11%
N/A
FPADX
6.69%
5.08%
4.01%
12.93%
3.26%
3.59%
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FERGX vs. FPADX - Expense Ratio Comparison
Both FERGX and FPADX have an expense ratio of 0.08%, making them cost-effective options compared to the broader market, where average expense ratios typically range from 0.3% to 0.9%.
Risk-Adjusted Performance
FERGX vs. FPADX — Risk-Adjusted Performance Rank
FERGX
FPADX
FERGX vs. FPADX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity SAI Emerging Markets Index Fund (FERGX) and Fidelity Emerging Markets Index Fund (FPADX). 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. FPADX - Dividend Comparison
FERGX's dividend yield for the trailing twelve months is around 2.25%, less than FPADX's 2.53% yield.
TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
FERGX Fidelity SAI Emerging Markets Index Fund | 2.25% | 2.40% | 2.67% | 2.51% | 2.90% | 1.49% | 2.49% | 2.58% | 1.82% | 1.12% | 0.00% | 0.00% |
FPADX Fidelity Emerging Markets Index Fund | 2.53% | 2.70% | 2.68% | 2.47% | 2.14% | 1.50% | 2.59% | 2.20% | 1.76% | 1.69% | 2.47% | 2.03% |
Drawdowns
FERGX vs. FPADX - Drawdown Comparison
The maximum FERGX drawdown since its inception was -39.27%, roughly equal to the maximum FPADX drawdown of -39.16%. Use the drawdown chart below to compare losses from any high point for FERGX and FPADX. For additional features, visit the drawdowns tool.
Volatility
FERGX vs. FPADX - Volatility Comparison
Fidelity SAI Emerging Markets Index Fund (FERGX) and Fidelity Emerging Markets Index Fund (FPADX) have volatilities of 3.90% and 3.85%, 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.