FERGX vs. HIEMX
Compare and contrast key facts about Fidelity SAI Emerging Markets Index Fund (FERGX) and Virtus Vontobel Emerging Markets Opportunities Fund (HIEMX).
FERGX is managed by Fidelity. It was launched on Jan 4, 2016. HIEMX is managed by Virtus. It was launched on Oct 19, 1997.
Performance
FERGX vs. HIEMX - Performance Comparison
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FERGX vs. HIEMX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FERGX Fidelity SAI Emerging Markets Index Fund | 3.35% | 33.86% | 6.59% | 9.41% | -20.19% | -3.05% | 17.46% | 18.22% | -14.52% | 33.62% |
HIEMX Virtus Vontobel Emerging Markets Opportunities Fund | -10.74% | 21.39% | -8.26% | 0.39% | -23.26% | -6.34% | 15.71% | 18.35% | -14.37% | 34.62% |
Returns By Period
In the year-to-date period, FERGX achieves a 3.35% return, which is significantly higher than HIEMX's -10.74% return.
FERGX
- 1D
- 3.23%
- 1M
- -8.17%
- YTD
- 3.35%
- 6M
- 7.00%
- 1Y
- 32.37%
- 3Y*
- 15.69%
- 5Y*
- 3.68%
- 10Y*
- —
HIEMX
- 1D
- 2.58%
- 1M
- -10.95%
- YTD
- -10.74%
- 6M
- -10.01%
- 1Y
- 4.67%
- 3Y*
- -0.50%
- 5Y*
- -7.23%
- 10Y*
- 1.13%
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FERGX vs. HIEMX - Expense Ratio Comparison
FERGX has a 0.08% expense ratio, which is lower than HIEMX's 1.24% expense ratio.
Return for Risk
FERGX vs. HIEMX — Risk / Return Rank
FERGX
HIEMX
FERGX vs. HIEMX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity SAI Emerging Markets Index Fund (FERGX) and Virtus Vontobel Emerging Markets Opportunities Fund (HIEMX). 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.
| FERGX | HIEMX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.86 | 0.32 | +1.55 |
Sortino ratioReturn per unit of downside risk | 2.45 | 0.55 | +1.90 |
Omega ratioGain probability vs. loss probability | 1.36 | 1.07 | +0.29 |
Calmar ratioReturn relative to maximum drawdown | 2.27 | 0.25 | +2.02 |
Martin ratioReturn relative to average drawdown | 9.03 | 1.01 | +8.03 |
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
| FERGX | HIEMX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.86 | 0.32 | +1.55 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.22 | -0.47 | +0.69 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.07 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.43 | 0.25 | +0.18 |
Correlation
The correlation between FERGX and HIEMX is 0.87, 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.
Dividends
FERGX vs. HIEMX - Dividend Comparison
FERGX's dividend yield for the trailing twelve months is around 2.59%, more than HIEMX's 2.11% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FERGX Fidelity SAI Emerging Markets Index Fund | 2.59% | 2.67% | 2.40% | 2.67% | 2.51% | 2.90% | 1.49% | 2.49% | 2.58% | 0.58% | 0.00% | 0.00% |
HIEMX Virtus Vontobel Emerging Markets Opportunities Fund | 2.11% | 1.89% | 0.00% | 0.00% | 0.00% | 23.24% | 0.63% | 2.05% | 3.83% | 0.70% | 0.44% | 0.94% |
Drawdowns
FERGX vs. HIEMX - Drawdown Comparison
The maximum FERGX drawdown since its inception was -39.27%, smaller than the maximum HIEMX drawdown of -58.48%. Use the drawdown chart below to compare losses from any high point for FERGX and HIEMX.
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Drawdown Indicators
| FERGX | HIEMX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -39.27% | -58.48% | +19.21% |
Max Drawdown (1Y)Largest decline over 1 year | -13.32% | -17.19% | +3.87% |
Max Drawdown (5Y)Largest decline over 5 years | -37.18% | -41.42% | +4.24% |
Max Drawdown (10Y)Largest decline over 10 years | — | -44.22% | — |
Current DrawdownCurrent decline from peak | -10.52% | -35.86% | +25.34% |
Average DrawdownAverage peak-to-trough decline | -14.56% | -17.52% | +2.96% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.35% | 4.20% | -0.85% |
Volatility
FERGX vs. HIEMX - Volatility Comparison
Fidelity SAI Emerging Markets Index Fund (FERGX) has a higher volatility of 9.62% compared to Virtus Vontobel Emerging Markets Opportunities Fund (HIEMX) at 7.17%. This indicates that FERGX's price experiences larger fluctuations and is considered to be riskier than HIEMX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FERGX | HIEMX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 9.62% | 7.17% | +2.45% |
Volatility (6M)Calculated over the trailing 6-month period | 13.68% | 11.20% | +2.48% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.94% | 16.12% | +1.82% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.84% | 15.34% | +1.50% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.85% | 16.09% | +1.76% |