FERGX vs. VWO
Compare and contrast key facts about Fidelity SAI Emerging Markets Index Fund (FERGX) and Vanguard FTSE Emerging Markets ETF (VWO).
FERGX is managed by Fidelity Investments. It was launched on Jan 4, 2016. VWO is a passively managed fund by Vanguard that tracks the performance of the FTSE Emerging Index. It was launched on Mar 4, 2005.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FERGX or VWO.
Correlation
The correlation between FERGX and VWO is 0.94, 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. VWO - Performance Comparison
Key characteristics
FERGX:
0.45
VWO:
0.51
FERGX:
0.74
VWO:
0.85
FERGX:
1.09
VWO:
1.11
FERGX:
0.30
VWO:
0.48
FERGX:
1.37
VWO:
1.67
FERGX:
5.59%
VWO:
5.68%
FERGX:
17.13%
VWO:
18.38%
FERGX:
-39.27%
VWO:
-67.68%
FERGX:
-19.34%
VWO:
-12.38%
Returns By Period
In the year-to-date period, FERGX achieves a 0.15% return, which is significantly higher than VWO's -1.58% return.
FERGX
0.15%
-6.30%
-6.82%
8.08%
5.76%
N/A
VWO
-1.58%
-6.26%
-7.19%
9.30%
7.40%
2.77%
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FERGX vs. VWO - Expense Ratio Comparison
FERGX has a 0.08% expense ratio, which is lower than VWO's 0.08% 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. VWO — Risk-Adjusted Performance Rank
FERGX
VWO
FERGX vs. VWO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity SAI Emerging Markets Index Fund (FERGX) and Vanguard FTSE Emerging Markets ETF (VWO). 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. VWO - Dividend Comparison
FERGX's dividend yield for the trailing twelve months is around 2.40%, less than VWO's 3.27% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% | 0.00% | 0.00% |
VWO Vanguard FTSE Emerging Markets ETF | 3.27% | 3.20% | 3.52% | 4.11% | 2.63% | 1.91% | 3.24% | 2.88% | 2.30% | 2.52% | 3.26% | 2.86% |
Drawdowns
FERGX vs. VWO - Drawdown Comparison
The maximum FERGX drawdown since its inception was -39.27%, smaller than the maximum VWO drawdown of -67.68%. Use the drawdown chart below to compare losses from any high point for FERGX and VWO. For additional features, visit the drawdowns tool.
Volatility
FERGX vs. VWO - Volatility Comparison
The current volatility for Fidelity SAI Emerging Markets Index Fund (FERGX) is 9.31%, while Vanguard FTSE Emerging Markets ETF (VWO) has a volatility of 10.74%. This indicates that FERGX experiences smaller price fluctuations and is considered to be less risky than VWO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.