FERGX vs. VYM
Compare and contrast key facts about Fidelity SAI Emerging Markets Index Fund (FERGX) and Vanguard High Dividend Yield ETF (VYM).
FERGX is managed by Fidelity Investments. It was launched on Jan 4, 2016. VYM is a passively managed fund by Vanguard that tracks the performance of the FTSE High Dividend Yield Index. It was launched on Nov 10, 2006.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FERGX or VYM.
Correlation
The correlation between FERGX and VYM is 0.56, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
FERGX vs. VYM - Performance Comparison
Key characteristics
FERGX:
1.04
VYM:
1.99
FERGX:
1.53
VYM:
2.80
FERGX:
1.19
VYM:
1.36
FERGX:
0.57
VYM:
3.60
FERGX:
3.02
VYM:
10.37
FERGX:
4.82%
VYM:
2.08%
FERGX:
14.02%
VYM:
10.87%
FERGX:
-39.27%
VYM:
-56.98%
FERGX:
-13.98%
VYM:
-0.34%
Returns By Period
In the year-to-date period, FERGX achieves a 6.80% return, which is significantly higher than VYM's 5.49% return.
FERGX
6.80%
5.25%
5.32%
14.02%
3.11%
N/A
VYM
5.49%
1.25%
9.93%
20.93%
11.04%
10.15%
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FERGX vs. VYM - Expense Ratio Comparison
FERGX has a 0.08% expense ratio, which is higher than VYM's 0.06% expense ratio. However, 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. VYM — Risk-Adjusted Performance Rank
FERGX
VYM
FERGX vs. VYM - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity SAI Emerging Markets Index Fund (FERGX) and Vanguard High Dividend Yield ETF (VYM). 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. VYM - Dividend Comparison
FERGX's dividend yield for the trailing twelve months is around 2.25%, less than VYM's 2.60% 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% |
VYM Vanguard High Dividend Yield ETF | 2.60% | 2.74% | 3.12% | 3.01% | 2.76% | 3.18% | 3.03% | 3.40% | 2.80% | 2.91% | 3.22% | 2.78% |
Drawdowns
FERGX vs. VYM - Drawdown Comparison
The maximum FERGX drawdown since its inception was -39.27%, smaller than the maximum VYM drawdown of -56.98%. Use the drawdown chart below to compare losses from any high point for FERGX and VYM. For additional features, visit the drawdowns tool.
Volatility
FERGX vs. VYM - Volatility Comparison
Fidelity SAI Emerging Markets Index Fund (FERGX) has a higher volatility of 3.90% compared to Vanguard High Dividend Yield ETF (VYM) at 2.46%. This indicates that FERGX's price experiences larger fluctuations and is considered to be riskier than VYM based on this measure. The chart below showcases a comparison of their rolling one-month volatility.