FESIX vs. VGSLX
Compare and contrast key facts about Fidelity SAI Real Estate Index Fund (FESIX) and Vanguard Real Estate Index Fund Admiral Shares (VGSLX).
FESIX is managed by Fidelity. It was launched on Feb 2, 2016. VGSLX is managed by Vanguard. It was launched on Nov 12, 2001.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FESIX or VGSLX.
Correlation
The correlation between FESIX and VGSLX is 0.98, 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
FESIX vs. VGSLX - Performance Comparison
Key characteristics
FESIX:
-0.11
VGSLX:
0.78
FESIX:
-0.01
VGSLX:
1.12
FESIX:
1.00
VGSLX:
1.14
FESIX:
-0.04
VGSLX:
0.47
FESIX:
-0.25
VGSLX:
2.66
FESIX:
9.46%
VGSLX:
4.62%
FESIX:
20.41%
VGSLX:
15.81%
FESIX:
-56.23%
VGSLX:
-74.07%
FESIX:
-48.31%
VGSLX:
-10.57%
Returns By Period
The year-to-date returns for both investments are quite close, with FESIX having a 3.17% return and VGSLX slightly higher at 3.32%.
FESIX
3.17%
2.56%
-11.46%
-1.05%
-10.03%
N/A
VGSLX
3.32%
2.64%
1.43%
13.74%
2.21%
4.93%
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FESIX vs. VGSLX - Expense Ratio Comparison
FESIX has a 0.07% expense ratio, which is lower than VGSLX's 0.12% 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
FESIX vs. VGSLX — Risk-Adjusted Performance Rank
FESIX
VGSLX
FESIX vs. VGSLX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity SAI Real Estate Index Fund (FESIX) and Vanguard Real Estate Index Fund Admiral Shares (VGSLX). 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
FESIX vs. VGSLX - Dividend Comparison
FESIX's dividend yield for the trailing twelve months is around 35.89%, more than VGSLX's 3.73% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FESIX Fidelity SAI Real Estate Index Fund | 35.89% | 37.03% | 1.05% | 5.10% | 1.52% | 2.71% | 3.19% | 3.87% | 2.36% | 2.47% | 0.00% | 0.00% |
VGSLX Vanguard Real Estate Index Fund Admiral Shares | 3.73% | 3.85% | 3.96% | 3.91% | 2.56% | 3.92% | 3.39% | 4.73% | 4.23% | 4.82% | 3.92% | 3.60% |
Drawdowns
FESIX vs. VGSLX - Drawdown Comparison
The maximum FESIX drawdown since its inception was -56.23%, smaller than the maximum VGSLX drawdown of -74.07%. Use the drawdown chart below to compare losses from any high point for FESIX and VGSLX. For additional features, visit the drawdowns tool.
Volatility
FESIX vs. VGSLX - Volatility Comparison
Fidelity SAI Real Estate Index Fund (FESIX) and Vanguard Real Estate Index Fund Admiral Shares (VGSLX) have volatilities of 4.25% and 4.39%, 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.