FESIX vs. VGSR

In the year-to-date period, FESIX achieves a 0.20% return, which is significantly lower than VGSR's 2.15% return.

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FESIX has a 0.07% expense ratio, which is lower than VGSR's 0.45% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Fidelity SAI Real Estate Index Fund (FESIX) and Vert Global Sustainable Real Estate ETF (VGSR). 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.

The current FESIX Sharpe Ratio is 0.58, which is comparable to the VGSR Sharpe Ratio of 0.62. The chart below compares the historical Sharpe Ratios of FESIX and VGSR, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

FESIX's dividend yield for the trailing twelve months is around 36.96%, more than VGSR's 2.94% yield.

The maximum FESIX drawdown since its inception was -44.22%, which is greater than VGSR's maximum drawdown of -18.33%. Use the drawdown chart below to compare losses from any high point for FESIX and VGSR. For additional features, visit the drawdowns tool.