FGOMX vs. VFINX
Compare and contrast key facts about Strategic Advisers Fidelity Emerging Markets Fund (FGOMX) and Vanguard 500 Index Fund Investor Shares (VFINX).
FGOMX is managed by Fidelity. It was launched on Oct 29, 2018. VFINX is managed by Vanguard.
Performance
FGOMX vs. VFINX - Performance Comparison
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FGOMX vs. VFINX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
FGOMX Strategic Advisers Fidelity Emerging Markets Fund | 5.03% | 34.20% | 7.88% | 12.23% | -22.45% | -0.19% | 22.10% | 22.25% | -4.83% |
VFINX Vanguard 500 Index Fund Investor Shares | -4.37% | 17.71% | 24.84% | 26.12% | -18.24% | 28.53% | 18.20% | 31.33% | -8.12% |
Returns By Period
In the year-to-date period, FGOMX achieves a 5.03% return, which is significantly higher than VFINX's -4.37% return.
FGOMX
- 1D
- 3.27%
- 1M
- -7.83%
- YTD
- 5.03%
- 6M
- 9.51%
- 1Y
- 35.47%
- 3Y*
- 17.52%
- 5Y*
- 4.67%
- 10Y*
- —
VFINX
- 1D
- 2.92%
- 1M
- -5.04%
- YTD
- -4.37%
- 6M
- -2.20%
- 1Y
- 17.19%
- 3Y*
- 18.15%
- 5Y*
- 11.64%
- 10Y*
- 13.92%
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FGOMX vs. VFINX - Expense Ratio Comparison
FGOMX has a 0.25% expense ratio, which is higher than VFINX's 0.14% 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%.
Return for Risk
FGOMX vs. VFINX — Risk / Return Rank
FGOMX
VFINX
FGOMX vs. VFINX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Strategic Advisers Fidelity Emerging Markets Fund (FGOMX) and Vanguard 500 Index Fund Investor Shares (VFINX). 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.
| FGOMX | VFINX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.15 | 0.97 | +1.18 |
Sortino ratioReturn per unit of downside risk | 2.95 | 1.48 | +1.47 |
Omega ratioGain probability vs. loss probability | 1.42 | 1.23 | +0.19 |
Calmar ratioReturn relative to maximum drawdown | 2.80 | 1.51 | +1.29 |
Martin ratioReturn relative to average drawdown | 11.09 | 7.24 | +3.85 |
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
| FGOMX | VFINX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.15 | 0.97 | +1.18 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.28 | 0.69 | -0.41 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.77 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.48 | 0.60 | -0.12 |
Correlation
The correlation between FGOMX and VFINX is 0.64, 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.
Dividends
FGOMX vs. VFINX - Dividend Comparison
FGOMX's dividend yield for the trailing twelve months is around 2.06%, more than VFINX's 1.08% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FGOMX Strategic Advisers Fidelity Emerging Markets Fund | 2.06% | 2.17% | 2.40% | 2.83% | 2.42% | 4.63% | 0.73% | 2.13% | 0.00% | 0.00% | 0.00% | 0.00% |
VFINX Vanguard 500 Index Fund Investor Shares | 1.08% | 1.02% | 1.14% | 1.36% | 1.57% | 1.15% | 1.45% | 1.77% | 1.94% | 1.69% | 1.92% | 1.99% |
Drawdowns
FGOMX vs. VFINX - Drawdown Comparison
The maximum FGOMX drawdown since its inception was -40.14%, smaller than the maximum VFINX drawdown of -55.25%. Use the drawdown chart below to compare losses from any high point for FGOMX and VFINX.
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Drawdown Indicators
| FGOMX | VFINX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -40.14% | -55.25% | +15.11% |
Max Drawdown (1Y)Largest decline over 1 year | -12.77% | -12.12% | -0.65% |
Max Drawdown (5Y)Largest decline over 5 years | -38.04% | -24.59% | -13.45% |
Max Drawdown (10Y)Largest decline over 10 years | — | -33.83% | — |
Current DrawdownCurrent decline from peak | -9.91% | -6.26% | -3.65% |
Average DrawdownAverage peak-to-trough decline | -13.59% | -8.31% | -5.28% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.60% | 2.53% | +1.07% |
Volatility
FGOMX vs. VFINX - Volatility Comparison
Strategic Advisers Fidelity Emerging Markets Fund (FGOMX) has a higher volatility of 8.85% compared to Vanguard 500 Index Fund Investor Shares (VFINX) at 5.35%. This indicates that FGOMX's price experiences larger fluctuations and is considered to be riskier than VFINX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FGOMX | VFINX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.85% | 5.35% | +3.50% |
Volatility (6M)Calculated over the trailing 6-month period | 13.29% | 9.53% | +3.76% |
Volatility (1Y)Calculated over the trailing 1-year period | 20.42% | 18.32% | +2.10% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.45% | 16.91% | +0.54% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.16% | 18.05% | +1.11% |