FGOMX vs. VTPSX
Compare and contrast key facts about Strategic Advisers Fidelity Emerging Markets Fund (FGOMX) and Vanguard Total International Stock Index Fund Institutional Plus Shares (VTPSX).
FGOMX is managed by Fidelity. It was launched on Oct 29, 2018. VTPSX is managed by Vanguard. It was launched on Nov 30, 2010.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FGOMX or VTPSX.
Correlation
The correlation between FGOMX and VTPSX is 0.67, 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
FGOMX vs. VTPSX - Performance Comparison
Key characteristics
FGOMX:
0.40
VTPSX:
0.66
FGOMX:
0.69
VTPSX:
1.04
FGOMX:
1.09
VTPSX:
1.14
FGOMX:
0.28
VTPSX:
0.81
FGOMX:
1.25
VTPSX:
2.52
FGOMX:
5.80%
VTPSX:
4.22%
FGOMX:
17.68%
VTPSX:
15.56%
FGOMX:
-41.75%
VTPSX:
-35.77%
FGOMX:
-14.25%
VTPSX:
-0.01%
Returns By Period
In the year-to-date period, FGOMX achieves a 6.27% return, which is significantly lower than VTPSX's 10.46% return.
FGOMX
6.27%
10.09%
1.00%
7.10%
7.16%
N/A
VTPSX
10.46%
10.24%
6.56%
10.20%
10.77%
5.20%
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FGOMX vs. VTPSX - Expense Ratio Comparison
FGOMX has a 0.25% expense ratio, which is higher than VTPSX's 0.07% 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
FGOMX vs. VTPSX — Risk-Adjusted Performance Rank
FGOMX
VTPSX
FGOMX vs. VTPSX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Strategic Advisers Fidelity Emerging Markets Fund (FGOMX) and Vanguard Total International Stock Index Fund Institutional Plus Shares (VTPSX). 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
FGOMX vs. VTPSX - Dividend Comparison
FGOMX's dividend yield for the trailing twelve months is around 2.26%, less than VTPSX's 3.01% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FGOMX Strategic Advisers Fidelity Emerging Markets Fund | 2.26% | 2.40% | 2.83% | 2.42% | 4.63% | 0.73% | 2.13% | 1.42% | 0.00% | 0.00% | 0.00% | 0.00% |
VTPSX Vanguard Total International Stock Index Fund Institutional Plus Shares | 3.01% | 3.37% | 3.25% | 3.09% | 3.09% | 2.13% | 3.08% | 3.20% | 2.77% | 2.97% | 2.89% | 3.44% |
Drawdowns
FGOMX vs. VTPSX - Drawdown Comparison
The maximum FGOMX drawdown since its inception was -41.75%, which is greater than VTPSX's maximum drawdown of -35.77%. Use the drawdown chart below to compare losses from any high point for FGOMX and VTPSX. For additional features, visit the drawdowns tool.
Volatility
FGOMX vs. VTPSX - Volatility Comparison
Strategic Advisers Fidelity Emerging Markets Fund (FGOMX) has a higher volatility of 4.62% compared to Vanguard Total International Stock Index Fund Institutional Plus Shares (VTPSX) at 3.82%. This indicates that FGOMX's price experiences larger fluctuations and is considered to be riskier than VTPSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.