FGOMX vs. VWO
Compare and contrast key facts about Strategic Advisers Fidelity Emerging Markets Fund (FGOMX) and Vanguard FTSE Emerging Markets ETF (VWO).
FGOMX is managed by Fidelity. It was launched on Oct 29, 2018. VWO is a passively managed fund by Vanguard that tracks the performance of the FTSE Emerging Index. It was launched on Mar 4, 2005.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FGOMX or VWO.
Correlation
The correlation between FGOMX and VWO is 0.95, 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
FGOMX vs. VWO - Performance Comparison
Key characteristics
FGOMX:
0.97
VWO:
1.10
FGOMX:
1.43
VWO:
1.61
FGOMX:
1.18
VWO:
1.20
FGOMX:
0.56
VWO:
0.80
FGOMX:
2.94
VWO:
3.36
FGOMX:
4.73%
VWO:
4.77%
FGOMX:
14.41%
VWO:
14.61%
FGOMX:
-41.75%
VWO:
-67.68%
FGOMX:
-14.65%
VWO:
-7.07%
Returns By Period
In the year-to-date period, FGOMX achieves a 5.78% return, which is significantly higher than VWO's 4.38% return.
FGOMX
5.78%
5.34%
2.51%
13.32%
3.80%
N/A
VWO
4.38%
4.95%
5.02%
15.24%
4.44%
3.99%
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FGOMX vs. VWO - Expense Ratio Comparison
FGOMX has a 0.25% expense ratio, which is higher than VWO's 0.08% 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. VWO — Risk-Adjusted Performance Rank
FGOMX
VWO
FGOMX vs. VWO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Strategic Advisers Fidelity Emerging Markets Fund (FGOMX) and Vanguard FTSE Emerging Markets ETF (VWO). 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. VWO - Dividend Comparison
FGOMX's dividend yield for the trailing twelve months is around 2.27%, less than VWO's 3.07% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FGOMX Strategic Advisers Fidelity Emerging Markets Fund | 2.27% | 2.40% | 2.83% | 2.42% | 1.74% | 0.72% | 2.13% | 1.42% | 0.00% | 0.00% | 0.00% | 0.00% |
VWO Vanguard FTSE Emerging Markets ETF | 3.07% | 3.20% | 3.52% | 4.11% | 2.63% | 1.91% | 3.24% | 2.88% | 2.30% | 2.52% | 3.26% | 2.86% |
Drawdowns
FGOMX vs. VWO - Drawdown Comparison
The maximum FGOMX drawdown since its inception was -41.75%, smaller than the maximum VWO drawdown of -67.68%. Use the drawdown chart below to compare losses from any high point for FGOMX and VWO. For additional features, visit the drawdowns tool.
Volatility
FGOMX vs. VWO - Volatility Comparison
Strategic Advisers Fidelity Emerging Markets Fund (FGOMX) has a higher volatility of 4.25% compared to Vanguard FTSE Emerging Markets ETF (VWO) at 3.56%. This indicates that FGOMX's price experiences larger fluctuations and is considered to be riskier than VWO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.