FHLFX vs. EPIVX
Compare and contrast key facts about Fidelity Series International Index Fund (FHLFX) and EuroPac International Value Fund (EPIVX).
FHLFX is managed by Fidelity. It was launched on Aug 17, 2018. EPIVX is managed by Euro Pacific Asset Management. It was launched on Apr 6, 2010.
Performance
FHLFX vs. EPIVX - Performance Comparison
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FHLFX vs. EPIVX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
FHLFX Fidelity Series International Index Fund | -1.92% | 31.96% | 3.67% | 18.16% | -14.17% | 11.23% | 8.09% | 21.66% | -10.70% |
EPIVX EuroPac International Value Fund | -1.49% | 47.14% | 5.08% | 9.80% | 0.47% | 7.11% | 18.37% | 18.24% | -0.30% |
Returns By Period
In the year-to-date period, FHLFX achieves a -1.92% return, which is significantly lower than EPIVX's -1.49% return.
FHLFX
- 1D
- 0.47%
- 1M
- -10.83%
- YTD
- -1.92%
- 6M
- 2.52%
- 1Y
- 19.92%
- 3Y*
- 13.48%
- 5Y*
- 7.91%
- 10Y*
- —
EPIVX
- 1D
- -0.14%
- 1M
- -11.64%
- YTD
- -1.49%
- 6M
- 5.59%
- 1Y
- 28.45%
- 3Y*
- 16.24%
- 5Y*
- 11.89%
- 10Y*
- 9.62%
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FHLFX vs. EPIVX - Expense Ratio Comparison
FHLFX has a 0.01% expense ratio, which is lower than EPIVX's 1.75% expense ratio.
Return for Risk
FHLFX vs. EPIVX — Risk / Return Rank
FHLFX
EPIVX
FHLFX vs. EPIVX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Series International Index Fund (FHLFX) and EuroPac International Value Fund (EPIVX). 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.
| FHLFX | EPIVX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.11 | 1.61 | -0.50 |
Sortino ratioReturn per unit of downside risk | 1.56 | 2.06 | -0.50 |
Omega ratioGain probability vs. loss probability | 1.23 | 1.31 | -0.08 |
Calmar ratioReturn relative to maximum drawdown | 1.54 | 1.94 | -0.40 |
Martin ratioReturn relative to average drawdown | 5.91 | 7.70 | -1.79 |
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
| FHLFX | EPIVX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.11 | 1.61 | -0.50 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.50 | 0.86 | -0.35 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.63 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.45 | 0.29 | +0.16 |
Correlation
The correlation between FHLFX and EPIVX is 0.72, 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.
Dividends
FHLFX vs. EPIVX - Dividend Comparison
FHLFX's dividend yield for the trailing twelve months is around 3.53%, less than EPIVX's 6.96% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FHLFX Fidelity Series International Index Fund | 3.53% | 3.46% | 2.98% | 2.86% | 2.60% | 2.47% | 1.92% | 1.95% | 0.62% | 0.00% | 0.00% | 0.00% |
EPIVX EuroPac International Value Fund | 6.96% | 7.23% | 1.84% | 2.22% | 1.52% | 1.61% | 0.88% | 2.63% | 1.61% | 1.57% | 0.69% | 2.31% |
Drawdowns
FHLFX vs. EPIVX - Drawdown Comparison
The maximum FHLFX drawdown since its inception was -33.58%, smaller than the maximum EPIVX drawdown of -46.27%. Use the drawdown chart below to compare losses from any high point for FHLFX and EPIVX.
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Drawdown Indicators
| FHLFX | EPIVX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -33.58% | -46.27% | +12.69% |
Max Drawdown (1Y)Largest decline over 1 year | -11.37% | -13.92% | +2.55% |
Max Drawdown (5Y)Largest decline over 5 years | -29.36% | -21.75% | -7.61% |
Max Drawdown (10Y)Largest decline over 10 years | — | -31.29% | — |
Current DrawdownCurrent decline from peak | -10.83% | -11.70% | +0.87% |
Average DrawdownAverage peak-to-trough decline | -6.18% | -13.34% | +7.16% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.96% | 3.51% | -0.55% |
Volatility
FHLFX vs. EPIVX - Volatility Comparison
Fidelity Series International Index Fund (FHLFX) has a higher volatility of 7.01% compared to EuroPac International Value Fund (EPIVX) at 6.31%. This indicates that FHLFX's price experiences larger fluctuations and is considered to be riskier than EPIVX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FHLFX | EPIVX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.01% | 6.31% | +0.70% |
Volatility (6M)Calculated over the trailing 6-month period | 10.62% | 13.50% | -2.88% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.84% | 17.29% | -0.45% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.77% | 13.97% | +1.80% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.61% | 15.35% | +2.26% |