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FID vs. FIDI
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

FID vs. FIDI - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in First Trust S&P International Dividend Aristocrats ETF (FID) and Fidelity International High Dividend ETF (FIDI). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

The year-to-date returns for both investments are quite close, with FID having a 8.56% return and FIDI slightly higher at 8.93%.


FID

1D
-1.11%
1M
2.56%
YTD
8.56%
6M
10.95%
1Y
23.28%
3Y*
17.43%
5Y*
7.74%
10Y*

FIDI

1D
-0.57%
1M
0.38%
YTD
8.93%
6M
12.21%
1Y
25.24%
3Y*
19.10%
5Y*
10.43%
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

FID vs. FIDI - Yearly Performance Comparison


2026 (YTD)20252024202320222021202020192018
FID
First Trust S&P International Dividend Aristocrats ETF
8.56%32.07%5.42%9.92%-9.69%12.90%-7.56%20.82%-8.00%
FIDI
Fidelity International High Dividend ETF
8.93%39.34%-0.06%16.28%-4.73%16.87%-11.68%15.47%-12.01%

Correlation

The correlation between FID and FIDI is 0.83, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.83

Correlation (3Y)
Calculated over the trailing 3-year period

0.85

Correlation (5Y)
Calculated over the trailing 5-year period

0.84

Correlation (All Time)
Calculated using the full available price history since Aug 30, 2018

0.79

The correlation between FID and FIDI has been stable across timeframes, ranging from 0.79 to 0.85 - a consistent structural relationship.

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Return for Risk

FID vs. FIDI — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

FID
FID Risk / Return Rank: 6262
Overall Rank
FID Sharpe Ratio Rank: 6969
Sharpe Ratio Rank
FID Sortino Ratio Rank: 7171
Sortino Ratio Rank
FID Omega Ratio Rank: 6767
Omega Ratio Rank
FID Calmar Ratio Rank: 5353
Calmar Ratio Rank
FID Martin Ratio Rank: 5353
Martin Ratio Rank

FIDI
FIDI Risk / Return Rank: 6666
Overall Rank
FIDI Sharpe Ratio Rank: 6565
Sharpe Ratio Rank
FIDI Sortino Ratio Rank: 6262
Sortino Ratio Rank
FIDI Omega Ratio Rank: 6262
Omega Ratio Rank
FIDI Calmar Ratio Rank: 7272
Calmar Ratio Rank
FIDI Martin Ratio Rank: 6969
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

FID vs. FIDI - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for First Trust S&P International Dividend Aristocrats ETF (FID) and Fidelity International High Dividend ETF (FIDI). 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.


FIDFIDIDifference
Sharpe ratioReturn per unit of total volatility

+0.11

Sortino ratioReturn per unit of downside risk

+0.30

Omega ratioGain probability vs. loss probability

1.41

1.39

+0.02

Calmar ratioReturn relative to maximum drawdown

2.62

3.65

-1.03

Martin ratioReturn relative to average drawdown

9.14

13.04

-3.90

FID vs. FIDI - Sharpe Ratio Comparison

The current FID Sharpe Ratio is 2.30, which is comparable to the FIDI Sharpe Ratio of 2.19. The chart below compares the historical Sharpe Ratios of FID and FIDI, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Sharpe Ratios by Period


FIDFIDIDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

2.30

2.19

+0.11

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.46

0.71

-0.25

Sharpe Ratio (All Time)

Calculated using the full available price history

0.39

0.31

+0.08

Drawdowns

FID vs. FIDI - Drawdown Comparison

The maximum FID drawdown since its inception was -39.79%, smaller than the maximum FIDI drawdown of -46.34%. Use the drawdown chart below to compare losses from any high point for FID and FIDI.


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Drawdown Indicators


FIDFIDIDifference

Max Drawdown

Largest peak-to-trough decline

-39.79%

-46.34%

+6.55%

Max Drawdown (1Y)

Largest decline over 1 year

-8.93%

-6.96%

-1.97%

Max Drawdown (3Y)

Largest decline over 3 years

-10.97%

-12.09%

+1.12%

Max Drawdown (5Y)

Largest decline over 5 years

-29.13%

-26.05%

-3.08%

Current Drawdown

Current decline from peak

-1.11%

-2.24%

+1.13%

Average Drawdown

Average peak-to-trough decline

-8.47%

-9.79%

+1.32%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.55%

1.94%

+0.61%

Volatility

FID vs. FIDI - Volatility Comparison

First Trust S&P International Dividend Aristocrats ETF (FID) and Fidelity International High Dividend ETF (FIDI) have volatilities of 3.00% and 3.09%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


FIDFIDIDifference

Volatility (1M)

Calculated over the trailing 1-month period

3.00%

3.09%

-0.09%

Volatility (6M)

Calculated over the trailing 6-month period

8.12%

9.00%

-0.88%

Volatility (1Y)

Calculated over the trailing 1-year period

10.16%

11.60%

-1.44%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

17.04%

14.84%

+2.20%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

18.96%

18.73%

+0.23%

FID vs. FIDI - Expense Ratio Comparison

FID has a 0.60% expense ratio, which is higher than FIDI's 0.39% expense ratio.


Dividends

FID vs. FIDI - Dividend Comparison

FID's dividend yield for the trailing twelve months is around 4.02%, less than FIDI's 4.13% yield.


PositionTTM20252024202320222021202020192018
FID
First Trust S&P International Dividend Aristocrats ETF
4.02%4.30%4.31%4.19%4.22%3.76%3.91%3.70%1.74%
FIDI
Fidelity International High Dividend ETF
4.13%4.33%5.72%4.80%5.09%4.00%3.36%4.26%4.37%

Frequently Asked Questions


FID and FIDI have a correlation of 0.83, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

FIDI has higher volatility (3.09%) compared to FID (3.00%). In terms of maximum drawdown, FID dropped -39.79% vs FIDI's -46.34%.

On 5-year performance, FIDI leads with 10.43% vs 7.74% for FID. On fees, FIDI is cheaper at 0.39% per year. Their volatility is very similar. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 5-year period, FIDI has performed better with a 10.43% return vs 7.74%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

FIDI is cheaper with a 0.39% expense ratio, compared with 0.60% for FID.

FIDI has the higher dividend yield at 4.13%, compared with 4.02% for FID.

FID tracks S&P International Dividend Aristocrats Index, while FIDI tracks Fidelity® International High Dividend Index. They also come from different issuers: First Trust and Fidelity. Their fees differ too: 0.60% for FID and 0.39% for FIDI.

FID currently has the higher Sharpe Ratio (2.30 vs 2.19), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

Portfolio Optimizer

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