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FIDI vs. FIVA
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

FIDI vs. FIVA - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Fidelity International High Dividend ETF (FIDI) and Fidelity International Value Factor ETF (FIVA). The values are adjusted to include any dividend payments, if applicable.

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FIDI vs. FIVA - Yearly Performance Comparison


2026 (YTD)20252024202320222021202020192018
FIDI
Fidelity International High Dividend ETF
7.58%39.34%-0.06%16.28%-4.73%16.87%-11.68%15.47%-20.16%
FIVA
Fidelity International Value Factor ETF
2.60%45.83%2.53%20.38%-10.37%15.90%-1.78%19.78%-19.20%

Returns By Period

In the year-to-date period, FIDI achieves a 7.58% return, which is significantly higher than FIVA's 2.60% return.


FIDI

1D
1.83%
1M
-3.32%
YTD
7.58%
6M
15.05%
1Y
34.89%
3Y*
18.95%
5Y*
11.68%
10Y*

FIVA

1D
3.02%
1M
-7.75%
YTD
2.60%
6M
12.75%
1Y
34.67%
3Y*
19.41%
5Y*
11.95%
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

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FIDI vs. FIVA - Expense Ratio Comparison

Both FIDI and FIVA have an expense ratio of 0.39%.


Return for Risk

FIDI vs. FIVA — Risk / Return Rank

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

FIDI
FIDI Risk / Return Rank: 9595
Overall Rank
FIDI Sharpe Ratio Rank: 9595
Sharpe Ratio Rank
FIDI Sortino Ratio Rank: 9595
Sortino Ratio Rank
FIDI Omega Ratio Rank: 9696
Omega Ratio Rank
FIDI Calmar Ratio Rank: 9393
Calmar Ratio Rank
FIDI Martin Ratio Rank: 9696
Martin Ratio Rank

FIVA
FIVA Risk / Return Rank: 9191
Overall Rank
FIVA Sharpe Ratio Rank: 9191
Sharpe Ratio Rank
FIVA Sortino Ratio Rank: 9292
Sortino Ratio Rank
FIVA Omega Ratio Rank: 9292
Omega Ratio Rank
FIVA Calmar Ratio Rank: 8989
Calmar Ratio Rank
FIVA Martin Ratio Rank: 9090
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.

FIDI vs. FIVA - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Fidelity International High Dividend ETF (FIDI) and Fidelity International Value Factor ETF (FIVA). 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.


FIDIFIVADifference

Sharpe ratio

Return per unit of total volatility

2.35

2.01

+0.34

Sortino ratio

Return per unit of downside risk

3.06

2.69

+0.37

Omega ratio

Gain probability vs. loss probability

1.47

1.39

+0.08

Calmar ratio

Return relative to maximum drawdown

3.42

2.86

+0.56

Martin ratio

Return relative to average drawdown

15.86

11.23

+4.63

FIDI vs. FIVA - Sharpe Ratio Comparison

The current FIDI Sharpe Ratio is 2.35, which is comparable to the FIVA Sharpe Ratio of 2.01. The chart below compares the historical Sharpe Ratios of FIDI and FIVA, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


FIDIFIVADifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

2.35

2.01

+0.34

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.79

0.75

+0.04

Sharpe Ratio (All Time)

Calculated using the full available price history

0.31

0.43

-0.12

Correlation

The correlation between FIDI and FIVA is 0.89, 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

FIDI vs. FIVA - Dividend Comparison

FIDI's dividend yield for the trailing twelve months is around 4.18%, more than FIVA's 2.78% yield.


TTM20252024202320222021202020192018
FIDI
Fidelity International High Dividend ETF
4.18%4.33%5.72%4.80%5.09%4.00%3.36%4.26%4.37%
FIVA
Fidelity International Value Factor ETF
2.78%2.68%3.52%3.63%3.62%3.76%2.46%3.61%3.28%

Drawdowns

FIDI vs. FIVA - Drawdown Comparison

The maximum FIDI drawdown since its inception was -46.34%, which is greater than FIVA's maximum drawdown of -39.76%. Use the drawdown chart below to compare losses from any high point for FIDI and FIVA.


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Drawdown Indicators


FIDIFIVADifference

Max Drawdown

Largest peak-to-trough decline

-46.34%

-39.76%

-6.58%

Max Drawdown (1Y)

Largest decline over 1 year

-9.92%

-11.71%

+1.79%

Max Drawdown (5Y)

Largest decline over 5 years

-26.05%

-28.70%

+2.65%

Current Drawdown

Current decline from peak

-3.35%

-8.01%

+4.66%

Average Drawdown

Average peak-to-trough decline

-9.97%

-7.89%

-2.08%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.14%

2.98%

-0.84%

Volatility

FIDI vs. FIVA - Volatility Comparison

The current volatility for Fidelity International High Dividend ETF (FIDI) is 5.52%, while Fidelity International Value Factor ETF (FIVA) has a volatility of 7.45%. This indicates that FIDI experiences smaller price fluctuations and is considered to be less risky than FIVA based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


FIDIFIVADifference

Volatility (1M)

Calculated over the trailing 1-month period

5.52%

7.45%

-1.93%

Volatility (6M)

Calculated over the trailing 6-month period

8.81%

11.09%

-2.28%

Volatility (1Y)

Calculated over the trailing 1-year period

14.93%

17.32%

-2.39%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

14.83%

16.09%

-1.26%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

18.85%

17.88%

+0.97%