FIDI vs. VIGI
Compare and contrast key facts about Fidelity International High Dividend ETF (FIDI) and Vanguard International Dividend Appreciation ETF (VIGI).
FIDI and VIGI are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. FIDI is a passively managed fund by Fidelity that tracks the performance of the Fidelity® International High Dividend Index. It was launched on Jan 16, 2018. VIGI is a passively managed fund by Vanguard that tracks the performance of the NASDAQ International DividendAchieversSelect Index. It was launched on Feb 25, 2016. Both FIDI and VIGI are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FIDI or VIGI.
Key characteristics
| FIDI | VIGI | |
|---|---|---|
| YTD Return | 4.89% | 8.59% |
| 1Y Return | 17.85% | 20.07% |
| 3Y Return (Ann) | 4.04% | 1.44% |
| 5Y Return (Ann) | 4.15% | 7.15% |
| Sharpe Ratio | 1.39 | 1.76 |
| Sortino Ratio | 1.94 | 2.54 |
| Omega Ratio | 1.24 | 1.31 |
| Calmar Ratio | 1.99 | 1.39 |
| Martin Ratio | 7.00 | 9.22 |
| Ulcer Index | 2.48% | 2.17% |
| Daily Std Dev | 12.53% | 11.39% |
| Max Drawdown | -46.34% | -31.01% |
| Current Drawdown | -5.21% | -4.57% |
Correlation
The correlation between FIDI and VIGI is 0.79, 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
FIDI vs. VIGI - Performance Comparison
In the year-to-date period, FIDI achieves a 4.89% return, which is significantly lower than VIGI's 8.59% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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FIDI vs. VIGI - Expense Ratio Comparison
FIDI has a 0.39% expense ratio, which is higher than VIGI's 0.15% expense ratio.
Risk-Adjusted Performance
FIDI vs. VIGI - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity International High Dividend ETF (FIDI) and Vanguard International Dividend Appreciation ETF (VIGI). 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
FIDI vs. VIGI - Dividend Comparison
FIDI's dividend yield for the trailing twelve months is around 5.28%, more than VIGI's 1.95% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|
FIDI Fidelity International High Dividend ETF | 5.28% | 4.80% | 5.09% | 4.00% | 3.36% | 4.26% | 4.37% | 0.00% | 0.00% |
VIGI Vanguard International Dividend Appreciation ETF | 1.95% | 1.92% | 2.06% | 7.02% | 1.29% | 1.83% | 1.99% | 1.75% | 0.98% |
Drawdowns
FIDI vs. VIGI - Drawdown Comparison
The maximum FIDI drawdown since its inception was -46.34%, which is greater than VIGI's maximum drawdown of -31.01%. Use the drawdown chart below to compare losses from any high point for FIDI and VIGI. For additional features, visit the drawdowns tool.
Volatility
FIDI vs. VIGI - Volatility Comparison
Fidelity International High Dividend ETF (FIDI) and Vanguard International Dividend Appreciation ETF (VIGI) have volatilities of 3.28% and 3.17%, 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.