Correlation
The correlation between FIDZX and FICS is 0.65, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
FIDZX vs. FICS
Compare and contrast key facts about Fidelity Advisor International Capital Appreciation Fund Class Z (FIDZX) and First Trust International Developed Capital Strength ETF (FICS).
FIDZX is managed by Fidelity. It was launched on Feb 1, 2017. FICS is a passively managed fund by First Trust that tracks the performance of the The International Developed Capital Strength Index. It was launched on Dec 15, 2020.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FIDZX or FICS.
Performance
FIDZX vs. FICS - Performance Comparison
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Key characteristics
FIDZX:
0.82
FICS:
1.14
FIDZX:
1.15
FICS:
1.54
FIDZX:
1.16
FICS:
1.21
FIDZX:
0.90
FICS:
1.49
FIDZX:
3.47
FICS:
3.80
FIDZX:
4.20%
FICS:
4.36%
FIDZX:
19.91%
FICS:
15.50%
FIDZX:
-37.17%
FICS:
-29.16%
FIDZX:
-0.81%
FICS:
-0.34%
Returns By Period
In the year-to-date period, FIDZX achieves a 14.35% return, which is significantly lower than FICS's 17.82% return.
FIDZX
14.35%
6.43%
11.01%
15.46%
14.18%
11.19%
N/A
FICS
17.82%
4.12%
13.07%
16.16%
10.74%
N/A
N/A
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FIDZX vs. FICS - Expense Ratio Comparison
FIDZX has a 0.85% expense ratio, which is higher than FICS's 0.70% expense ratio.
Risk-Adjusted Performance
FIDZX vs. FICS — Risk-Adjusted Performance Rank
FIDZX
FICS
FIDZX vs. FICS - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor International Capital Appreciation Fund Class Z (FIDZX) and First Trust International Developed Capital Strength ETF (FICS). 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.
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Dividends
FIDZX vs. FICS - Dividend Comparison
FIDZX's dividend yield for the trailing twelve months is around 0.74%, less than FICS's 1.94% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|
FIDZX Fidelity Advisor International Capital Appreciation Fund Class Z | 0.74% | 0.84% | 0.46% | 0.00% | 3.90% | 0.19% | 0.63% | 0.67% | 0.28% |
FICS First Trust International Developed Capital Strength ETF | 1.94% | 2.01% | 1.02% | 1.89% | 1.26% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
FIDZX vs. FICS - Drawdown Comparison
The maximum FIDZX drawdown since its inception was -37.17%, which is greater than FICS's maximum drawdown of -29.16%. Use the drawdown chart below to compare losses from any high point for FIDZX and FICS.
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Volatility
FIDZX vs. FICS - Volatility Comparison
The current volatility for Fidelity Advisor International Capital Appreciation Fund Class Z (FIDZX) is 3.28%, while First Trust International Developed Capital Strength ETF (FICS) has a volatility of 3.87%. This indicates that FIDZX experiences smaller price fluctuations and is considered to be less risky than FICS based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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