FIDZX vs. FSPSX
Compare and contrast key facts about Fidelity Advisor International Capital Appreciation Fund Class Z (FIDZX) and Fidelity International Index Fund (FSPSX).
FIDZX is managed by Fidelity. It was launched on Feb 1, 2017. FSPSX is a passively managed fund by Fidelity that tracks the performance of the MSCI ACWI ex USA IMI Index. It was launched on Nov 5, 1997.
Performance
FIDZX vs. FSPSX - Performance Comparison
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FIDZX vs. FSPSX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FIDZX Fidelity Advisor International Capital Appreciation Fund Class Z | -8.14% | 18.83% | 8.15% | 27.79% | -26.45% | 12.40% | 22.36% | 32.97% | -12.72% | 28.67% |
FSPSX Fidelity International Index Fund | -1.94% | 31.98% | 3.70% | 18.31% | -14.23% | 11.45% | 8.16% | 22.03% | -13.55% | 20.86% |
Returns By Period
In the year-to-date period, FIDZX achieves a -8.14% return, which is significantly lower than FSPSX's -1.94% return.
FIDZX
- 1D
- -0.51%
- 1M
- -13.00%
- YTD
- -8.14%
- 6M
- -8.42%
- 1Y
- 6.62%
- 3Y*
- 9.86%
- 5Y*
- 4.54%
- 10Y*
- —
FSPSX
- 1D
- 0.42%
- 1M
- -10.86%
- YTD
- -1.94%
- 6M
- 2.58%
- 1Y
- 19.89%
- 3Y*
- 13.50%
- 5Y*
- 7.96%
- 10Y*
- 8.65%
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FIDZX vs. FSPSX - Expense Ratio Comparison
FIDZX has a 0.85% expense ratio, which is higher than FSPSX's 0.04% expense ratio.
Return for Risk
FIDZX vs. FSPSX — Risk / Return Rank
FIDZX
FSPSX
FIDZX vs. FSPSX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor International Capital Appreciation Fund Class Z (FIDZX) and Fidelity International Index Fund (FSPSX). 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.
| FIDZX | FSPSX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.29 | 1.11 | -0.82 |
Sortino ratioReturn per unit of downside risk | 0.55 | 1.56 | -1.00 |
Omega ratioGain probability vs. loss probability | 1.08 | 1.23 | -0.15 |
Calmar ratioReturn relative to maximum drawdown | 0.30 | 1.54 | -1.25 |
Martin ratioReturn relative to average drawdown | 1.18 | 5.93 | -4.74 |
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
| FIDZX | FSPSX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.29 | 1.11 | -0.82 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.25 | 0.51 | -0.26 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.53 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.52 | 0.46 | +0.06 |
Correlation
The correlation between FIDZX and FSPSX is 0.88, 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
FIDZX vs. FSPSX - Dividend Comparison
FIDZX's dividend yield for the trailing twelve months is around 6.06%, more than FSPSX's 3.22% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FIDZX Fidelity Advisor International Capital Appreciation Fund Class Z | 6.06% | 5.57% | 0.84% | 0.46% | 0.00% | 3.90% | 0.19% | 0.63% | 0.67% | 0.28% | 0.00% | 0.00% |
FSPSX Fidelity International Index Fund | 3.22% | 3.15% | 3.27% | 2.79% | 2.66% | 3.07% | 1.84% | 3.18% | 2.79% | 2.50% | 3.08% | 2.79% |
Drawdowns
FIDZX vs. FSPSX - Drawdown Comparison
The maximum FIDZX drawdown since its inception was -37.17%, which is greater than FSPSX's maximum drawdown of -33.69%. Use the drawdown chart below to compare losses from any high point for FIDZX and FSPSX.
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Drawdown Indicators
| FIDZX | FSPSX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -37.17% | -33.69% | -3.48% |
Max Drawdown (1Y)Largest decline over 1 year | -14.44% | -11.39% | -3.05% |
Max Drawdown (5Y)Largest decline over 5 years | -37.17% | -29.41% | -7.76% |
Max Drawdown (10Y)Largest decline over 10 years | — | -33.69% | — |
Current DrawdownCurrent decline from peak | -14.44% | -10.86% | -3.58% |
Average DrawdownAverage peak-to-trough decline | -7.62% | -6.59% | -1.03% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.60% | 2.96% | +0.64% |
Volatility
FIDZX vs. FSPSX - Volatility Comparison
Fidelity Advisor International Capital Appreciation Fund Class Z (FIDZX) has a higher volatility of 7.73% compared to Fidelity International Index Fund (FSPSX) at 7.04%. This indicates that FIDZX's price experiences larger fluctuations and is considered to be riskier than FSPSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FIDZX | FSPSX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.73% | 7.04% | +0.69% |
Volatility (6M)Calculated over the trailing 6-month period | 12.35% | 10.63% | +1.72% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.48% | 16.79% | +2.69% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.45% | 15.77% | +2.68% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.19% | 16.47% | +1.72% |