FIEUX vs. FEZ
Compare and contrast key facts about Fidelity Europe Fund (FIEUX) and SPDR EURO STOXX 50 ETF (FEZ).
FIEUX is managed by Fidelity. It was launched on Oct 1, 1986. FEZ is a passively managed fund by State Street that tracks the performance of the EURO STOXX 50 Index. It was launched on Oct 21, 2002.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FIEUX or FEZ.
Correlation
The correlation between FIEUX and FEZ is 0.68, 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.
Performance
FIEUX vs. FEZ - Performance Comparison
Loading data...
Key characteristics
FIEUX:
0.81
FEZ:
0.60
FIEUX:
1.28
FEZ:
1.11
FIEUX:
1.18
FEZ:
1.14
FIEUX:
0.64
FEZ:
0.89
FIEUX:
3.19
FEZ:
2.54
FIEUX:
4.67%
FEZ:
5.55%
FIEUX:
17.18%
FEZ:
20.82%
FIEUX:
-59.38%
FEZ:
-64.21%
FIEUX:
-8.39%
FEZ:
0.00%
Returns By Period
In the year-to-date period, FIEUX achieves a 18.14% return, which is significantly lower than FEZ's 20.25% return. Over the past 10 years, FIEUX has underperformed FEZ with an annualized return of 2.19%, while FEZ has yielded a comparatively higher 6.86% annualized return.
FIEUX
18.14%
11.09%
15.69%
13.40%
7.95%
2.19%
FEZ
20.25%
11.57%
17.69%
12.01%
16.82%
6.86%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
FIEUX vs. FEZ - Expense Ratio Comparison
FIEUX has a 1.06% expense ratio, which is higher than FEZ's 0.29% expense ratio.
Risk-Adjusted Performance
FIEUX vs. FEZ — Risk-Adjusted Performance Rank
FIEUX
FEZ
FIEUX vs. FEZ - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Europe Fund (FIEUX) and SPDR EURO STOXX 50 ETF (FEZ). 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.
Loading data...
Dividends
FIEUX vs. FEZ - Dividend Comparison
FIEUX's dividend yield for the trailing twelve months is around 2.78%, more than FEZ's 2.53% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FIEUX Fidelity Europe Fund | 2.78% | 3.28% | 1.62% | 0.00% | 2.87% | 1.15% | 4.44% | 1.01% | 0.97% | 1.14% | 2.78% | 2.59% |
FEZ SPDR EURO STOXX 50 ETF | 2.53% | 2.94% | 2.75% | 3.05% | 2.61% | 2.12% | 2.61% | 3.45% | 2.44% | 3.35% | 3.03% | 3.78% |
Drawdowns
FIEUX vs. FEZ - Drawdown Comparison
The maximum FIEUX drawdown since its inception was -59.38%, smaller than the maximum FEZ drawdown of -64.21%. Use the drawdown chart below to compare losses from any high point for FIEUX and FEZ. For additional features, visit the drawdowns tool.
Loading data...
Volatility
FIEUX vs. FEZ - Volatility Comparison
The current volatility for Fidelity Europe Fund (FIEUX) is 4.08%, while SPDR EURO STOXX 50 ETF (FEZ) has a volatility of 4.78%. This indicates that FIEUX experiences smaller price fluctuations and is considered to be less risky than FEZ based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading data...