FIEUX vs. IQLT
Compare and contrast key facts about Fidelity Europe Fund (FIEUX) and iShares MSCI Intl Quality Factor ETF (IQLT).
FIEUX is managed by Fidelity. It was launched on Oct 1, 1986. IQLT is a passively managed fund by iShares that tracks the performance of the World ex USA Sector Neutral Quality. It was launched on Jan 13, 2015.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FIEUX or IQLT.
Correlation
The correlation between FIEUX and IQLT is 0.83, 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
FIEUX vs. IQLT - Performance Comparison
Key characteristics
FIEUX:
0.70
IQLT:
0.45
FIEUX:
1.06
IQLT:
0.76
FIEUX:
1.14
IQLT:
1.10
FIEUX:
0.52
IQLT:
0.58
FIEUX:
2.57
IQLT:
1.55
FIEUX:
4.66%
IQLT:
4.94%
FIEUX:
17.10%
IQLT:
17.01%
FIEUX:
-59.38%
IQLT:
-32.21%
FIEUX:
-13.69%
IQLT:
-3.84%
Returns By Period
In the year-to-date period, FIEUX achieves a 11.30% return, which is significantly higher than IQLT's 7.11% return. Over the past 10 years, FIEUX has underperformed IQLT with an annualized return of 1.95%, while IQLT has yielded a comparatively higher 6.54% annualized return.
FIEUX
11.30%
-3.55%
4.59%
12.39%
7.35%
1.95%
IQLT
7.11%
-3.10%
-0.76%
8.33%
10.51%
6.54%
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FIEUX vs. IQLT - Expense Ratio Comparison
FIEUX has a 1.06% expense ratio, which is higher than IQLT's 0.30% expense ratio.
Risk-Adjusted Performance
FIEUX vs. IQLT — Risk-Adjusted Performance Rank
FIEUX
IQLT
FIEUX vs. IQLT - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Europe Fund (FIEUX) and iShares MSCI Intl Quality Factor ETF (IQLT). 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
FIEUX vs. IQLT - Dividend Comparison
FIEUX's dividend yield for the trailing twelve months is around 2.95%, more than IQLT's 2.68% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FIEUX Fidelity Europe Fund | 2.95% | 3.28% | 1.62% | 0.00% | 16.10% | 1.15% | 7.42% | 11.93% | 2.52% | 1.51% | 2.78% | 2.59% |
IQLT iShares MSCI Intl Quality Factor ETF | 2.68% | 2.87% | 2.27% | 3.14% | 2.24% | 1.60% | 2.28% | 2.72% | 2.36% | 2.91% | 2.78% | 0.00% |
Drawdowns
FIEUX vs. IQLT - Drawdown Comparison
The maximum FIEUX drawdown since its inception was -59.38%, which is greater than IQLT's maximum drawdown of -32.21%. Use the drawdown chart below to compare losses from any high point for FIEUX and IQLT. For additional features, visit the drawdowns tool.
Volatility
FIEUX vs. IQLT - Volatility Comparison
Fidelity Europe Fund (FIEUX) and iShares MSCI Intl Quality Factor ETF (IQLT) have volatilities of 11.11% and 11.11%, 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.