FIFVX vs. IHDG
Compare and contrast key facts about Fidelity Advisor Founders Fund Class I (FIFVX) and WisdomTree International Hedged Dividend Growth Fund (IHDG).
FIFVX is managed by Fidelity. It was launched on Feb 14, 2019. IHDG is a passively managed fund by WisdomTree that tracks the performance of the WisdomTree International Hedged Dividend Growth Index. It was launched on May 7, 2014.
Performance
FIFVX vs. IHDG - Performance Comparison
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FIFVX vs. IHDG - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
FIFVX Fidelity Advisor Founders Fund Class I | -10.08% | 16.39% | 36.46% | 34.03% | -26.71% | 19.10% | 47.20% | 14.05% |
IHDG WisdomTree International Hedged Dividend Growth Fund | -0.97% | 14.17% | 5.97% | 20.00% | -11.53% | 19.75% | 10.51% | 18.02% |
Returns By Period
In the year-to-date period, FIFVX achieves a -10.08% return, which is significantly lower than IHDG's -0.97% return.
FIFVX
- 1D
- -0.29%
- 1M
- -10.01%
- YTD
- -10.08%
- 6M
- -10.75%
- 1Y
- 12.92%
- 3Y*
- 20.05%
- 5Y*
- 10.05%
- 10Y*
- —
IHDG
- 1D
- 2.29%
- 1M
- -6.77%
- YTD
- -0.97%
- 6M
- 4.74%
- 1Y
- 13.25%
- 3Y*
- 8.97%
- 5Y*
- 7.41%
- 10Y*
- 9.75%
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FIFVX vs. IHDG - Expense Ratio Comparison
FIFVX has a 0.85% expense ratio, which is higher than IHDG's 0.58% expense ratio.
Return for Risk
FIFVX vs. IHDG — Risk / Return Rank
FIFVX
IHDG
FIFVX vs. IHDG - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Founders Fund Class I (FIFVX) and WisdomTree International Hedged Dividend Growth Fund (IHDG). 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.
| FIFVX | IHDG | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.61 | 0.77 | -0.16 |
Sortino ratioReturn per unit of downside risk | 1.01 | 1.19 | -0.18 |
Omega ratioGain probability vs. loss probability | 1.15 | 1.17 | -0.02 |
Calmar ratioReturn relative to maximum drawdown | 0.76 | 1.08 | -0.32 |
Martin ratioReturn relative to average drawdown | 2.96 | 4.15 | -1.20 |
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
| FIFVX | IHDG | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.61 | 0.77 | -0.16 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.48 | 0.51 | -0.03 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.62 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.69 | 0.57 | +0.12 |
Correlation
The correlation between FIFVX and IHDG is 0.72, 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
FIFVX vs. IHDG - Dividend Comparison
FIFVX's dividend yield for the trailing twelve months is around 2.67%, more than IHDG's 1.94% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FIFVX Fidelity Advisor Founders Fund Class I | 2.67% | 2.40% | 6.32% | 0.15% | 2.60% | 6.25% | 0.00% | 0.17% | 0.00% | 0.00% | 0.00% | 0.00% |
IHDG WisdomTree International Hedged Dividend Growth Fund | 1.94% | 1.84% | 2.42% | 1.70% | 13.79% | 2.77% | 1.94% | 1.99% | 0.22% | 1.28% | 1.91% | 3.04% |
Drawdowns
FIFVX vs. IHDG - Drawdown Comparison
The maximum FIFVX drawdown since its inception was -32.48%, which is greater than IHDG's maximum drawdown of -29.24%. Use the drawdown chart below to compare losses from any high point for FIFVX and IHDG.
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Drawdown Indicators
| FIFVX | IHDG | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -32.48% | -29.24% | -3.24% |
Max Drawdown (1Y)Largest decline over 1 year | -13.04% | -11.38% | -1.66% |
Max Drawdown (5Y)Largest decline over 5 years | -32.48% | -19.52% | -12.96% |
Max Drawdown (10Y)Largest decline over 10 years | — | -29.24% | — |
Current DrawdownCurrent decline from peak | -12.27% | -7.26% | -5.01% |
Average DrawdownAverage peak-to-trough decline | -8.14% | -4.05% | -4.09% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.34% | 2.95% | +0.39% |
Volatility
FIFVX vs. IHDG - Volatility Comparison
The current volatility for Fidelity Advisor Founders Fund Class I (FIFVX) is 5.48%, while WisdomTree International Hedged Dividend Growth Fund (IHDG) has a volatility of 6.19%. This indicates that FIFVX experiences smaller price fluctuations and is considered to be less risky than IHDG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FIFVX | IHDG | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.48% | 6.19% | -0.71% |
Volatility (6M)Calculated over the trailing 6-month period | 10.66% | 10.04% | +0.62% |
Volatility (1Y)Calculated over the trailing 1-year period | 20.77% | 17.28% | +3.49% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.13% | 14.61% | +6.52% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.68% | 15.69% | +6.99% |