Correlation
The correlation between FIFVX and IHDG is 0.78, 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.
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.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FIFVX or IHDG.
Performance
FIFVX vs. IHDG - Performance Comparison
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Key characteristics
FIFVX:
0.76
IHDG:
0.06
FIFVX:
1.04
IHDG:
0.16
FIFVX:
1.15
IHDG:
1.02
FIFVX:
0.67
IHDG:
0.02
FIFVX:
2.31
IHDG:
0.07
FIFVX:
6.79%
IHDG:
5.54%
FIFVX:
24.38%
IHDG:
17.65%
FIFVX:
-32.48%
IHDG:
-29.24%
FIFVX:
-5.16%
IHDG:
-4.80%
Returns By Period
In the year-to-date period, FIFVX achieves a 1.54% return, which is significantly lower than IHDG's 4.05% return.
FIFVX
1.54%
7.57%
-1.30%
18.25%
16.46%
15.59%
N/A
IHDG
4.05%
4.02%
3.02%
0.53%
8.53%
10.12%
8.27%
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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.
Risk-Adjusted Performance
FIFVX vs. IHDG — Risk-Adjusted Performance Rank
FIFVX
IHDG
FIFVX vs. IHDG - Risk-Adjusted Performance 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.
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Dividends
FIFVX vs. IHDG - Dividend Comparison
FIFVX's dividend yield for the trailing twelve months is around 3.11%, more than IHDG's 1.85% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FIFVX Fidelity Advisor Founders Fund Class I | 3.11% | 3.16% | 0.15% | 2.60% | 6.25% | 0.00% | 0.09% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
IHDG WisdomTree International Hedged Dividend Growth Fund | 1.85% | 2.42% | 1.70% | 13.79% | 2.77% | 1.95% | 1.99% | 0.22% | 1.28% | 1.91% | 3.04% | 3.86% |
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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Volatility
FIFVX vs. IHDG - Volatility Comparison
Fidelity Advisor Founders Fund Class I (FIFVX) has a higher volatility of 5.35% compared to WisdomTree International Hedged Dividend Growth Fund (IHDG) at 4.35%. This indicates that FIFVX's price experiences larger fluctuations and is considered to be riskier than IHDG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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