DBAW vs. FIFVX
Compare and contrast key facts about Xtrackers MSCI All World ex US Hedged Equity ETF (DBAW) and Fidelity Advisor Founders Fund Class I (FIFVX).
DBAW is a passively managed fund by Deutsche Bank that tracks the performance of the MSCI ACWI ex USA US Dollar Hedged Index. It was launched on Jan 23, 2014. FIFVX is managed by Fidelity. It was launched on Feb 14, 2019.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: DBAW or FIFVX.
Correlation
The correlation between DBAW and FIFVX is 0.76, 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
DBAW vs. FIFVX - Performance Comparison
Key characteristics
DBAW:
1.79
FIFVX:
1.56
DBAW:
2.40
FIFVX:
2.12
DBAW:
1.33
FIFVX:
1.28
DBAW:
2.21
FIFVX:
2.53
DBAW:
8.83
FIFVX:
8.23
DBAW:
2.24%
FIFVX:
3.34%
DBAW:
11.05%
FIFVX:
17.50%
DBAW:
-31.44%
FIFVX:
-34.78%
DBAW:
0.00%
FIFVX:
-1.69%
Returns By Period
In the year-to-date period, DBAW achieves a 6.45% return, which is significantly lower than FIFVX's 7.02% return.
DBAW
6.45%
3.91%
8.31%
17.41%
8.66%
7.28%
FIFVX
7.02%
3.73%
14.15%
25.18%
14.51%
N/A
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DBAW vs. FIFVX - Expense Ratio Comparison
DBAW has a 0.41% expense ratio, which is lower than FIFVX's 0.85% expense ratio.
Risk-Adjusted Performance
DBAW vs. FIFVX — Risk-Adjusted Performance Rank
DBAW
FIFVX
DBAW vs. FIFVX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Xtrackers MSCI All World ex US Hedged Equity ETF (DBAW) and Fidelity Advisor Founders Fund Class I (FIFVX). 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
DBAW vs. FIFVX - Dividend Comparison
DBAW's dividend yield for the trailing twelve months is around 1.60%, while FIFVX has not paid dividends to shareholders.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DBAW Xtrackers MSCI All World ex US Hedged Equity ETF | 1.60% | 1.70% | 3.45% | 13.44% | 2.05% | 2.08% | 2.91% | 2.93% | 2.41% | 1.99% | 5.74% | 7.59% |
FIFVX Fidelity Advisor Founders Fund Class I | 0.00% | 0.00% | 0.15% | 0.73% | 0.26% | 0.00% | 0.09% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
DBAW vs. FIFVX - Drawdown Comparison
The maximum DBAW drawdown since its inception was -31.44%, smaller than the maximum FIFVX drawdown of -34.78%. Use the drawdown chart below to compare losses from any high point for DBAW and FIFVX. For additional features, visit the drawdowns tool.
Volatility
DBAW vs. FIFVX - Volatility Comparison
The current volatility for Xtrackers MSCI All World ex US Hedged Equity ETF (DBAW) is 2.55%, while Fidelity Advisor Founders Fund Class I (FIFVX) has a volatility of 4.89%. This indicates that DBAW experiences smaller price fluctuations and is considered to be less risky than FIFVX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.