FIGFX vs. SWMIX
FIGFX (Fidelity International Growth Fund) and SWMIX (Schwab International Opportunities Fund) are both Foreign Large Cap Equities funds. Over the past 10 years, FIGFX returned 9.16%/yr vs 7.31%/yr for SWMIX. Their correlation of 0.94 means they have usually moved in the same direction. FIGFX charges 0.84%/yr vs 0.99%/yr for SWMIX.
Performance
FIGFX vs. SWMIX - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, FIGFX achieves a 7.52% return, which is significantly lower than SWMIX's 10.35% return. Over the past 10 years, FIGFX has outperformed SWMIX with an annualized return of 9.16%, while SWMIX has yielded a comparatively lower 7.31% annualized return.
FIGFX
- 1D
- 3.82%
- 1M
- -2.67%
- 6M
- 2.05%
- YTD
- 7.52%
- 1Y
- 14.70%
- 3Y*
- 11.57%
- 5Y*
- 4.85%
- 10Y*
- 9.16%
- ALL TIME*
- 6.04%
SWMIX
- 1D
- 3.07%
- 1M
- -0.60%
- 6M
- 4.00%
- YTD
- 10.35%
- 1Y
- 14.59%
- 3Y*
- 10.07%
- 5Y*
- 2.04%
- 10Y*
- 7.31%
- ALL TIME*
- 7.15%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
FIGFX vs. SWMIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FIGFX Fidelity International Growth Fund | 7.52% | 17.91% | 4.90% | 20.89% | -23.19% | 15.42% | 16.95% | 33.97% | -11.52% | 28.83% |
SWMIX Schwab International Opportunities Fund | 10.35% | 21.83% | 0.91% | 12.52% | -25.35% | 5.78% | 23.94% | 26.07% | -19.12% | 33.64% |
Correlation
The correlation between FIGFX and SWMIX is 0.93, meaning they have usually moved in the same direction, including during past declines.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.93 |
Correlation (3Y) Balances recent behavior with more history. | 0.92 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.93 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.93 |
Correlation (All Time) Calculated using the full available price history since Nov 2, 2007 | 0.94 |
The correlation between FIGFX and SWMIX has been stable across timeframes, ranging from 0.92 to 0.94 - a consistent structural relationship.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
FIGFX vs. SWMIX — Risk / Return Rank
FIGFX
SWMIX
FIGFX vs. SWMIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity International Growth Fund (FIGFX) and Schwab International Opportunities Fund (SWMIX). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| FIGFX | SWMIX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.02 | ||
| Sortino ratioReturn per unit of downside risk | +0.09 | ||
| Omega ratioGain probability vs. loss probability | 1.13 | 1.14 | -0.01 |
| Calmar ratioReturn relative to maximum drawdown | 0.97 | 1.03 | -0.06 |
| Martin ratioReturn relative to average drawdown | 3.30 | 3.53 | -0.23 |
Loading charts...
Drawdowns
FIGFX vs. SWMIX - Drawdown Comparison
The maximum FIGFX drawdown since its inception was -55.97%, smaller than the maximum SWMIX drawdown of -61.81%. Use the drawdown chart below to compare losses from any high point for FIGFX and SWMIX.
Loading charts...
Drawdown Indicators
| FIGFX | SWMIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -55.97% | -61.81% | +5.84% |
Max Drawdown (1Y)Largest decline over 1 year | -13.95% | -12.90% | -1.05% |
Max Drawdown (3Y)Largest decline over 3 years | -16.51% | -14.29% | -2.22% |
Max Drawdown (5Y)Largest decline over 5 years | -34.91% | -40.51% | +5.60% |
Max Drawdown (10Y)Largest decline over 10 years | -34.91% | -40.51% | +5.60% |
Current DrawdownCurrent decline from peak | -4.79% | -3.17% | -1.62% |
Average DrawdownAverage peak-to-trough decline | -10.34% | -12.59% | +2.25% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.07% | 3.74% | +0.33% |
Volatility
FIGFX vs. SWMIX - Volatility Comparison
Fidelity International Growth Fund (FIGFX) has a higher volatility of 6.81% compared to Schwab International Opportunities Fund (SWMIX) at 6.06%. This indicates that FIGFX's price experiences larger fluctuations and is considered to be riskier than SWMIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| FIGFX | SWMIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.81% | 6.06% | +0.75% |
Volatility (6M)Calculated over the trailing 6-month period | 18.29% | 15.97% | +2.32% |
Volatility (1Y)Calculated over the trailing 1-year period | 20.62% | 19.75% | +0.87% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.59% | 18.50% | +0.09% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.91% | 18.21% | -0.30% |
FIGFX vs. SWMIX - Expense Ratio Comparison
FIGFX has a 0.84% expense ratio, which is lower than SWMIX's 0.99% expense ratio.
Dividends
FIGFX vs. SWMIX - Dividend Comparison
FIGFX's dividend yield for the trailing twelve months is around 3.20%, while SWMIX has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FIGFX Fidelity International Growth Fund | 3.20% | 3.44% | 0.78% | 0.48% | 1.66% | 1.93% | 0.11% | 0.97% | 0.88% | 0.12% | 1.24% | 0.77% |
SWMIX Schwab International Opportunities Fund | 0.00% | 0.00% | 2.04% | 1.73% | 3.59% | 17.50% | 6.16% | 1.94% | 10.57% | 4.60% | 0.87% | 7.20% |
Frequently Asked Questions
With a correlation of 0.93, FIGFX and SWMIX move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.
FIGFX has higher volatility (6.81%) compared to SWMIX (6.06%). In terms of maximum drawdown, FIGFX dropped -55.97% vs SWMIX's -61.81%.
SWMIX currently has the higher Sharpe Ratio (0.67 vs 0.65), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
Find the right allocation for FIGFX and SWMIX
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer