FIGSX vs. DIVI
Compare and contrast key facts about Fidelity Series International Growth Fund (FIGSX) and Franklin International Core Dividend Tilt Index ETF (DIVI).
FIGSX is managed by Fidelity. It was launched on Dec 3, 2009. DIVI is an actively managed fund by Franklin. It was launched on Jun 1, 2016.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FIGSX or DIVI.
Key characteristics
| FIGSX | DIVI | |
|---|---|---|
| YTD Return | 10.74% | 9.45% |
| 1Y Return | 22.68% | 18.31% |
| 3Y Return (Ann) | 1.52% | 9.54% |
| 5Y Return (Ann) | 9.58% | 9.14% |
| Sharpe Ratio | 1.64 | 1.39 |
| Daily Std Dev | 13.63% | 13.04% |
| Max Drawdown | -34.46% | -27.76% |
| Current Drawdown | -1.04% | -1.33% |
Correlation
The correlation between FIGSX and DIVI 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.
Performance
FIGSX vs. DIVI - Performance Comparison
In the year-to-date period, FIGSX achieves a 10.74% return, which is significantly higher than DIVI's 9.45% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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FIGSX vs. DIVI - Expense Ratio Comparison
FIGSX has a 0.01% expense ratio, which is lower than DIVI's 0.09% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Risk-Adjusted Performance
FIGSX vs. DIVI - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Series International Growth Fund (FIGSX) and Franklin International Core Dividend Tilt Index ETF (DIVI). 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
FIGSX vs. DIVI - Dividend Comparison
FIGSX's dividend yield for the trailing twelve months is around 1.15%, less than DIVI's 3.60% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FIGSX Fidelity Series International Growth Fund | 1.15% | 1.27% | 3.53% | 8.33% | 16.24% | 3.64% | 7.47% | 3.14% | 2.54% | 4.69% | 4.31% | 1.72% |
DIVI Franklin International Core Dividend Tilt Index ETF | 3.60% | 3.17% | 5.43% | 2.77% | 5.87% | 1.61% | 5.67% | 5.71% | 13.51% | 0.00% | 0.00% | 0.00% |
Drawdowns
FIGSX vs. DIVI - Drawdown Comparison
The maximum FIGSX drawdown since its inception was -34.46%, which is greater than DIVI's maximum drawdown of -27.76%. Use the drawdown chart below to compare losses from any high point for FIGSX and DIVI. For additional features, visit the drawdowns tool.
Volatility
FIGSX vs. DIVI - Volatility Comparison
Fidelity Series International Growth Fund (FIGSX) and Franklin International Core Dividend Tilt Index ETF (DIVI) have volatilities of 4.10% and 4.28%, 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.