FIGSX vs. HEFA
Compare and contrast key facts about Fidelity Series International Growth Fund (FIGSX) and iShares Currency Hedged MSCI EAFE ETF (HEFA).
FIGSX is managed by Fidelity. It was launched on Dec 3, 2009. HEFA is a passively managed fund by iShares that tracks the performance of the MSCI EAFE 100% Hedged to USD Index. It was launched on Jan 31, 2014.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FIGSX or HEFA.
Correlation
The correlation between FIGSX and HEFA 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. HEFA - Performance Comparison
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Key characteristics
FIGSX:
0.29
HEFA:
0.52
FIGSX:
0.59
HEFA:
0.82
FIGSX:
1.08
HEFA:
1.12
FIGSX:
0.32
HEFA:
0.61
FIGSX:
1.26
HEFA:
2.65
FIGSX:
4.91%
HEFA:
3.29%
FIGSX:
18.75%
HEFA:
16.77%
FIGSX:
-38.71%
HEFA:
-32.39%
FIGSX:
-3.11%
HEFA:
0.00%
Returns By Period
In the year-to-date period, FIGSX achieves a 10.61% return, which is significantly higher than HEFA's 8.35% return. Over the past 10 years, FIGSX has underperformed HEFA with an annualized return of 4.32%, while HEFA has yielded a comparatively higher 8.24% annualized return.
FIGSX
10.61%
10.61%
7.28%
5.26%
5.25%
4.32%
HEFA
8.35%
9.48%
9.66%
8.25%
15.08%
8.24%
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FIGSX vs. HEFA - Expense Ratio Comparison
FIGSX has a 0.01% expense ratio, which is lower than HEFA's 0.35% expense ratio.
Risk-Adjusted Performance
FIGSX vs. HEFA — Risk-Adjusted Performance Rank
FIGSX
HEFA
FIGSX vs. HEFA - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Series International Growth Fund (FIGSX) and iShares Currency Hedged MSCI EAFE ETF (HEFA). 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
FIGSX vs. HEFA - Dividend Comparison
FIGSX's dividend yield for the trailing twelve months is around 3.88%, more than HEFA's 2.85% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FIGSX Fidelity Series International Growth Fund | 3.88% | 4.29% | 1.27% | 3.53% | 8.33% | 16.24% | 3.64% | 7.47% | 3.14% | 2.54% | 4.69% | 4.31% |
HEFA iShares Currency Hedged MSCI EAFE ETF | 2.85% | 3.09% | 3.01% | 25.14% | 3.06% | 2.10% | 5.37% | 4.58% | 2.55% | 3.17% | 3.54% | 3.39% |
Drawdowns
FIGSX vs. HEFA - Drawdown Comparison
The maximum FIGSX drawdown since its inception was -38.71%, which is greater than HEFA's maximum drawdown of -32.39%. Use the drawdown chart below to compare losses from any high point for FIGSX and HEFA. For additional features, visit the drawdowns tool.
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Volatility
FIGSX vs. HEFA - Volatility Comparison
The current volatility for Fidelity Series International Growth Fund (FIGSX) is 3.76%, while iShares Currency Hedged MSCI EAFE ETF (HEFA) has a volatility of 4.51%. This indicates that FIGSX experiences smaller price fluctuations and is considered to be less risky than HEFA based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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