FIHD vs. FXAIX
Compare and contrast key facts about UBS AG FI Enhanced Global High Yield ETN (FIHD) and Fidelity 500 Index Fund (FXAIX).
FIHD is a passively managed fund by UBS that tracks the performance of the MSCI World High Dividend Yield (200%). It was launched on Feb 19, 2016. FXAIX is managed by Fidelity.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FIHD or FXAIX.
Correlation
The correlation between FIHD and FXAIX is 0.70, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
FIHD vs. FXAIX - Performance Comparison
Key characteristics
Returns By Period
FIHD
N/A
N/A
N/A
N/A
N/A
N/A
FXAIX
2.42%
-1.08%
7.43%
19.81%
14.30%
12.86%
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FIHD vs. FXAIX - Expense Ratio Comparison
FIHD has a 1.65% expense ratio, which is higher than FXAIX's 0.02% expense ratio.
Risk-Adjusted Performance
FIHD vs. FXAIX — Risk-Adjusted Performance Rank
FIHD
FXAIX
FIHD vs. FXAIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for UBS AG FI Enhanced Global High Yield ETN (FIHD) and Fidelity 500 Index Fund (FXAIX). 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
FIHD vs. FXAIX - Dividend Comparison
FIHD has not paid dividends to shareholders, while FXAIX's dividend yield for the trailing twelve months is around 1.22%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FIHD UBS AG FI Enhanced Global High Yield ETN | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
FXAIX Fidelity 500 Index Fund | 1.22% | 1.25% | 1.45% | 1.69% | 1.22% | 1.60% | 1.95% | 2.07% | 1.81% | 2.01% | 2.56% | 2.63% |
Drawdowns
FIHD vs. FXAIX - Drawdown Comparison
Volatility
FIHD vs. FXAIX - Volatility Comparison
The current volatility for UBS AG FI Enhanced Global High Yield ETN (FIHD) is 0.00%, while Fidelity 500 Index Fund (FXAIX) has a volatility of 3.43%. This indicates that FIHD experiences smaller price fluctuations and is considered to be less risky than FXAIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.