FIMKX vs. BTMKX
Compare and contrast key facts about Fidelity Advisor Focused Emerging Markets Fund Class I (FIMKX) and iShares MSCI EAFE International Index Fund (BTMKX).
FIMKX is managed by Fidelity. It was launched on Mar 29, 2004. BTMKX is a passively managed fund by iShares that tracks the performance of the MSCI EAFE Index. It was launched on Apr 1, 2011.
Performance
FIMKX vs. BTMKX - Performance Comparison
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FIMKX vs. BTMKX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FIMKX Fidelity Advisor Focused Emerging Markets Fund Class I | 0.92% | 40.06% | 9.31% | 8.44% | -19.82% | -2.63% | 30.43% | 29.75% | -18.06% | 46.67% |
BTMKX iShares MSCI EAFE International Index Fund | -1.91% | 31.70% | 3.70% | 18.37% | -14.04% | 11.30% | 8.07% | 21.96% | -13.38% | 25.17% |
Returns By Period
In the year-to-date period, FIMKX achieves a 0.92% return, which is significantly higher than BTMKX's -1.91% return. Over the past 10 years, FIMKX has outperformed BTMKX with an annualized return of 10.38%, while BTMKX has yielded a comparatively lower 8.60% annualized return.
FIMKX
- 1D
- -0.97%
- 1M
- -13.14%
- YTD
- 0.92%
- 6M
- 6.57%
- 1Y
- 33.30%
- 3Y*
- 17.41%
- 5Y*
- 4.77%
- 10Y*
- 10.38%
BTMKX
- 1D
- 0.32%
- 1M
- -10.83%
- YTD
- -1.91%
- 6M
- 2.37%
- 1Y
- 19.63%
- 3Y*
- 13.45%
- 5Y*
- 7.95%
- 10Y*
- 8.60%
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FIMKX vs. BTMKX - Expense Ratio Comparison
FIMKX has a 1.03% expense ratio, which is higher than BTMKX's 0.05% expense ratio.
Return for Risk
FIMKX vs. BTMKX — Risk / Return Rank
FIMKX
BTMKX
FIMKX vs. BTMKX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Focused Emerging Markets Fund Class I (FIMKX) and iShares MSCI EAFE International Index Fund (BTMKX). 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.
| FIMKX | BTMKX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.76 | 1.09 | +0.67 |
Sortino ratioReturn per unit of downside risk | 2.23 | 1.53 | +0.70 |
Omega ratioGain probability vs. loss probability | 1.34 | 1.22 | +0.12 |
Calmar ratioReturn relative to maximum drawdown | 2.16 | 1.54 | +0.61 |
Martin ratioReturn relative to average drawdown | 8.35 | 5.89 | +2.46 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| FIMKX | BTMKX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.76 | 1.09 | +0.67 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.26 | 0.50 | -0.24 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.56 | 0.52 | +0.04 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.40 | 0.35 | +0.05 |
Correlation
The correlation between FIMKX and BTMKX is 0.74, 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.
Dividends
FIMKX vs. BTMKX - Dividend Comparison
FIMKX's dividend yield for the trailing twelve months is around 1.56%, less than BTMKX's 3.82% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FIMKX Fidelity Advisor Focused Emerging Markets Fund Class I | 1.56% | 1.57% | 1.20% | 1.60% | 1.14% | 5.19% | 2.09% | 10.86% | 0.61% | 0.10% | 0.45% | 0.19% |
BTMKX iShares MSCI EAFE International Index Fund | 3.82% | 3.74% | 3.43% | 3.19% | 2.80% | 3.06% | 1.99% | 3.34% | 4.58% | 2.45% | 2.85% | 2.42% |
Drawdowns
FIMKX vs. BTMKX - Drawdown Comparison
The maximum FIMKX drawdown since its inception was -69.98%, which is greater than BTMKX's maximum drawdown of -33.92%. Use the drawdown chart below to compare losses from any high point for FIMKX and BTMKX.
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Drawdown Indicators
| FIMKX | BTMKX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -69.98% | -33.92% | -36.06% |
Max Drawdown (1Y)Largest decline over 1 year | -13.72% | -11.30% | -2.42% |
Max Drawdown (5Y)Largest decline over 5 years | -40.49% | -29.23% | -11.26% |
Max Drawdown (10Y)Largest decline over 10 years | -41.85% | -33.92% | -7.93% |
Current DrawdownCurrent decline from peak | -13.72% | -10.88% | -2.84% |
Average DrawdownAverage peak-to-trough decline | -20.00% | -7.82% | -12.18% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.54% | 2.96% | +0.58% |
Volatility
FIMKX vs. BTMKX - Volatility Comparison
Fidelity Advisor Focused Emerging Markets Fund Class I (FIMKX) has a higher volatility of 8.53% compared to iShares MSCI EAFE International Index Fund (BTMKX) at 7.07%. This indicates that FIMKX's price experiences larger fluctuations and is considered to be riskier than BTMKX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FIMKX | BTMKX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.53% | 7.07% | +1.46% |
Volatility (6M)Calculated over the trailing 6-month period | 13.10% | 10.81% | +2.29% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.40% | 16.98% | +1.42% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.46% | 15.95% | +2.51% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.55% | 16.58% | +1.97% |