FIMKX vs. SCHE
Compare and contrast key facts about Fidelity Advisor Focused Emerging Markets Fund Class I (FIMKX) and Schwab Emerging Markets Equity ETF (SCHE).
FIMKX is managed by Fidelity. It was launched on Mar 29, 2004. SCHE is a passively managed fund by Charles Schwab that tracks the performance of the FTSE All-World Emerging. It was launched on Jan 14, 2010.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FIMKX or SCHE.
Correlation
The correlation between FIMKX and SCHE is 0.90, 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
FIMKX vs. SCHE - Performance Comparison
Key characteristics
FIMKX:
0.40
SCHE:
0.58
FIMKX:
0.69
SCHE:
0.94
FIMKX:
1.09
SCHE:
1.12
FIMKX:
0.29
SCHE:
0.50
FIMKX:
1.10
SCHE:
1.86
FIMKX:
7.13%
SCHE:
5.77%
FIMKX:
19.78%
SCHE:
18.62%
FIMKX:
-69.96%
SCHE:
-36.16%
FIMKX:
-21.06%
SCHE:
-13.27%
Returns By Period
In the year-to-date period, FIMKX achieves a -0.26% return, which is significantly higher than SCHE's -0.34% return. Over the past 10 years, FIMKX has outperformed SCHE with an annualized return of 3.51%, while SCHE has yielded a comparatively lower 3.00% annualized return.
FIMKX
-0.26%
-9.61%
-8.62%
7.26%
6.60%
3.51%
SCHE
-0.34%
-6.68%
-6.32%
10.27%
6.99%
3.00%
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FIMKX vs. SCHE - Expense Ratio Comparison
FIMKX has a 1.03% expense ratio, which is higher than SCHE's 0.11% expense ratio.
Risk-Adjusted Performance
FIMKX vs. SCHE — Risk-Adjusted Performance Rank
FIMKX
SCHE
FIMKX vs. SCHE - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Focused Emerging Markets Fund Class I (FIMKX) and Schwab Emerging Markets Equity ETF (SCHE). 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
FIMKX vs. SCHE - Dividend Comparison
FIMKX's dividend yield for the trailing twelve months is around 1.20%, less than SCHE's 3.04% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FIMKX Fidelity Advisor Focused Emerging Markets Fund Class I | 1.20% | 1.20% | 1.60% | 1.14% | 1.88% | 0.40% | 0.53% | 0.59% | 0.40% | 0.45% | 0.19% | 1.09% |
SCHE Schwab Emerging Markets Equity ETF | 3.04% | 3.03% | 3.83% | 2.87% | 2.86% | 2.09% | 3.27% | 2.69% | 2.31% | 2.26% | 2.50% | 2.86% |
Drawdowns
FIMKX vs. SCHE - Drawdown Comparison
The maximum FIMKX drawdown since its inception was -69.96%, which is greater than SCHE's maximum drawdown of -36.16%. Use the drawdown chart below to compare losses from any high point for FIMKX and SCHE. For additional features, visit the drawdowns tool.
Volatility
FIMKX vs. SCHE - Volatility Comparison
Fidelity Advisor Focused Emerging Markets Fund Class I (FIMKX) and Schwab Emerging Markets Equity ETF (SCHE) have volatilities of 10.60% and 10.87%, 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.