PortfoliosLab logoPortfoliosLab logo
FINN.NEO vs. DXUV
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

FINN.NEO vs. DXUV - Performance Comparison

The chart below illustrates the hypothetical performance of a CA$10,000 investment in Fidelity Global Innovators ETF (FINN.NEO) and Dimensional US Vector Equity ETF (DXUV). The values are adjusted to include any dividend payments, if applicable.

Loading charts...

Different Trading Currencies

FINN.NEO is traded in CAD, while DXUV is traded in USD. To make them comparable, the DXUV values have been converted to CAD using the latest available exchange rates.

Returns By Period

In the year-to-date period, FINN.NEO achieves a 42.01% return, which is significantly higher than DXUV's 12.33% return.


FINN.NEO

1D
-0.75%
1M
13.10%
YTD
42.01%
6M
41.28%
1Y
74.64%
3Y*
46.00%
5Y*
10Y*

DXUV

1D
-0.25%
1M
5.73%
YTD
12.33%
6M
11.03%
1Y
28.99%
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

FINN.NEO vs. DXUV - Yearly Performance Comparison


2026 (YTD)20252024
FINN.NEO
Fidelity Global Innovators ETF
42.01%20.61%18.01%
DXUV
Dimensional US Vector Equity ETF
12.33%9.09%11.19%

Correlation

The correlation between FINN.NEO and DXUV is 0.57, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.57

Correlation (All Time)
Calculated using the full available price history since Sep 13, 2024

0.65

The correlation between FINN.NEO and DXUV has been stable across timeframes, ranging from 0.57 to 0.65 - a consistent structural relationship.

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Return for Risk

FINN.NEO vs. DXUV — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

FINN.NEO
FINN.NEO Risk / Return Rank: 8989
Overall Rank
FINN.NEO Sharpe Ratio Rank: 9292
Sharpe Ratio Rank
FINN.NEO Sortino Ratio Rank: 8888
Sortino Ratio Rank
FINN.NEO Omega Ratio Rank: 8585
Omega Ratio Rank
FINN.NEO Calmar Ratio Rank: 9292
Calmar Ratio Rank
FINN.NEO Martin Ratio Rank: 9090
Martin Ratio Rank

DXUV
DXUV Risk / Return Rank: 6666
Overall Rank
DXUV Sharpe Ratio Rank: 6666
Sharpe Ratio Rank
DXUV Sortino Ratio Rank: 6666
Sortino Ratio Rank
DXUV Omega Ratio Rank: 6464
Omega Ratio Rank
DXUV Calmar Ratio Rank: 6565
Calmar Ratio Rank
DXUV Martin Ratio Rank: 7171
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

FINN.NEO vs. DXUV - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Fidelity Global Innovators ETF (FINN.NEO) and Dimensional US Vector Equity ETF (DXUV). 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.


FINN.NEODXUVDifference
Sharpe ratioReturn per unit of total volatility

+1.04

Sortino ratioReturn per unit of downside risk

+0.84

Omega ratioGain probability vs. loss probability

1.53

1.42

+0.11

Calmar ratioReturn relative to maximum drawdown

6.28

4.07

+2.22

Martin ratioReturn relative to average drawdown

20.93

15.74

+5.19

FINN.NEO vs. DXUV - Sharpe Ratio Comparison

The current FINN.NEO Sharpe Ratio is 3.36, which is higher than the DXUV Sharpe Ratio of 2.32. The chart below compares the historical Sharpe Ratios of FINN.NEO and DXUV, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


Loading charts...

Sharpe Ratios by Period


FINN.NEODXUVDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

3.36

2.32

+1.04

Sharpe Ratio (All Time)

Calculated using the full available price history

2.12

1.16

+0.96

Drawdowns

FINN.NEO vs. DXUV - Drawdown Comparison

The maximum FINN.NEO drawdown since its inception was -25.66%, which is greater than DXUV's maximum drawdown of -20.95%. Use the drawdown chart below to compare losses from any high point for FINN.NEO and DXUV.


Loading charts...

Drawdown Indicators


FINN.NEODXUVDifference

Max Drawdown

Largest peak-to-trough decline

-25.66%

-20.95%

-4.71%

Max Drawdown (1Y)

Largest decline over 1 year

-11.94%

-7.16%

-4.78%

Max Drawdown (3Y)

Largest decline over 3 years

-25.66%

Current Drawdown

Current decline from peak

-0.75%

-0.25%

-0.50%

Average Drawdown

Average peak-to-trough decline

-4.02%

-3.40%

-0.62%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.58%

1.85%

+1.73%

Volatility

FINN.NEO vs. DXUV - Volatility Comparison

Fidelity Global Innovators ETF (FINN.NEO) has a higher volatility of 7.79% compared to Dimensional US Vector Equity ETF (DXUV) at 2.92%. This indicates that FINN.NEO's price experiences larger fluctuations and is considered to be riskier than DXUV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


Loading charts...

Volatility by Period


FINN.NEODXUVDifference

Volatility (1M)

Calculated over the trailing 1-month period

7.79%

2.92%

+4.87%

Volatility (6M)

Calculated over the trailing 6-month period

17.72%

9.10%

+8.62%

Volatility (1Y)

Calculated over the trailing 1-year period

22.38%

12.59%

+9.79%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

22.28%

17.13%

+5.15%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

22.28%

17.13%

+5.15%

FINN.NEO vs. DXUV - Expense Ratio Comparison

FINN.NEO has a 1.13% expense ratio, which is higher than DXUV's 0.25% expense ratio.


Dividends

FINN.NEO vs. DXUV - Dividend Comparison

FINN.NEO has not paid dividends to shareholders, while DXUV's dividend yield for the trailing twelve months is around 0.96%.


PositionTTM20252024
DXUV
Dimensional US Vector Equity ETF
0.96%1.01%0.37%
FINN.NEO
Fidelity Global Innovators ETF
0.00%0.00%0.00%

Frequently Asked Questions


FINN.NEO and DXUV have a correlation of 0.57, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, DXUV is cheaper at 0.25% per year. The better choice depends on whether you care most about return, fees, risk, or income.

DXUV is cheaper with a 0.25% expense ratio, compared with 1.13% for FINN.NEO.

FINN.NEO is categorized as Technology Equities, while DXUV is Mid Cap Value Equities. They also come from different issuers: Fidelity and Dimensional. Their fees differ too: 1.13% for FINN.NEO and 0.25% for DXUV.

Portfolio Optimizer

Find the right allocation for FINN.NEO and DXUV

Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

Open Portfolio Optimizer