FINVX vs. VEA
Compare and contrast key facts about Fidelity Series International Value Fund (FINVX) and Vanguard FTSE Developed Markets ETF (VEA).
FINVX is managed by Fidelity. It was launched on Dec 3, 2009. VEA is a passively managed fund by Vanguard that tracks the performance of the MSCI EAFE Index. It was launched on Jul 20, 2007.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FINVX or VEA.
Performance
FINVX vs. VEA - Performance Comparison
Returns By Period
In the year-to-date period, FINVX achieves a 9.08% return, which is significantly higher than VEA's 4.73% return. Over the past 10 years, FINVX has outperformed VEA with an annualized return of 6.04%, while VEA has yielded a comparatively lower 5.23% annualized return.
FINVX
9.08%
-1.77%
-1.09%
15.40%
9.04%
6.04%
VEA
4.73%
-3.33%
-0.80%
11.43%
5.91%
5.23%
Key characteristics
| FINVX | VEA | |
|---|---|---|
| Sharpe Ratio | 1.17 | 0.91 |
| Sortino Ratio | 1.61 | 1.32 |
| Omega Ratio | 1.20 | 1.16 |
| Calmar Ratio | 1.82 | 1.36 |
| Martin Ratio | 5.79 | 4.25 |
| Ulcer Index | 2.66% | 2.74% |
| Daily Std Dev | 13.15% | 12.79% |
| Max Drawdown | -42.48% | -60.70% |
| Current Drawdown | -6.94% | -7.56% |
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FINVX vs. VEA - Expense Ratio Comparison
FINVX has a 0.01% expense ratio, which is lower than VEA's 0.05% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Correlation
The correlation between FINVX and VEA is 0.95, 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.
Risk-Adjusted Performance
FINVX vs. VEA - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Series International Value Fund (FINVX) and Vanguard FTSE Developed Markets ETF (VEA). 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
FINVX vs. VEA - Dividend Comparison
FINVX's dividend yield for the trailing twelve months is around 3.02%, which matches VEA's 3.05% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FINVX Fidelity Series International Value Fund | 3.02% | 3.29% | 3.33% | 5.02% | 2.83% | 3.68% | 4.05% | 2.90% | 2.43% | 2.14% | 12.37% | 4.61% |
VEA Vanguard FTSE Developed Markets ETF | 3.05% | 3.16% | 2.91% | 3.16% | 2.04% | 3.04% | 3.35% | 2.77% | 3.05% | 2.92% | 3.68% | 2.60% |
Drawdowns
FINVX vs. VEA - Drawdown Comparison
The maximum FINVX drawdown since its inception was -42.48%, smaller than the maximum VEA drawdown of -60.70%. Use the drawdown chart below to compare losses from any high point for FINVX and VEA. For additional features, visit the drawdowns tool.
Volatility
FINVX vs. VEA - Volatility Comparison
Fidelity Series International Value Fund (FINVX) and Vanguard FTSE Developed Markets ETF (VEA) have volatilities of 3.61% and 3.51%, 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.