FIREX vs. VNQI
Compare and contrast key facts about Fidelity International Real Estate Fund (FIREX) and Vanguard Global ex-U.S. Real Estate ETF (VNQI).
FIREX is managed by Fidelity. It was launched on Sep 8, 2004. VNQI is a passively managed fund by Vanguard that tracks the performance of the S&P Global ex-U.S. Property Index. It was launched on Nov 1, 2010.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FIREX or VNQI.
Correlation
The correlation between FIREX and VNQI is 0.58, 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
FIREX vs. VNQI - Performance Comparison
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Key characteristics
FIREX:
0.29
VNQI:
0.52
FIREX:
0.47
VNQI:
0.83
FIREX:
1.06
VNQI:
1.10
FIREX:
0.10
VNQI:
0.29
FIREX:
0.39
VNQI:
1.01
FIREX:
9.26%
VNQI:
7.83%
FIREX:
13.15%
VNQI:
15.26%
FIREX:
-71.40%
VNQI:
-38.35%
FIREX:
-25.85%
VNQI:
-16.51%
Returns By Period
In the year-to-date period, FIREX achieves a 10.36% return, which is significantly higher than VNQI's 9.53% return. Over the past 10 years, FIREX has outperformed VNQI with an annualized return of 2.52%, while VNQI has yielded a comparatively lower 1.02% annualized return.
FIREX
10.36%
8.53%
3.74%
3.97%
1.28%
2.52%
VNQI
9.53%
9.97%
4.86%
8.32%
2.63%
1.02%
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FIREX vs. VNQI - Expense Ratio Comparison
FIREX has a 0.95% expense ratio, which is higher than VNQI's 0.12% expense ratio.
Risk-Adjusted Performance
FIREX vs. VNQI — Risk-Adjusted Performance Rank
FIREX
VNQI
FIREX vs. VNQI - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity International Real Estate Fund (FIREX) and Vanguard Global ex-U.S. Real Estate ETF (VNQI). 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.
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Dividends
FIREX vs. VNQI - Dividend Comparison
FIREX's dividend yield for the trailing twelve months is around 4.78%, more than VNQI's 4.71% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FIREX Fidelity International Real Estate Fund | 4.78% | 5.27% | 1.86% | 0.44% | 3.76% | 1.77% | 2.18% | 1.72% | 2.09% | 1.55% | 4.16% | 6.23% |
VNQI Vanguard Global ex-U.S. Real Estate ETF | 4.71% | 5.16% | 3.74% | 0.57% | 6.48% | 0.93% | 7.58% | 4.62% | 3.86% | 5.18% | 2.86% | 4.11% |
Drawdowns
FIREX vs. VNQI - Drawdown Comparison
The maximum FIREX drawdown since its inception was -71.40%, which is greater than VNQI's maximum drawdown of -38.35%. Use the drawdown chart below to compare losses from any high point for FIREX and VNQI. For additional features, visit the drawdowns tool.
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Volatility
FIREX vs. VNQI - Volatility Comparison
The current volatility for Fidelity International Real Estate Fund (FIREX) is 3.66%, while Vanguard Global ex-U.S. Real Estate ETF (VNQI) has a volatility of 4.54%. This indicates that FIREX experiences smaller price fluctuations and is considered to be less risky than VNQI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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