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 0.86, 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
FIREX vs. VNQI - Performance Comparison
Key characteristics
FIREX:
-0.46
VNQI:
0.25
FIREX:
-0.58
VNQI:
0.44
FIREX:
0.93
VNQI:
1.05
FIREX:
-0.14
VNQI:
0.12
FIREX:
-0.78
VNQI:
0.60
FIREX:
6.74%
VNQI:
5.79%
FIREX:
11.42%
VNQI:
13.84%
FIREX:
-74.26%
VNQI:
-38.35%
FIREX:
-36.78%
VNQI:
-24.26%
Returns By Period
In the year-to-date period, FIREX achieves a -0.68% return, which is significantly lower than VNQI's -0.63% return. Over the past 10 years, FIREX has outperformed VNQI with an annualized return of 0.86%, while VNQI has yielded a comparatively lower 0.66% annualized return.
FIREX
-0.68%
1.29%
-8.65%
-5.28%
-5.29%
0.86%
VNQI
-0.63%
0.98%
-2.45%
3.27%
-4.86%
0.66%
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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.
Dividends
FIREX vs. VNQI - Dividend Comparison
FIREX's dividend yield for the trailing twelve months is around 5.31%, more than VNQI's 5.19% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FIREX Fidelity International Real Estate Fund | 5.31% | 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 | 5.19% | 5.16% | 3.74% | 0.57% | 6.48% | 0.93% | 7.57% | 4.62% | 3.86% | 5.18% | 2.86% | 4.11% |
Drawdowns
FIREX vs. VNQI - Drawdown Comparison
The maximum FIREX drawdown since its inception was -74.26%, 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.
Volatility
FIREX vs. VNQI - Volatility Comparison
The current volatility for Fidelity International Real Estate Fund (FIREX) is 3.57%, while Vanguard Global ex-U.S. Real Estate ETF (VNQI) has a volatility of 4.37%. 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.