FITHX vs. IXUS
Compare and contrast key facts about Fidelity Advisor Freedom 2035 Fund Class I (FITHX) and iShares Core MSCI Total International Stock ETF (IXUS).
FITHX is managed by Fidelity. It was launched on Nov 6, 2003. IXUS is a passively managed fund by iShares that tracks the performance of the MSCI ACWI ex USA Investable Market Index. It was launched on Oct 18, 2012.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FITHX or IXUS.
Correlation
The correlation between FITHX and IXUS 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
FITHX vs. IXUS - Performance Comparison
Key characteristics
FITHX:
1.25
IXUS:
1.00
FITHX:
1.79
IXUS:
1.44
FITHX:
1.22
IXUS:
1.18
FITHX:
0.88
IXUS:
1.29
FITHX:
6.11
IXUS:
3.20
FITHX:
1.94%
IXUS:
3.92%
FITHX:
9.46%
IXUS:
12.64%
FITHX:
-52.70%
IXUS:
-36.22%
FITHX:
-2.94%
IXUS:
-1.53%
Returns By Period
In the year-to-date period, FITHX achieves a 4.64% return, which is significantly lower than IXUS's 7.33% return. Over the past 10 years, FITHX has underperformed IXUS with an annualized return of 3.14%, while IXUS has yielded a comparatively higher 5.30% annualized return.
FITHX
4.64%
1.81%
3.58%
12.24%
3.18%
3.14%
IXUS
7.33%
4.54%
3.57%
12.15%
6.07%
5.30%
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FITHX vs. IXUS - Expense Ratio Comparison
FITHX has a 0.71% expense ratio, which is higher than IXUS's 0.09% expense ratio.
Risk-Adjusted Performance
FITHX vs. IXUS — Risk-Adjusted Performance Rank
FITHX
IXUS
FITHX vs. IXUS - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Freedom 2035 Fund Class I (FITHX) and iShares Core MSCI Total International Stock ETF (IXUS). 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
FITHX vs. IXUS - Dividend Comparison
FITHX's dividend yield for the trailing twelve months is around 0.34%, less than IXUS's 3.10% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FITHX Fidelity Advisor Freedom 2035 Fund Class I | 0.34% | 0.36% | 1.48% | 2.18% | 2.13% | 0.92% | 1.37% | 2.00% | 1.17% | 1.44% | 4.13% | 8.99% |
IXUS iShares Core MSCI Total International Stock ETF | 3.10% | 3.33% | 3.13% | 2.48% | 3.12% | 1.85% | 3.09% | 3.00% | 2.40% | 2.58% | 2.81% | 2.95% |
Drawdowns
FITHX vs. IXUS - Drawdown Comparison
The maximum FITHX drawdown since its inception was -52.70%, which is greater than IXUS's maximum drawdown of -36.22%. Use the drawdown chart below to compare losses from any high point for FITHX and IXUS. For additional features, visit the drawdowns tool.
Volatility
FITHX vs. IXUS - Volatility Comparison
The current volatility for Fidelity Advisor Freedom 2035 Fund Class I (FITHX) is 2.31%, while iShares Core MSCI Total International Stock ETF (IXUS) has a volatility of 3.15%. This indicates that FITHX experiences smaller price fluctuations and is considered to be less risky than IXUS based on this measure. The chart below showcases a comparison of their rolling one-month volatility.