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.
Performance
FITHX vs. IXUS - Performance Comparison
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FITHX vs. IXUS - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FITHX Fidelity Advisor Freedom 2035 Fund Class I | -2.71% | 18.71% | 10.76% | 16.65% | -17.53% | 13.97% | 16.48% | 25.76% | -7.76% | 20.10% |
IXUS iShares Core MSCI Total International Stock ETF | 2.36% | 32.40% | 5.19% | 15.83% | -16.47% | 8.86% | 10.80% | 21.71% | -14.41% | 28.12% |
Returns By Period
In the year-to-date period, FITHX achieves a -2.71% return, which is significantly lower than IXUS's 2.36% return. Over the past 10 years, FITHX has outperformed IXUS with an annualized return of 9.46%, while IXUS has yielded a comparatively lower 8.90% annualized return.
FITHX
- 1D
- 0.00%
- 1M
- -7.29%
- YTD
- -2.71%
- 6M
- -0.28%
- 1Y
- 14.20%
- 3Y*
- 12.12%
- 5Y*
- 6.10%
- 10Y*
- 9.46%
IXUS
- 1D
- 3.46%
- 1M
- -7.87%
- YTD
- 2.36%
- 6M
- 6.89%
- 1Y
- 28.40%
- 3Y*
- 15.55%
- 5Y*
- 7.22%
- 10Y*
- 8.90%
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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.
Return for Risk
FITHX vs. IXUS — Risk / Return Rank
FITHX
IXUS
FITHX vs. IXUS - Risk-Adjusted Trends 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.
| FITHX | IXUS | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.19 | 1.64 | -0.45 |
Sortino ratioReturn per unit of downside risk | 1.70 | 2.27 | -0.58 |
Omega ratioGain probability vs. loss probability | 1.25 | 1.34 | -0.08 |
Calmar ratioReturn relative to maximum drawdown | 1.49 | 2.43 | -0.93 |
Martin ratioReturn relative to average drawdown | 6.57 | 9.39 | -2.81 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| FITHX | IXUS | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.19 | 1.64 | -0.45 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.50 | 0.45 | +0.04 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.70 | 0.53 | +0.17 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.44 | 0.45 | 0.00 |
Correlation
The correlation between FITHX and IXUS is 0.91, 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.
Dividends
FITHX vs. IXUS - Dividend Comparison
FITHX's dividend yield for the trailing twelve months is around 7.48%, more than IXUS's 3.16% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FITHX Fidelity Advisor Freedom 2035 Fund Class I | 7.48% | 7.28% | 1.92% | 1.51% | 9.95% | 9.48% | 6.16% | 7.35% | 11.94% | 4.16% | 4.86% | 5.38% |
IXUS iShares Core MSCI Total International Stock ETF | 3.16% | 3.24% | 3.33% | 3.13% | 2.48% | 3.12% | 1.85% | 3.09% | 3.00% | 2.41% | 2.58% | 2.81% |
Drawdowns
FITHX vs. IXUS - Drawdown Comparison
The maximum FITHX drawdown since its inception was -54.57%, 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.
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Drawdown Indicators
| FITHX | IXUS | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -54.57% | -36.22% | -18.35% |
Max Drawdown (1Y)Largest decline over 1 year | -8.72% | -11.36% | +2.64% |
Max Drawdown (5Y)Largest decline over 5 years | -25.91% | -30.04% | +4.13% |
Max Drawdown (10Y)Largest decline over 10 years | -29.21% | -36.22% | +7.01% |
Current DrawdownCurrent decline from peak | -7.56% | -8.29% | +0.73% |
Average DrawdownAverage peak-to-trough decline | -7.12% | -7.58% | +0.46% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.98% | 2.93% | -0.95% |
Volatility
FITHX vs. IXUS - Volatility Comparison
The current volatility for Fidelity Advisor Freedom 2035 Fund Class I (FITHX) is 4.36%, while iShares Core MSCI Total International Stock ETF (IXUS) has a volatility of 8.41%. 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.
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Volatility by Period
| FITHX | IXUS | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.36% | 8.41% | -4.05% |
Volatility (6M)Calculated over the trailing 6-month period | 7.06% | 11.58% | -4.52% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.92% | 17.37% | -5.45% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 12.29% | 15.96% | -3.67% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 13.61% | 16.98% | -3.37% |