PortfoliosLab logoPortfoliosLab logo
FIVA vs. FIDI
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

FIVA vs. FIDI - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Fidelity International Value Factor ETF (FIVA) and Fidelity International High Dividend ETF (FIDI). The values are adjusted to include any dividend payments, if applicable.

Loading graphics...

FIVA vs. FIDI - Yearly Performance Comparison


2026 (YTD)20252024202320222021202020192018
FIVA
Fidelity International Value Factor ETF
2.60%45.83%2.53%20.38%-10.37%15.90%-1.78%19.78%-19.20%
FIDI
Fidelity International High Dividend ETF
7.58%39.34%-0.06%16.28%-4.73%16.87%-11.68%15.47%-20.16%

Returns By Period

In the year-to-date period, FIVA achieves a 2.60% return, which is significantly lower than FIDI's 7.58% return.


FIVA

1D
3.02%
1M
-7.75%
YTD
2.60%
6M
12.75%
1Y
34.67%
3Y*
19.41%
5Y*
11.95%
10Y*

FIDI

1D
1.83%
1M
-3.32%
YTD
7.58%
6M
15.05%
1Y
34.89%
3Y*
18.95%
5Y*
11.68%
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


FIVA vs. FIDI - Expense Ratio Comparison

Both FIVA and FIDI have an expense ratio of 0.39%.


Return for Risk

FIVA vs. FIDI — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

FIVA
FIVA Risk / Return Rank: 9191
Overall Rank
FIVA Sharpe Ratio Rank: 9191
Sharpe Ratio Rank
FIVA Sortino Ratio Rank: 9292
Sortino Ratio Rank
FIVA Omega Ratio Rank: 9292
Omega Ratio Rank
FIVA Calmar Ratio Rank: 8989
Calmar Ratio Rank
FIVA Martin Ratio Rank: 9090
Martin Ratio Rank

FIDI
FIDI Risk / Return Rank: 9595
Overall Rank
FIDI Sharpe Ratio Rank: 9595
Sharpe Ratio Rank
FIDI Sortino Ratio Rank: 9595
Sortino Ratio Rank
FIDI Omega Ratio Rank: 9696
Omega Ratio Rank
FIDI Calmar Ratio Rank: 9393
Calmar Ratio Rank
FIDI Martin Ratio Rank: 9696
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

FIVA vs. FIDI - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Fidelity International Value Factor ETF (FIVA) and Fidelity International High Dividend ETF (FIDI). 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.


FIVAFIDIDifference

Sharpe ratio

Return per unit of total volatility

2.01

2.35

-0.34

Sortino ratio

Return per unit of downside risk

2.69

3.06

-0.37

Omega ratio

Gain probability vs. loss probability

1.39

1.47

-0.08

Calmar ratio

Return relative to maximum drawdown

2.86

3.42

-0.56

Martin ratio

Return relative to average drawdown

11.23

15.86

-4.63

FIVA vs. FIDI - Sharpe Ratio Comparison

The current FIVA Sharpe Ratio is 2.01, which is comparable to the FIDI Sharpe Ratio of 2.35. The chart below compares the historical Sharpe Ratios of FIVA and FIDI, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Loading graphics...

Sharpe Ratios by Period


FIVAFIDIDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

2.01

2.35

-0.34

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.75

0.79

-0.04

Sharpe Ratio (All Time)

Calculated using the full available price history

0.43

0.31

+0.12

Correlation

The correlation between FIVA and FIDI is 0.89, 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

FIVA vs. FIDI - Dividend Comparison

FIVA's dividend yield for the trailing twelve months is around 2.78%, less than FIDI's 4.18% yield.


TTM20252024202320222021202020192018
FIVA
Fidelity International Value Factor ETF
2.78%2.68%3.52%3.63%3.62%3.76%2.46%3.61%3.28%
FIDI
Fidelity International High Dividend ETF
4.18%4.33%5.72%4.80%5.09%4.00%3.36%4.26%4.37%

Drawdowns

FIVA vs. FIDI - Drawdown Comparison

The maximum FIVA drawdown since its inception was -39.76%, smaller than the maximum FIDI drawdown of -46.34%. Use the drawdown chart below to compare losses from any high point for FIVA and FIDI.


Loading graphics...

Drawdown Indicators


FIVAFIDIDifference

Max Drawdown

Largest peak-to-trough decline

-39.76%

-46.34%

+6.58%

Max Drawdown (1Y)

Largest decline over 1 year

-11.71%

-9.92%

-1.79%

Max Drawdown (5Y)

Largest decline over 5 years

-28.70%

-26.05%

-2.65%

Current Drawdown

Current decline from peak

-8.01%

-3.35%

-4.66%

Average Drawdown

Average peak-to-trough decline

-7.89%

-9.97%

+2.08%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.98%

2.14%

+0.84%

Volatility

FIVA vs. FIDI - Volatility Comparison

Fidelity International Value Factor ETF (FIVA) has a higher volatility of 7.45% compared to Fidelity International High Dividend ETF (FIDI) at 5.52%. This indicates that FIVA's price experiences larger fluctuations and is considered to be riskier than FIDI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


Loading graphics...

Volatility by Period


FIVAFIDIDifference

Volatility (1M)

Calculated over the trailing 1-month period

7.45%

5.52%

+1.93%

Volatility (6M)

Calculated over the trailing 6-month period

11.09%

8.81%

+2.28%

Volatility (1Y)

Calculated over the trailing 1-year period

17.32%

14.93%

+2.39%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

16.09%

14.83%

+1.26%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

17.88%

18.85%

-0.97%