FIVFX vs. IEFA
Compare and contrast key facts about Fidelity International Capital Appreciation Fund (FIVFX) and iShares Core MSCI EAFE ETF (IEFA).
FIVFX is managed by Fidelity. It was launched on Nov 1, 1994. IEFA is a passively managed fund by iShares that tracks the performance of the MSCI EAFE 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: FIVFX or IEFA.
Correlation
The correlation between FIVFX and IEFA is 0.80, 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
FIVFX vs. IEFA - Performance Comparison
Key characteristics
FIVFX:
0.31
IEFA:
0.66
FIVFX:
0.58
IEFA:
1.05
FIVFX:
1.08
IEFA:
1.14
FIVFX:
0.32
IEFA:
0.84
FIVFX:
1.18
IEFA:
2.47
FIVFX:
5.36%
IEFA:
4.70%
FIVFX:
20.17%
IEFA:
17.63%
FIVFX:
-66.30%
IEFA:
-34.79%
FIVFX:
-6.70%
IEFA:
-0.72%
Returns By Period
In the year-to-date period, FIVFX achieves a 6.28% return, which is significantly lower than IEFA's 11.10% return. Over the past 10 years, FIVFX has outperformed IEFA with an annualized return of 5.89%, while IEFA has yielded a comparatively lower 5.49% annualized return.
FIVFX
6.28%
1.49%
0.39%
6.02%
8.04%
5.89%
IEFA
11.10%
1.27%
6.59%
11.54%
11.61%
5.49%
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FIVFX vs. IEFA - Expense Ratio Comparison
FIVFX has a 1.00% expense ratio, which is higher than IEFA's 0.07% expense ratio.
Risk-Adjusted Performance
FIVFX vs. IEFA — Risk-Adjusted Performance Rank
FIVFX
IEFA
FIVFX vs. IEFA - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity International Capital Appreciation Fund (FIVFX) and iShares Core MSCI EAFE ETF (IEFA). 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
FIVFX vs. IEFA - Dividend Comparison
FIVFX's dividend yield for the trailing twelve months is around 0.73%, less than IEFA's 3.12% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FIVFX Fidelity International Capital Appreciation Fund | 0.73% | 0.78% | 0.38% | 0.05% | 0.00% | 0.17% | 0.58% | 0.47% | 0.33% | 0.68% | 1.98% | 6.09% |
IEFA iShares Core MSCI EAFE ETF | 3.12% | 3.47% | 3.20% | 2.70% | 3.32% | 1.90% | 3.18% | 3.46% | 2.57% | 2.96% | 2.63% | 3.10% |
Drawdowns
FIVFX vs. IEFA - Drawdown Comparison
The maximum FIVFX drawdown since its inception was -66.30%, which is greater than IEFA's maximum drawdown of -34.79%. Use the drawdown chart below to compare losses from any high point for FIVFX and IEFA. For additional features, visit the drawdowns tool.
Volatility
FIVFX vs. IEFA - Volatility Comparison
Fidelity International Capital Appreciation Fund (FIVFX) has a higher volatility of 13.46% compared to iShares Core MSCI EAFE ETF (IEFA) at 11.85%. This indicates that FIVFX's price experiences larger fluctuations and is considered to be riskier than IEFA based on this measure. The chart below showcases a comparison of their rolling one-month volatility.