FIVQX vs. GSLC
Compare and contrast key facts about Fidelity Advisor International Value Fund Class I (FIVQX) and Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF (GSLC).
FIVQX is managed by Fidelity. It was launched on May 18, 2006. GSLC is a passively managed fund by Goldman Sachs that tracks the performance of the Goldman Sachs ActiveBeta U.S. Large Cap Equity Index. It was launched on Sep 17, 2015.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FIVQX or GSLC.
Correlation
The correlation between FIVQX and GSLC is 0.71, 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
FIVQX vs. GSLC - Performance Comparison
Key characteristics
FIVQX:
1.04
GSLC:
1.65
FIVQX:
1.45
GSLC:
2.24
FIVQX:
1.18
GSLC:
1.30
FIVQX:
1.37
GSLC:
2.52
FIVQX:
3.38
GSLC:
9.55
FIVQX:
4.10%
GSLC:
2.19%
FIVQX:
13.34%
GSLC:
12.73%
FIVQX:
-64.43%
GSLC:
-33.69%
FIVQX:
-2.89%
GSLC:
-1.42%
Returns By Period
In the year-to-date period, FIVQX achieves a 6.94% return, which is significantly higher than GSLC's 2.99% return.
FIVQX
6.94%
8.02%
3.65%
14.58%
8.20%
4.96%
GSLC
2.99%
3.61%
11.65%
22.64%
13.25%
N/A
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FIVQX vs. GSLC - Expense Ratio Comparison
FIVQX has a 1.05% expense ratio, which is higher than GSLC's 0.09% expense ratio.
Risk-Adjusted Performance
FIVQX vs. GSLC — Risk-Adjusted Performance Rank
FIVQX
GSLC
FIVQX vs. GSLC - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor International Value Fund Class I (FIVQX) and Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF (GSLC). 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
FIVQX vs. GSLC - Dividend Comparison
FIVQX's dividend yield for the trailing twelve months is around 2.68%, more than GSLC's 1.07% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FIVQX Fidelity Advisor International Value Fund Class I | 2.68% | 2.87% | 2.05% | 1.87% | 4.29% | 1.76% | 3.11% | 3.26% | 1.39% | 2.46% | 1.19% | 3.93% |
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF | 1.07% | 1.11% | 1.38% | 1.61% | 1.06% | 1.02% | 1.54% | 1.89% | 1.69% | 1.69% | 0.36% | 0.00% |
Drawdowns
FIVQX vs. GSLC - Drawdown Comparison
The maximum FIVQX drawdown since its inception was -64.43%, which is greater than GSLC's maximum drawdown of -33.69%. Use the drawdown chart below to compare losses from any high point for FIVQX and GSLC. For additional features, visit the drawdowns tool.
Volatility
FIVQX vs. GSLC - Volatility Comparison
Fidelity Advisor International Value Fund Class I (FIVQX) has a higher volatility of 3.37% compared to Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF (GSLC) at 3.18%. This indicates that FIVQX's price experiences larger fluctuations and is considered to be riskier than GSLC based on this measure. The chart below showcases a comparison of their rolling one-month volatility.