FIWCX vs. APHIX
Compare and contrast key facts about Fidelity SAI International Value Index Fund (FIWCX) and Artisan International Fund Institutional Class (APHIX).
FIWCX is managed by Fidelity. It was launched on Dec 19, 2017. APHIX is an actively managed fund by Artisan Partners. It was launched on Jul 1, 1997.
Performance
FIWCX vs. APHIX - Performance Comparison
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FIWCX vs. APHIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FIWCX Fidelity SAI International Value Index Fund | 7.07% | 43.38% | 4.94% | 18.99% | -5.96% | 13.88% | -3.94% | 17.30% | -16.13% | 0.77% |
APHIX Artisan International Fund Institutional Class | 4.92% | 36.49% | 10.89% | 14.52% | -19.35% | 9.10% | 7.84% | 29.43% | -10.81% | 0.72% |
Returns By Period
In the year-to-date period, FIWCX achieves a 7.07% return, which is significantly higher than APHIX's 4.92% return.
FIWCX
- 1D
- 1.43%
- 1M
- -0.52%
- YTD
- 7.07%
- 6M
- 15.17%
- 1Y
- 37.04%
- 3Y*
- 21.06%
- 5Y*
- 13.10%
- 10Y*
- —
APHIX
- 1D
- 1.09%
- 1M
- -6.52%
- YTD
- 4.92%
- 6M
- 6.74%
- 1Y
- 30.20%
- 3Y*
- 18.86%
- 5Y*
- 9.44%
- 10Y*
- 9.46%
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FIWCX vs. APHIX - Expense Ratio Comparison
FIWCX has a 0.17% expense ratio, which is lower than APHIX's 0.96% expense ratio.
Return for Risk
FIWCX vs. APHIX — Risk / Return Rank
FIWCX
APHIX
FIWCX vs. APHIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity SAI International Value Index Fund (FIWCX) and Artisan International Fund Institutional Class (APHIX). 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.
| FIWCX | APHIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.25 | 2.05 | +0.20 |
Sortino ratioReturn per unit of downside risk | 2.88 | 2.60 | +0.28 |
Omega ratioGain probability vs. loss probability | 1.43 | 1.39 | +0.04 |
Calmar ratioReturn relative to maximum drawdown | 3.19 | 2.82 | +0.37 |
Martin ratioReturn relative to average drawdown | 12.04 | 11.04 | +1.00 |
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
| FIWCX | APHIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.25 | 2.05 | +0.20 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.82 | 0.61 | +0.21 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.59 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.46 | 0.29 | +0.17 |
Correlation
The correlation between FIWCX and APHIX 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.
Dividends
FIWCX vs. APHIX - Dividend Comparison
FIWCX's dividend yield for the trailing twelve months is around 6.51%, less than APHIX's 21.57% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FIWCX Fidelity SAI International Value Index Fund | 6.51% | 6.97% | 4.26% | 5.88% | 4.66% | 8.74% | 1.58% | 3.40% | 2.18% | 0.07% | 0.00% | 0.00% |
APHIX Artisan International Fund Institutional Class | 21.57% | 22.63% | 10.37% | 2.10% | 2.84% | 23.52% | 3.45% | 5.44% | 10.02% | 0.91% | 1.50% | 0.73% |
Drawdowns
FIWCX vs. APHIX - Drawdown Comparison
The maximum FIWCX drawdown since its inception was -42.73%, smaller than the maximum APHIX drawdown of -68.47%. Use the drawdown chart below to compare losses from any high point for FIWCX and APHIX.
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Drawdown Indicators
| FIWCX | APHIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -42.73% | -68.47% | +25.74% |
Max Drawdown (1Y)Largest decline over 1 year | -11.13% | -9.77% | -1.36% |
Max Drawdown (5Y)Largest decline over 5 years | -28.49% | -33.73% | +5.24% |
Max Drawdown (10Y)Largest decline over 10 years | — | -33.73% | — |
Current DrawdownCurrent decline from peak | -5.60% | -8.79% | +3.19% |
Average DrawdownAverage peak-to-trough decline | -9.23% | -23.20% | +13.97% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.95% | 2.57% | +0.38% |
Volatility
FIWCX vs. APHIX - Volatility Comparison
Fidelity SAI International Value Index Fund (FIWCX) has a higher volatility of 6.83% compared to Artisan International Fund Institutional Class (APHIX) at 6.11%. This indicates that FIWCX's price experiences larger fluctuations and is considered to be riskier than APHIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FIWCX | APHIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.83% | 6.11% | +0.72% |
Volatility (6M)Calculated over the trailing 6-month period | 10.80% | 10.18% | +0.62% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.62% | 15.33% | +1.29% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.04% | 15.62% | +0.42% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.25% | 16.17% | +2.08% |