FIWCX vs. VGT
Compare and contrast key facts about Fidelity SAI International Value Index Fund (FIWCX) and Vanguard Information Technology ETF (VGT).
FIWCX is managed by Fidelity. It was launched on Dec 19, 2017. VGT is a passively managed fund by Vanguard that tracks the performance of the MSCI US Investable Market Information Technology 25/50 Index. It was launched on Jan 26, 2004.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FIWCX or VGT.
Correlation
The correlation between FIWCX and VGT is 0.57, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
FIWCX vs. VGT - Performance Comparison
Key characteristics
FIWCX:
0.04
VGT:
1.51
FIWCX:
0.14
VGT:
2.01
FIWCX:
1.02
VGT:
1.27
FIWCX:
0.04
VGT:
2.13
FIWCX:
0.15
VGT:
7.60
FIWCX:
3.73%
VGT:
4.26%
FIWCX:
13.55%
VGT:
21.41%
FIWCX:
-42.73%
VGT:
-54.63%
FIWCX:
-12.94%
VGT:
-3.01%
Returns By Period
In the year-to-date period, FIWCX achieves a -1.18% return, which is significantly lower than VGT's 30.53% return.
FIWCX
-1.18%
-6.59%
-5.82%
1.43%
3.91%
N/A
VGT
30.53%
2.66%
8.53%
32.39%
21.92%
20.71%
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FIWCX vs. VGT - Expense Ratio Comparison
FIWCX has a 0.17% expense ratio, which is higher than VGT's 0.10% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Risk-Adjusted Performance
FIWCX vs. VGT - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity SAI International Value Index Fund (FIWCX) and Vanguard Information Technology ETF (VGT). 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
FIWCX vs. VGT - Dividend Comparison
FIWCX has not paid dividends to shareholders, while VGT's dividend yield for the trailing twelve months is around 0.59%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FIWCX Fidelity SAI International Value Index Fund | 0.00% | 5.88% | 4.66% | 4.95% | 1.58% | 3.40% | 2.13% | 0.07% | 0.00% | 0.00% | 0.00% | 0.00% |
VGT Vanguard Information Technology ETF | 0.59% | 0.65% | 0.91% | 0.64% | 0.82% | 1.11% | 1.29% | 0.99% | 1.31% | 1.28% | 1.12% | 1.05% |
Drawdowns
FIWCX vs. VGT - Drawdown Comparison
The maximum FIWCX drawdown since its inception was -42.73%, smaller than the maximum VGT drawdown of -54.63%. Use the drawdown chart below to compare losses from any high point for FIWCX and VGT. For additional features, visit the drawdowns tool.
Volatility
FIWCX vs. VGT - Volatility Comparison
Fidelity SAI International Value Index Fund (FIWCX) and Vanguard Information Technology ETF (VGT) have volatilities of 5.46% and 5.49%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.