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.
Performance
FIWCX vs. VGT - Performance Comparison
Returns By Period
In the year-to-date period, FIWCX achieves a 5.04% return, which is significantly lower than VGT's 27.28% return.
FIWCX
5.04%
-3.54%
-4.20%
10.62%
6.00%
N/A
VGT
27.28%
0.97%
13.82%
34.56%
22.52%
20.69%
Key characteristics
| FIWCX | VGT | |
|---|---|---|
| Sharpe Ratio | 0.65 | 1.59 |
| Sortino Ratio | 0.99 | 2.11 |
| Omega Ratio | 1.13 | 1.29 |
| Calmar Ratio | 1.10 | 2.20 |
| Martin Ratio | 2.96 | 7.89 |
| Ulcer Index | 3.35% | 4.24% |
| Daily Std Dev | 15.26% | 20.98% |
| Max Drawdown | -42.73% | -54.63% |
| Current Drawdown | -7.46% | -2.04% |
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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%.
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.
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's dividend yield for the trailing twelve months is around 5.60%, more than VGT's 0.61% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FIWCX Fidelity SAI International Value Index Fund | 5.60% | 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 | 0.61% | 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
The current volatility for Fidelity SAI International Value Index Fund (FIWCX) is 4.11%, while Vanguard Information Technology ETF (VGT) has a volatility of 6.62%. This indicates that FIWCX experiences smaller price fluctuations and is considered to be less risky than VGT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.