FJSCX vs. PSI
Compare and contrast key facts about Fidelity Japan Smaller Companies Fund (FJSCX) and Invesco Semiconductors ETF (PSI).
FJSCX is managed by Fidelity. It was launched on Nov 1, 1995. PSI is a passively managed fund by Invesco that tracks the performance of the Dynamic Semiconductors Intellidex Index. It was launched on Jun 23, 2005.
Performance
FJSCX vs. PSI - Performance Comparison
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FJSCX vs. PSI - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FJSCX Fidelity Japan Smaller Companies Fund | 2.44% | 26.43% | 8.03% | 15.15% | -14.49% | -0.36% | 4.80% | 22.00% | -15.98% | 34.56% |
PSI Invesco Semiconductors ETF | 19.68% | 36.32% | 17.17% | 49.06% | -34.43% | 46.55% | 56.75% | 52.49% | -11.55% | 40.16% |
Returns By Period
In the year-to-date period, FJSCX achieves a 2.44% return, which is significantly lower than PSI's 19.68% return. Over the past 10 years, FJSCX has underperformed PSI with an annualized return of 7.96%, while PSI has yielded a comparatively higher 27.52% annualized return.
FJSCX
- 1D
- -0.75%
- 1M
- -12.79%
- YTD
- 2.44%
- 6M
- 3.83%
- 1Y
- 25.97%
- 3Y*
- 15.13%
- 5Y*
- 6.63%
- 10Y*
- 7.96%
PSI
- 1D
- 6.62%
- 1M
- -4.66%
- YTD
- 19.68%
- 6M
- 34.22%
- 1Y
- 99.43%
- 3Y*
- 32.09%
- 5Y*
- 17.89%
- 10Y*
- 27.52%
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FJSCX vs. PSI - Expense Ratio Comparison
FJSCX has a 0.91% expense ratio, which is higher than PSI's 0.56% expense ratio.
Return for Risk
FJSCX vs. PSI — Risk / Return Rank
FJSCX
PSI
FJSCX vs. PSI - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Japan Smaller Companies Fund (FJSCX) and Invesco Semiconductors ETF (PSI). 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.
| FJSCX | PSI | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.32 | 2.29 | -0.97 |
Sortino ratioReturn per unit of downside risk | 1.81 | 2.79 | -0.99 |
Omega ratioGain probability vs. loss probability | 1.24 | 1.39 | -0.15 |
Calmar ratioReturn relative to maximum drawdown | 1.80 | 5.26 | -3.46 |
Martin ratioReturn relative to average drawdown | 6.91 | 19.05 | -12.15 |
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
| FJSCX | PSI | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.32 | 2.29 | -0.97 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.39 | 0.48 | -0.09 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.51 | 0.80 | -0.29 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.29 | 0.50 | -0.21 |
Correlation
The correlation between FJSCX and PSI is 0.44, 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.
Dividends
FJSCX vs. PSI - Dividend Comparison
FJSCX's dividend yield for the trailing twelve months is around 17.20%, more than PSI's 0.08% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FJSCX Fidelity Japan Smaller Companies Fund | 17.20% | 17.62% | 4.54% | 2.82% | 0.05% | 12.01% | 1.59% | 7.13% | 5.55% | 3.91% | 2.83% | 1.43% |
PSI Invesco Semiconductors ETF | 0.08% | 0.10% | 0.15% | 0.40% | 0.61% | 0.14% | 0.21% | 0.52% | 0.83% | 0.21% | 0.68% | 0.16% |
Drawdowns
FJSCX vs. PSI - Drawdown Comparison
The maximum FJSCX drawdown since its inception was -71.42%, which is greater than PSI's maximum drawdown of -62.96%. Use the drawdown chart below to compare losses from any high point for FJSCX and PSI.
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Drawdown Indicators
| FJSCX | PSI | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -71.42% | -62.96% | -8.46% |
Max Drawdown (1Y)Largest decline over 1 year | -12.79% | -18.67% | +5.88% |
Max Drawdown (5Y)Largest decline over 5 years | -29.74% | -44.85% | +15.11% |
Max Drawdown (10Y)Largest decline over 10 years | -32.10% | -44.85% | +12.75% |
Current DrawdownCurrent decline from peak | -12.79% | -9.88% | -2.91% |
Average DrawdownAverage peak-to-trough decline | -26.78% | -16.05% | -10.73% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.34% | 5.15% | -1.81% |
Volatility
FJSCX vs. PSI - Volatility Comparison
The current volatility for Fidelity Japan Smaller Companies Fund (FJSCX) is 8.06%, while Invesco Semiconductors ETF (PSI) has a volatility of 16.03%. This indicates that FJSCX experiences smaller price fluctuations and is considered to be less risky than PSI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FJSCX | PSI | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.06% | 16.03% | -7.97% |
Volatility (6M)Calculated over the trailing 6-month period | 13.93% | 29.69% | -15.76% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.78% | 43.61% | -24.83% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.97% | 37.38% | -20.41% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.81% | 34.66% | -18.85% |