FNIDX vs. DMXF

In the year-to-date period, FNIDX achieves a 8.85% return, which is significantly lower than DMXF's 10.48% return.

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FNIDX has a 0.20% expense ratio, which is higher than DMXF's 0.12% 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%.

This table presents a comparison of risk-adjusted performance metrics for Fidelity International Sustainability Index Fd (FNIDX) and iShares ESG Advanced MSCI EAFE ETF (DMXF). 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.

The current FNIDX Sharpe Ratio is 0.54, which is comparable to the DMXF Sharpe Ratio of 0.43. The chart below compares the historical Sharpe Ratios of FNIDX and DMXF, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

FNIDX's dividend yield for the trailing twelve months is around 2.15%, less than DMXF's 2.64% yield.

The maximum FNIDX drawdown since its inception was -33.17%, roughly equal to the maximum DMXF drawdown of -34.52%. Use the drawdown chart below to compare losses from any high point for FNIDX and DMXF. For additional features, visit the drawdowns tool.

Fidelity International Sustainability Index Fd (FNIDX) and iShares ESG Advanced MSCI EAFE ETF (DMXF) have volatilities of 4.44% and 4.63%, 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.