FNIDX vs. VSGX
Compare and contrast key facts about Fidelity International Sustainability Index Fd (FNIDX) and Vanguard ESG International Stock ETF (VSGX).
FNIDX is managed by Fidelity. It was launched on May 9, 2017. VSGX is a passively managed fund by Vanguard that tracks the performance of the FTSE Global All Cap ex US Choice Index.. It was launched on Sep 18, 2018.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FNIDX or VSGX.
Key characteristics
| FNIDX | VSGX | |
|---|---|---|
| YTD Return | 10.85% | 10.26% |
| 1Y Return | 18.29% | 18.35% |
| 3Y Return (Ann) | 0.74% | 0.65% |
| 5Y Return (Ann) | 6.30% | 6.37% |
| Sharpe Ratio | 1.31 | 1.35 |
| Daily Std Dev | 13.51% | 13.20% |
| Max Drawdown | -33.17% | -33.10% |
| Current Drawdown | -0.99% | -1.04% |
Correlation
The correlation between FNIDX and VSGX is 0.97, 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.
Performance
FNIDX vs. VSGX - Performance Comparison
In the year-to-date period, FNIDX achieves a 10.85% return, which is significantly higher than VSGX's 10.26% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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FNIDX vs. VSGX - Expense Ratio Comparison
FNIDX has a 0.20% expense ratio, which is higher than VSGX'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%.
Risk-Adjusted Performance
FNIDX vs. VSGX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity International Sustainability Index Fd (FNIDX) and Vanguard ESG International Stock ETF (VSGX). 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
FNIDX vs. VSGX - Dividend Comparison
FNIDX's dividend yield for the trailing twelve months is around 2.38%, which matches VSGX's 2.37% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|
FNIDX Fidelity International Sustainability Index Fd | 2.38% | 2.64% | 2.32% | 1.93% | 1.13% | 2.17% | 2.28% | 1.27% |
VSGX Vanguard ESG International Stock ETF | 2.37% | 2.77% | 2.61% | 2.49% | 1.67% | 2.28% | 0.38% | 0.00% |
Drawdowns
FNIDX vs. VSGX - Drawdown Comparison
The maximum FNIDX drawdown since its inception was -33.17%, roughly equal to the maximum VSGX drawdown of -33.10%. Use the drawdown chart below to compare losses from any high point for FNIDX and VSGX. For additional features, visit the drawdowns tool.
Volatility
FNIDX vs. VSGX - Volatility Comparison
Fidelity International Sustainability Index Fd (FNIDX) and Vanguard ESG International Stock ETF (VSGX) have volatilities of 4.06% and 4.10%, 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.