FOPTX vs. FTISX
FOPTX (Fidelity Advisor International Small Cap Opportunities Fund Class M) and FTISX (Fidelity Advisor International Small Cap Fund Class M) are both Foreign Small & Mid Cap Equities funds from Fidelity. Over the past 10 years, FOPTX returned 8.48%/yr vs 8.34%/yr for FTISX. Their correlation of 0.91 suggests significant overlap in exposure. FOPTX charges 1.77%/yr vs 1.57%/yr for FTISX.
Performance
FOPTX vs. FTISX - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, FOPTX achieves a 7.41% return, which is significantly lower than FTISX's 9.95% return. Both investments have delivered pretty close results over the past 10 years, with FOPTX having a 8.48% annualized return and FTISX not far behind at 8.34%.
FOPTX
- 1D
- 0.54%
- 1M
- 2.74%
- YTD
- 7.41%
- 6M
- 9.93%
- 1Y
- 16.76%
- 3Y*
- 13.91%
- 5Y*
- 4.38%
- 10Y*
- 8.48%
FTISX
- 1D
- -0.38%
- 1M
- 3.39%
- YTD
- 9.95%
- 6M
- 11.86%
- 1Y
- 18.31%
- 3Y*
- 13.82%
- 5Y*
- 5.72%
- 10Y*
- 8.34%
FOPTX vs. FTISX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FOPTX Fidelity Advisor International Small Cap Opportunities Fund Class M | 7.41% | 24.34% | 3.53% | 16.38% | -29.35% | 17.07% | 18.89% | 28.31% | -14.58% | 34.48% |
FTISX Fidelity Advisor International Small Cap Fund Class M | 9.95% | 24.03% | -0.46% | 18.97% | -17.12% | 12.83% | 9.29% | 20.77% | -16.57% | 31.41% |
Correlation
The correlation between FOPTX and FTISX is 0.90, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.90 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.90 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.90 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.90 |
Correlation (All Time) Calculated using the full available price history since Aug 4, 2005 | 0.91 |
The correlation between FOPTX and FTISX has been stable across timeframes, ranging from 0.90 to 0.91 - a consistent structural relationship.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
FOPTX vs. FTISX — Risk / Return Rank
FOPTX
FTISX
FOPTX vs. FTISX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor International Small Cap Opportunities Fund Class M (FOPTX) and Fidelity Advisor International Small Cap Fund Class M (FTISX). 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.
| FOPTX | FTISX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.29 | ||
| Sortino ratioReturn per unit of downside risk | -0.39 | ||
| Omega ratioGain probability vs. loss probability | 1.22 | 1.28 | -0.06 |
| Calmar ratioReturn relative to maximum drawdown | 1.46 | 1.67 | -0.21 |
| Martin ratioReturn relative to average drawdown | 4.85 | 5.95 | -1.11 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading charts...
Sharpe Ratios by Period
| FOPTX | FTISX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.18 | 1.47 | -0.29 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.26 | 0.42 | -0.16 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.53 | 0.60 | -0.07 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.35 | 0.71 | -0.36 |
Drawdowns
FOPTX vs. FTISX - Drawdown Comparison
The maximum FOPTX drawdown since its inception was -72.84%, which is greater than FTISX's maximum drawdown of -61.12%. Use the drawdown chart below to compare losses from any high point for FOPTX and FTISX.
Loading charts...
Drawdown Indicators
| FOPTX | FTISX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -72.84% | -61.12% | -11.72% |
Max Drawdown (1Y)Largest decline over 1 year | -11.06% | -10.75% | -0.31% |
Max Drawdown (3Y)Largest decline over 3 years | -14.89% | -12.95% | -1.94% |
Max Drawdown (5Y)Largest decline over 5 years | -41.09% | -31.45% | -9.64% |
Max Drawdown (10Y)Largest decline over 10 years | -41.09% | -39.55% | -1.54% |
Current DrawdownCurrent decline from peak | -1.01% | -1.08% | +0.07% |
Average DrawdownAverage peak-to-trough decline | -19.42% | -10.98% | -8.44% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.33% | 3.01% | +0.32% |
Volatility
FOPTX vs. FTISX - Volatility Comparison
Fidelity Advisor International Small Cap Opportunities Fund Class M (FOPTX) has a higher volatility of 4.36% compared to Fidelity Advisor International Small Cap Fund Class M (FTISX) at 3.80%. This indicates that FOPTX's price experiences larger fluctuations and is considered to be riskier than FTISX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| FOPTX | FTISX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.36% | 3.80% | +0.56% |
Volatility (6M)Calculated over the trailing 6-month period | 10.87% | 10.14% | +0.73% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.72% | 12.23% | +1.49% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.74% | 13.57% | +3.17% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.10% | 14.05% | +2.05% |
FOPTX vs. FTISX - Expense Ratio Comparison
FOPTX has a 1.77% expense ratio, which is higher than FTISX's 1.57% expense ratio.
Dividends
FOPTX vs. FTISX - Dividend Comparison
FOPTX's dividend yield for the trailing twelve months is around 11.05%, more than FTISX's 2.97% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FOPTX Fidelity Advisor International Small Cap Opportunities Fund Class M | 11.05% | 11.87% | 6.04% | 3.23% | 6.62% | 8.95% | 0.00% | 0.57% | 2.33% | 1.28% | 0.66% | 0.48% |
FTISX Fidelity Advisor International Small Cap Fund Class M | 2.97% | 3.26% | 2.24% | 1.40% | 0.13% | 6.94% | 0.34% | 1.81% | 5.50% | 2.52% | 2.08% | 2.86% |
Frequently Asked Questions
With a correlation of 0.90, FOPTX and FTISX move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.
FOPTX has higher volatility (4.36%) compared to FTISX (3.80%). In terms of maximum drawdown, FOPTX dropped -72.84% vs FTISX's -61.12%.
FTISX currently has the higher Sharpe Ratio (1.47 vs 1.18), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
Find the right allocation for FOPTX and FTISX
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer