FOSFX vs. IXUS
Compare and contrast key facts about Fidelity Overseas Fund (FOSFX) and iShares Core MSCI Total International Stock ETF (IXUS).
FOSFX is managed by Fidelity. It was launched on Dec 4, 1984. IXUS is a passively managed fund by iShares that tracks the performance of the MSCI ACWI ex USA Investable Market Index. It was launched on Oct 18, 2012.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FOSFX or IXUS.
Key characteristics
| FOSFX | IXUS | |
|---|---|---|
| YTD Return | 12.19% | 11.27% |
| 1Y Return | 27.08% | 22.63% |
| 3Y Return (Ann) | 1.64% | 2.11% |
| 5Y Return (Ann) | 8.63% | 6.83% |
| 10Y Return (Ann) | 8.32% | 5.73% |
| Sharpe Ratio | 1.99 | 1.74 |
| Sortino Ratio | 2.80 | 2.47 |
| Omega Ratio | 1.35 | 1.31 |
| Calmar Ratio | 1.11 | 1.19 |
| Martin Ratio | 11.89 | 11.20 |
| Ulcer Index | 2.27% | 2.02% |
| Daily Std Dev | 13.56% | 12.96% |
| Max Drawdown | -62.54% | -36.23% |
| Current Drawdown | -3.73% | -2.96% |
Correlation
The correlation between FOSFX and IXUS is 0.89, 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
FOSFX vs. IXUS - Performance Comparison
In the year-to-date period, FOSFX achieves a 12.19% return, which is significantly higher than IXUS's 11.27% return. Over the past 10 years, FOSFX has outperformed IXUS with an annualized return of 8.32%, while IXUS has yielded a comparatively lower 5.73% annualized 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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FOSFX vs. IXUS - Expense Ratio Comparison
FOSFX has a 0.99% expense ratio, which is higher than IXUS's 0.09% expense ratio.
Risk-Adjusted Performance
FOSFX vs. IXUS - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Overseas Fund (FOSFX) and iShares Core MSCI Total International Stock ETF (IXUS). 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
FOSFX vs. IXUS - Dividend Comparison
FOSFX's dividend yield for the trailing twelve months is around 0.91%, less than IXUS's 2.90% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FOSFX Fidelity Overseas Fund | 0.91% | 1.02% | 0.77% | 4.54% | 0.53% | 1.35% | 5.92% | 1.09% | 1.96% | 1.06% | 1.76% | 2.98% |
IXUS iShares Core MSCI Total International Stock ETF | 2.90% | 3.13% | 2.48% | 3.11% | 1.85% | 3.09% | 3.00% | 2.40% | 2.57% | 2.80% | 2.95% | 2.07% |
Drawdowns
FOSFX vs. IXUS - Drawdown Comparison
The maximum FOSFX drawdown since its inception was -62.54%, which is greater than IXUS's maximum drawdown of -36.23%. Use the drawdown chart below to compare losses from any high point for FOSFX and IXUS. For additional features, visit the drawdowns tool.
Volatility
FOSFX vs. IXUS - Volatility Comparison
Fidelity Overseas Fund (FOSFX) has a higher volatility of 4.77% compared to iShares Core MSCI Total International Stock ETF (IXUS) at 4.43%. This indicates that FOSFX's price experiences larger fluctuations and is considered to be riskier than IXUS based on this measure. The chart below showcases a comparison of their rolling one-month volatility.