FOSFX vs. IXUS
FOSFX (Fidelity Overseas Fund) and IXUS (iShares Core MSCI Total International Stock ETF) are both Foreign Large Cap Equities funds. Over the past 10 years, FOSFX returned 8.74%/yr vs 9.46%/yr for IXUS. Their correlation of 0.90 means they have usually moved in the same direction. FOSFX charges 0.99%/yr vs 0.07%/yr for IXUS.
Performance
FOSFX vs. IXUS - Performance Comparison
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Returns By Period
In the year-to-date period, FOSFX achieves a 5.62% return, which is significantly lower than IXUS's 13.67% return. Over the past 10 years, FOSFX has underperformed IXUS with an annualized return of 8.74%, while IXUS has yielded a comparatively higher 9.46% annualized return.
FOSFX
- 1D
- 0.03%
- 1M
- -1.51%
- 6M
- 1.22%
- YTD
- 5.62%
- 1Y
- 10.24%
- 3Y*
- 12.01%
- 5Y*
- 4.88%
- 10Y*
- 8.74%
- ALL TIME*
- 8.59%
IXUS
- 1D
- 0.47%
- 1M
- 0.27%
- 6M
- 7.09%
- YTD
- 13.67%
- 1Y
- 28.38%
- 3Y*
- 18.30%
- 5Y*
- 8.65%
- 10Y*
- 9.46%
- ALL TIME*
- 7.92%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $150.58M | $145.58M | $174.65M |
FOSFX vs. IXUS - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FOSFX Fidelity Overseas Fund | 5.62% | 20.81% | 5.20% | 20.56% | -24.79% | 19.32% | 15.42% | 28.43% | -14.73% | 28.31% |
IXUS iShares Core MSCI Total International Stock ETF | 13.67% | 32.40% | 5.19% | 15.83% | -16.47% | 8.86% | 10.80% | 21.71% | -14.41% | 28.12% |
Correlation
The correlation between FOSFX and IXUS is 0.93, meaning they have usually moved in the same direction, including during past declines.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.93 |
Correlation (3Y) Balances recent behavior with more history. | 0.91 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.91 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.91 |
Correlation (All Time) Calculated using the full available price history since Oct 24, 2012 | 0.90 |
The correlation between FOSFX and IXUS has been stable across timeframes, ranging from 0.90 to 0.93 - a consistent structural relationship.
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Return for Risk
FOSFX vs. IXUS — Risk / Return Rank
FOSFX
IXUS
FOSFX vs. IXUS - Risk-Adjusted Trends 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| FOSFX | IXUS | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.17 | ||
| Sortino ratioReturn per unit of downside risk | -1.47 | ||
| Omega ratioGain probability vs. loss probability | 1.10 | 1.31 | -0.21 |
| Calmar ratioReturn relative to maximum drawdown | 0.75 | 2.51 | -1.76 |
| Martin ratioReturn relative to average drawdown | 2.54 | 9.23 | -6.69 |
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Drawdowns
FOSFX vs. IXUS - Drawdown Comparison
The maximum FOSFX drawdown since its inception was -63.51%, which is greater than IXUS's maximum drawdown of -36.22%. Use the drawdown chart below to compare losses from any high point for FOSFX and IXUS.
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Drawdown Indicators
| FOSFX | IXUS | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -63.51% | -36.22% | -27.29% |
Max Drawdown (1Y)Largest decline over 1 year | -12.36% | -11.36% | -1.00% |
Max Drawdown (3Y)Largest decline over 3 years | -13.91% | -13.75% | -0.16% |
Max Drawdown (5Y)Largest decline over 5 years | -36.51% | -30.03% | -6.48% |
Max Drawdown (10Y)Largest decline over 10 years | -36.51% | -36.22% | -0.29% |
Current DrawdownCurrent decline from peak | -3.57% | -2.27% | -1.30% |
Average DrawdownAverage peak-to-trough decline | -16.90% | -7.45% | -9.45% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.66% | 3.08% | +0.58% |
Volatility
FOSFX vs. IXUS - Volatility Comparison
Fidelity Overseas Fund (FOSFX) has a higher volatility of 6.05% compared to iShares Core MSCI Total International Stock ETF (IXUS) at 5.37%. 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.
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Volatility by Period
| FOSFX | IXUS | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.05% | 5.37% | +0.68% |
Volatility (6M)Calculated over the trailing 6-month period | 16.56% | 15.18% | +1.38% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.54% | 17.08% | +1.46% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.11% | 16.53% | +1.58% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.09% | 16.97% | +0.12% |
FOSFX vs. IXUS - Expense Ratio Comparison
FOSFX has a 0.99% expense ratio, which is higher than IXUS's 0.07% expense ratio.
Dividends
FOSFX vs. IXUS - Dividend Comparison
FOSFX's dividend yield for the trailing twelve months is around 4.61%, more than IXUS's 2.95% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FOSFX Fidelity Overseas Fund | 4.61% | 4.87% | 1.38% | 1.02% | 0.77% | 4.54% | 0.53% | 1.35% | 5.92% | 0.06% | 1.96% | 1.06% |
IXUS iShares Core MSCI Total International Stock ETF | 2.95% | 3.24% | 3.33% | 3.13% | 2.48% | 3.12% | 1.85% | 3.09% | 3.00% | 2.41% | 2.58% | 2.81% |
Frequently Asked Questions
With a correlation of 0.93, FOSFX and IXUS 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.
FOSFX has higher volatility (6.05%) compared to IXUS (5.37%). In terms of maximum drawdown, FOSFX dropped -63.51% vs IXUS's -36.22%.
IXUS currently has the higher Sharpe Ratio (1.67 vs 0.50), 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.
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