FOSKX vs. VWO
Compare and contrast key facts about Fidelity Overseas Fund Class K (FOSKX) and Vanguard FTSE Emerging Markets ETF (VWO).
FOSKX is managed by Fidelity. It was launched on May 9, 2008. VWO is a passively managed fund by Vanguard that tracks the performance of the FTSE Emerging Index. It was launched on Mar 4, 2005.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FOSKX or VWO.
Correlation
The correlation between FOSKX and VWO is 0.74, 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
FOSKX vs. VWO - Performance Comparison
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Key characteristics
FOSKX:
0.66
VWO:
0.55
FOSKX:
1.06
VWO:
0.92
FOSKX:
1.14
VWO:
1.12
FOSKX:
0.88
VWO:
0.54
FOSKX:
2.60
VWO:
1.77
FOSKX:
4.70%
VWO:
5.88%
FOSKX:
17.85%
VWO:
18.47%
FOSKX:
-59.28%
VWO:
-67.68%
FOSKX:
-0.30%
VWO:
-6.41%
Returns By Period
In the year-to-date period, FOSKX achieves a 13.34% return, which is significantly higher than VWO's 5.13% return. Over the past 10 years, FOSKX has outperformed VWO with an annualized return of 6.26%, while VWO has yielded a comparatively lower 3.62% annualized return.
FOSKX
13.34%
11.21%
8.70%
11.47%
10.32%
6.26%
VWO
5.13%
10.28%
1.34%
9.84%
8.26%
3.62%
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FOSKX vs. VWO - Expense Ratio Comparison
FOSKX has a 0.89% expense ratio, which is higher than VWO's 0.08% expense ratio.
Risk-Adjusted Performance
FOSKX vs. VWO — Risk-Adjusted Performance Rank
FOSKX
VWO
FOSKX vs. VWO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Overseas Fund Class K (FOSKX) and Vanguard FTSE Emerging Markets ETF (VWO). 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.
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Dividends
FOSKX vs. VWO - Dividend Comparison
FOSKX's dividend yield for the trailing twelve months is around 1.62%, less than VWO's 3.06% yield.
TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
FOSKX Fidelity Overseas Fund Class K | 1.62% | 1.84% | 1.13% | 0.88% | 4.64% | 0.62% | 1.44% | 6.08% | 1.19% | 2.09% | 1.17% | 1.90% |
VWO Vanguard FTSE Emerging Markets ETF | 3.06% | 3.20% | 3.52% | 4.11% | 2.63% | 1.91% | 3.24% | 2.88% | 2.30% | 2.52% | 3.26% | 2.86% |
Drawdowns
FOSKX vs. VWO - Drawdown Comparison
The maximum FOSKX drawdown since its inception was -59.28%, smaller than the maximum VWO drawdown of -67.68%. Use the drawdown chart below to compare losses from any high point for FOSKX and VWO. For additional features, visit the drawdowns tool.
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Volatility
FOSKX vs. VWO - Volatility Comparison
The current volatility for Fidelity Overseas Fund Class K (FOSKX) is 4.13%, while Vanguard FTSE Emerging Markets ETF (VWO) has a volatility of 5.03%. This indicates that FOSKX experiences smaller price fluctuations and is considered to be less risky than VWO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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