FSCOX vs. IHDG
Compare and contrast key facts about Fidelity International Small Cap Opportunities Fund (FSCOX) and WisdomTree International Hedged Dividend Growth Fund (IHDG).
FSCOX is managed by Fidelity. It was launched on Aug 2, 2005. IHDG is a passively managed fund by WisdomTree that tracks the performance of the WisdomTree International Hedged Dividend Growth Index. It was launched on May 7, 2014.
Performance
FSCOX vs. IHDG - Performance Comparison
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FSCOX vs. IHDG - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FSCOX Fidelity International Small Cap Opportunities Fund | -4.86% | 25.05% | 4.08% | 16.99% | -28.93% | 17.66% | 19.61% | 29.07% | -14.13% | 34.70% |
IHDG WisdomTree International Hedged Dividend Growth Fund | -0.97% | 14.17% | 5.97% | 20.00% | -11.53% | 19.75% | 10.51% | 33.42% | -12.03% | 21.93% |
Returns By Period
In the year-to-date period, FSCOX achieves a -4.86% return, which is significantly lower than IHDG's -0.97% return. Over the past 10 years, FSCOX has underperformed IHDG with an annualized return of 8.01%, while IHDG has yielded a comparatively higher 9.75% annualized return.
FSCOX
- 1D
- -0.24%
- 1M
- -11.02%
- YTD
- -4.86%
- 6M
- -3.43%
- 1Y
- 16.13%
- 3Y*
- 10.42%
- 5Y*
- 4.00%
- 10Y*
- 8.01%
IHDG
- 1D
- 2.29%
- 1M
- -6.77%
- YTD
- -0.97%
- 6M
- 4.74%
- 1Y
- 13.25%
- 3Y*
- 8.97%
- 5Y*
- 7.41%
- 10Y*
- 9.75%
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FSCOX vs. IHDG - Expense Ratio Comparison
FSCOX has a 1.23% expense ratio, which is higher than IHDG's 0.58% expense ratio.
Return for Risk
FSCOX vs. IHDG — Risk / Return Rank
FSCOX
IHDG
FSCOX vs. IHDG - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity International Small Cap Opportunities Fund (FSCOX) and WisdomTree International Hedged Dividend Growth Fund (IHDG). 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.
| FSCOX | IHDG | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.97 | 0.77 | +0.20 |
Sortino ratioReturn per unit of downside risk | 1.39 | 1.19 | +0.20 |
Omega ratioGain probability vs. loss probability | 1.19 | 1.17 | +0.02 |
Calmar ratioReturn relative to maximum drawdown | 1.20 | 1.08 | +0.12 |
Martin ratioReturn relative to average drawdown | 4.16 | 4.15 | 0.00 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| FSCOX | IHDG | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.97 | 0.77 | +0.20 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.24 | 0.51 | -0.27 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.50 | 0.62 | -0.12 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.35 | 0.57 | -0.22 |
Correlation
The correlation between FSCOX and IHDG is 0.70, 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.
Dividends
FSCOX vs. IHDG - Dividend Comparison
FSCOX's dividend yield for the trailing twelve months is around 12.67%, more than IHDG's 1.94% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FSCOX Fidelity International Small Cap Opportunities Fund | 12.67% | 12.05% | 6.41% | 3.73% | 6.40% | 8.83% | 0.00% | 1.09% | 2.99% | 1.31% | 1.43% | 0.47% |
IHDG WisdomTree International Hedged Dividend Growth Fund | 1.94% | 1.84% | 2.42% | 1.70% | 13.79% | 2.77% | 1.94% | 1.99% | 0.22% | 1.28% | 1.91% | 3.04% |
Drawdowns
FSCOX vs. IHDG - Drawdown Comparison
The maximum FSCOX drawdown since its inception was -72.65%, which is greater than IHDG's maximum drawdown of -29.24%. Use the drawdown chart below to compare losses from any high point for FSCOX and IHDG.
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Drawdown Indicators
| FSCOX | IHDG | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -72.65% | -29.24% | -43.41% |
Max Drawdown (1Y)Largest decline over 1 year | -11.02% | -11.38% | +0.36% |
Max Drawdown (5Y)Largest decline over 5 years | -40.75% | -19.52% | -21.23% |
Max Drawdown (10Y)Largest decline over 10 years | -40.75% | -29.24% | -11.51% |
Current DrawdownCurrent decline from peak | -11.02% | -7.26% | -3.76% |
Average DrawdownAverage peak-to-trough decline | -18.65% | -4.05% | -14.60% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.17% | 2.95% | +0.22% |
Volatility
FSCOX vs. IHDG - Volatility Comparison
Fidelity International Small Cap Opportunities Fund (FSCOX) and WisdomTree International Hedged Dividend Growth Fund (IHDG) have volatilities of 5.92% and 6.19%, 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.
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Volatility by Period
| FSCOX | IHDG | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.92% | 6.19% | -0.27% |
Volatility (6M)Calculated over the trailing 6-month period | 9.60% | 10.04% | -0.44% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.90% | 17.28% | -2.38% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.60% | 14.61% | +1.99% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.96% | 15.69% | +0.27% |