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.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FSCOX or IHDG.
Correlation
The correlation between FSCOX and IHDG is 0.71, 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
FSCOX vs. IHDG - Performance Comparison
Key characteristics
FSCOX:
0.34
IHDG:
-0.35
FSCOX:
0.57
IHDG:
-0.39
FSCOX:
1.08
IHDG:
0.95
FSCOX:
0.15
IHDG:
-0.31
FSCOX:
1.09
IHDG:
-1.21
FSCOX:
5.10%
IHDG:
4.88%
FSCOX:
16.53%
IHDG:
16.91%
FSCOX:
-72.13%
IHDG:
-29.24%
FSCOX:
-29.81%
IHDG:
-13.60%
Returns By Period
In the year-to-date period, FSCOX achieves a 4.70% return, which is significantly higher than IHDG's -5.57% return. Over the past 10 years, FSCOX has underperformed IHDG with an annualized return of 3.91%, while IHDG has yielded a comparatively higher 7.07% annualized return.
FSCOX
4.70%
-1.68%
-2.97%
5.93%
4.18%
3.91%
IHDG
-5.57%
-9.42%
-9.02%
-5.14%
9.30%
7.07%
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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.
Risk-Adjusted Performance
FSCOX vs. IHDG — Risk-Adjusted Performance Rank
FSCOX
IHDG
FSCOX vs. IHDG - Risk-Adjusted Performance 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.
Dividends
FSCOX vs. IHDG - Dividend Comparison
FSCOX's dividend yield for the trailing twelve months is around 1.48%, less than IHDG's 2.03% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FSCOX Fidelity International Small Cap Opportunities Fund | 1.48% | 1.55% | 0.93% | 0.02% | 0.13% | 0.00% | 0.84% | 1.05% | 0.77% | 1.15% | 1.47% | 1.47% |
IHDG WisdomTree International Hedged Dividend Growth Fund | 2.03% | 2.42% | 1.70% | 13.79% | 2.77% | 1.95% | 1.99% | 0.22% | 1.28% | 1.91% | 3.04% | 3.86% |
Drawdowns
FSCOX vs. IHDG - Drawdown Comparison
The maximum FSCOX drawdown since its inception was -72.13%, 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. For additional features, visit the drawdowns tool.
Volatility
FSCOX vs. IHDG - Volatility Comparison
The current volatility for Fidelity International Small Cap Opportunities Fund (FSCOX) is 9.24%, while WisdomTree International Hedged Dividend Growth Fund (IHDG) has a volatility of 11.62%. This indicates that FSCOX experiences smaller price fluctuations and is considered to be less risky than IHDG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.