FSISX vs. QUSIX
FSISX (Fidelity SAI International Small Cap Index Fund) and QUSIX (Pear Tree Polaris Foreign Value Small Cap Fund) are both Foreign Small & Mid Cap Equities funds. Over the past 5 years, FSISX returned 5.71%/yr vs 5.55%/yr for QUSIX. Their 0.75 correlation means they have sometimes moved together and sometimes differently. FSISX charges 0.10%/yr vs 1.05%/yr for QUSIX.
Performance
FSISX vs. QUSIX - Performance Comparison
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Returns By Period
In the year-to-date period, FSISX achieves a 10.59% return, which is significantly higher than QUSIX's 7.17% return.
FSISX
- 1D
- 2.13%
- 1M
- 1.59%
- 6M
- 5.03%
- YTD
- 10.59%
- 1Y
- 20.79%
- 3Y*
- 15.34%
- 5Y*
- 5.71%
- 10Y*
- —
- ALL TIME*
- 5.61%
QUSIX
- 1D
- 0.93%
- 1M
- 3.87%
- 6M
- 1.82%
- YTD
- 7.17%
- 1Y
- 11.45%
- 3Y*
- 11.61%
- 5Y*
- 5.55%
- 10Y*
- 8.26%
- ALL TIME*
- 11.22%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
FSISX vs. QUSIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
FSISX Fidelity SAI International Small Cap Index Fund | 10.59% | 32.61% | 1.74% | 13.23% | -21.18% | -0.40% |
QUSIX Pear Tree Polaris Foreign Value Small Cap Fund | 7.17% | 26.42% | -1.98% | 21.28% | -17.13% | -1.56% |
Correlation
The correlation between FSISX and QUSIX is 0.64, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.64 |
Correlation (3Y) Balances recent behavior with more history. | 0.72 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.75 |
Correlation (All Time) Calculated using the full available price history since May 27, 2021 | 0.75 |
The correlation between FSISX and QUSIX shifts across timeframes, from 0.64 (1 year) to 0.75 (5 years), reflecting how their relationship changes across market environments.
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Return for Risk
FSISX vs. QUSIX — Risk / Return Rank
FSISX
QUSIX
FSISX vs. QUSIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity SAI International Small Cap Index Fund (FSISX) and Pear Tree Polaris Foreign Value Small Cap Fund (QUSIX). 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.
| FSISX | QUSIX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.69 | ||
| Sortino ratioReturn per unit of downside risk | +0.90 | ||
| Omega ratioGain probability vs. loss probability | 1.27 | 1.15 | +0.12 |
| Calmar ratioReturn relative to maximum drawdown | 1.80 | 0.84 | +0.96 |
| Martin ratioReturn relative to average drawdown | 6.31 | 2.10 | +4.21 |
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Drawdowns
FSISX vs. QUSIX - Drawdown Comparison
The maximum FSISX drawdown since its inception was -36.84%, smaller than the maximum QUSIX drawdown of -42.87%. Use the drawdown chart below to compare losses from any high point for FSISX and QUSIX.
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Drawdown Indicators
| FSISX | QUSIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -36.84% | -42.87% | +6.03% |
Max Drawdown (1Y)Largest decline over 1 year | -11.73% | -12.09% | +0.36% |
Max Drawdown (3Y)Largest decline over 3 years | -14.32% | -14.33% | +0.01% |
Max Drawdown (5Y)Largest decline over 5 years | -36.84% | -32.21% | -4.63% |
Max Drawdown (10Y)Largest decline over 10 years | — | -42.87% | — |
Current DrawdownCurrent decline from peak | -1.03% | -2.15% | +1.12% |
Average DrawdownAverage peak-to-trough decline | -12.80% | -8.48% | -4.32% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.33% | 4.83% | -1.50% |
Volatility
FSISX vs. QUSIX - Volatility Comparison
Fidelity SAI International Small Cap Index Fund (FSISX) has a higher volatility of 4.39% compared to Pear Tree Polaris Foreign Value Small Cap Fund (QUSIX) at 2.92%. This indicates that FSISX's price experiences larger fluctuations and is considered to be riskier than QUSIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FSISX | QUSIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.39% | 2.92% | +1.47% |
Volatility (6M)Calculated over the trailing 6-month period | 11.84% | 10.68% | +1.16% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.24% | 12.83% | +1.41% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.98% | 14.37% | +1.61% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.86% | 14.08% | +1.78% |
FSISX vs. QUSIX - Expense Ratio Comparison
FSISX has a 0.10% expense ratio, which is lower than QUSIX's 1.05% expense ratio.
Dividends
FSISX vs. QUSIX - Dividend Comparison
FSISX's dividend yield for the trailing twelve months is around 3.34%, more than QUSIX's 2.73% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FSISX Fidelity SAI International Small Cap Index Fund | 3.34% | 3.70% | 3.33% | 3.13% | 3.02% | 1.30% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
QUSIX Pear Tree Polaris Foreign Value Small Cap Fund | 2.73% | 2.92% | 3.28% | 2.48% | 4.90% | 2.43% | 3.89% | 2.96% | 5.09% | 3.00% | 2.06% | 2.20% |
Frequently Asked Questions
FSISX and QUSIX have a correlation of 0.64, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
FSISX has higher volatility (4.39%) compared to QUSIX (2.92%). In terms of maximum drawdown, FSISX dropped -36.84% vs QUSIX's -42.87%.
FSISX currently has the higher Sharpe Ratio (1.49 vs 0.79), 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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