FSKLX vs. LVHI
Compare and contrast key facts about Fidelity SAI International Low Volatility Index Fund (FSKLX) and Legg Mason International Low Volatility High Dividend ETF (LVHI).
FSKLX is managed by Fidelity. It was launched on May 29, 2015. LVHI is a passively managed fund by Franklin Templeton that tracks the performance of the QS International Low Volatility High Dividend Hedged Index. It was launched on Jul 27, 2016.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FSKLX or LVHI.
Correlation
The correlation between FSKLX and LVHI is 0.62, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
FSKLX vs. LVHI - Performance Comparison
Key characteristics
FSKLX:
1.10
LVHI:
0.92
FSKLX:
1.54
LVHI:
1.27
FSKLX:
1.21
LVHI:
1.20
FSKLX:
1.12
LVHI:
1.05
FSKLX:
2.64
LVHI:
5.34
FSKLX:
4.93%
LVHI:
2.36%
FSKLX:
11.87%
LVHI:
13.70%
FSKLX:
-28.24%
LVHI:
-32.31%
FSKLX:
-0.41%
LVHI:
-3.26%
Returns By Period
In the year-to-date period, FSKLX achieves a 12.18% return, which is significantly higher than LVHI's 4.54% return.
FSKLX
12.18%
3.49%
6.87%
14.04%
7.09%
N/A
LVHI
4.54%
-2.93%
4.71%
12.71%
15.17%
N/A
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FSKLX vs. LVHI - Expense Ratio Comparison
FSKLX has a 0.17% expense ratio, which is lower than LVHI's 0.40% expense ratio.
Risk-Adjusted Performance
FSKLX vs. LVHI — Risk-Adjusted Performance Rank
FSKLX
LVHI
FSKLX vs. LVHI - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity SAI International Low Volatility Index Fund (FSKLX) and Legg Mason International Low Volatility High Dividend ETF (LVHI). 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
FSKLX vs. LVHI - Dividend Comparison
FSKLX's dividend yield for the trailing twelve months is around 1.87%, less than LVHI's 5.03% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
FSKLX Fidelity SAI International Low Volatility Index Fund | 1.87% | 2.09% | 2.31% | 2.01% | 2.42% | 1.32% | 1.94% | 2.38% | 1.69% | 2.36% | 1.10% |
LVHI Legg Mason International Low Volatility High Dividend ETF | 5.03% | 4.95% | 8.12% | 7.74% | 4.13% | 3.97% | 6.67% | 10.66% | 1.97% | 1.16% | 0.00% |
Drawdowns
FSKLX vs. LVHI - Drawdown Comparison
The maximum FSKLX drawdown since its inception was -28.24%, smaller than the maximum LVHI drawdown of -32.31%. Use the drawdown chart below to compare losses from any high point for FSKLX and LVHI. For additional features, visit the drawdowns tool.
Volatility
FSKLX vs. LVHI - Volatility Comparison
The current volatility for Fidelity SAI International Low Volatility Index Fund (FSKLX) is 7.20%, while Legg Mason International Low Volatility High Dividend ETF (LVHI) has a volatility of 10.20%. This indicates that FSKLX experiences smaller price fluctuations and is considered to be less risky than LVHI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.