FSMOX vs. QGRO
Compare and contrast key facts about Fidelity SAI Investment Grade Securitized Fund (FSMOX) and American Century STOXX U.S. Quality Growth ETF (QGRO).
FSMOX is managed by Fidelity. It was launched on May 17, 2023. QGRO is a passively managed fund by American Century Investments that tracks the performance of the iSTOXX American Century USA Quality Growth (USD)(GR). It was launched on Sep 10, 2018.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FSMOX or QGRO.
Correlation
The correlation between FSMOX and QGRO is 0.22, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
FSMOX vs. QGRO - Performance Comparison
Key characteristics
FSMOX:
0.84
QGRO:
2.24
FSMOX:
1.24
QGRO:
2.96
FSMOX:
1.15
QGRO:
1.38
FSMOX:
0.97
QGRO:
3.84
FSMOX:
2.19
QGRO:
12.30
FSMOX:
2.29%
QGRO:
2.91%
FSMOX:
6.00%
QGRO:
15.98%
FSMOX:
-7.69%
QGRO:
-32.57%
FSMOX:
-2.75%
QGRO:
0.00%
Returns By Period
In the year-to-date period, FSMOX achieves a 1.05% return, which is significantly lower than QGRO's 9.63% return.
FSMOX
1.05%
1.26%
-0.54%
5.00%
N/A
N/A
QGRO
9.63%
6.12%
24.93%
35.12%
18.33%
N/A
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FSMOX vs. QGRO - Expense Ratio Comparison
FSMOX has a 0.33% expense ratio, which is higher than QGRO's 0.29% expense ratio.
Risk-Adjusted Performance
FSMOX vs. QGRO — Risk-Adjusted Performance Rank
FSMOX
QGRO
FSMOX vs. QGRO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity SAI Investment Grade Securitized Fund (FSMOX) and American Century STOXX U.S. Quality Growth ETF (QGRO). 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
FSMOX vs. QGRO - Dividend Comparison
FSMOX's dividend yield for the trailing twelve months is around 5.01%, more than QGRO's 0.23% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|
FSMOX Fidelity SAI Investment Grade Securitized Fund | 5.01% | 5.06% | 2.77% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
QGRO American Century STOXX U.S. Quality Growth ETF | 0.23% | 0.25% | 0.41% | 0.46% | 0.31% | 0.22% | 0.38% | 0.13% |
Drawdowns
FSMOX vs. QGRO - Drawdown Comparison
The maximum FSMOX drawdown since its inception was -7.69%, smaller than the maximum QGRO drawdown of -32.57%. Use the drawdown chart below to compare losses from any high point for FSMOX and QGRO. For additional features, visit the drawdowns tool.
Volatility
FSMOX vs. QGRO - Volatility Comparison
The current volatility for Fidelity SAI Investment Grade Securitized Fund (FSMOX) is 1.37%, while American Century STOXX U.S. Quality Growth ETF (QGRO) has a volatility of 3.91%. This indicates that FSMOX experiences smaller price fluctuations and is considered to be less risky than QGRO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.