FSOSX vs. IEFA

The year-to-date returns for both investments are quite close, with FSOSX having a 14.06% return and IEFA slightly higher at 14.26%.

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FSOSX has a 0.01% expense ratio, which is lower than IEFA's 0.07% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.

This table presents a comparison of risk-adjusted performance metrics for Fidelity Series Overseas Fund (FSOSX) and iShares Core MSCI EAFE ETF (IEFA). 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.

The current FSOSX Sharpe Ratio is 0.68, which is comparable to the IEFA Sharpe Ratio of 0.64. The chart below compares the historical Sharpe Ratios of FSOSX and IEFA, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

FSOSX's dividend yield for the trailing twelve months is around 1.98%, less than IEFA's 3.04% yield.

The maximum FSOSX drawdown since its inception was -36.47%, roughly equal to the maximum IEFA drawdown of -34.79%. Use the drawdown chart below to compare losses from any high point for FSOSX and IEFA. For additional features, visit the drawdowns tool.

Fidelity Series Overseas Fund (FSOSX) and iShares Core MSCI EAFE ETF (IEFA) have volatilities of 3.71% and 3.86%, 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.