FSTSX vs. ISCF
Compare and contrast key facts about Fidelity Series International Small Cap Fund (FSTSX) and iShares MSCI Intl Small-Cap Multifactor ETF (ISCF).
FSTSX is managed by Fidelity. It was launched on Dec 3, 2009. ISCF is a passively managed fund by iShares that tracks the performance of the MSCI World exUSA SmallCap Diversified Multi-Factor. It was launched on Apr 28, 2015.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FSTSX or ISCF.
Correlation
The correlation between FSTSX and ISCF is 0.66, 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
FSTSX vs. ISCF - Performance Comparison
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Key characteristics
FSTSX:
0.39
ISCF:
0.76
FSTSX:
0.67
ISCF:
1.22
FSTSX:
1.10
ISCF:
1.16
FSTSX:
0.22
ISCF:
1.06
FSTSX:
1.22
ISCF:
3.47
FSTSX:
6.10%
ISCF:
4.05%
FSTSX:
17.22%
ISCF:
17.75%
FSTSX:
-45.09%
ISCF:
-40.79%
FSTSX:
-21.44%
ISCF:
0.00%
Returns By Period
The year-to-date returns for both investments are quite close, with FSTSX having a 11.48% return and ISCF slightly higher at 11.93%. Over the past 10 years, FSTSX has underperformed ISCF with an annualized return of 3.31%, while ISCF has yielded a comparatively higher 7.01% annualized return.
FSTSX
11.48%
11.48%
2.57%
6.80%
5.88%
3.31%
ISCF
11.93%
12.71%
9.69%
13.49%
10.91%
7.01%
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FSTSX vs. ISCF - Expense Ratio Comparison
FSTSX has a 0.03% expense ratio, which is lower than ISCF's 0.40% expense ratio.
Risk-Adjusted Performance
FSTSX vs. ISCF — Risk-Adjusted Performance Rank
FSTSX
ISCF
FSTSX vs. ISCF - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Series International Small Cap Fund (FSTSX) and iShares MSCI Intl Small-Cap Multifactor ETF (ISCF). 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.
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Dividends
FSTSX vs. ISCF - Dividend Comparison
FSTSX's dividend yield for the trailing twelve months is around 3.04%, less than ISCF's 3.84% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FSTSX Fidelity Series International Small Cap Fund | 3.04% | 3.39% | 2.18% | 1.44% | 2.22% | 0.81% | 2.09% | 2.59% | 1.59% | 1.08% | 8.29% | 3.25% |
ISCF iShares MSCI Intl Small-Cap Multifactor ETF | 3.84% | 4.29% | 3.94% | 2.73% | 3.93% | 2.31% | 2.87% | 2.13% | 1.98% | 2.89% | 1.46% | 0.00% |
Drawdowns
FSTSX vs. ISCF - Drawdown Comparison
The maximum FSTSX drawdown since its inception was -45.09%, which is greater than ISCF's maximum drawdown of -40.79%. Use the drawdown chart below to compare losses from any high point for FSTSX and ISCF. For additional features, visit the drawdowns tool.
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Volatility
FSTSX vs. ISCF - Volatility Comparison
The current volatility for Fidelity Series International Small Cap Fund (FSTSX) is 2.98%, while iShares MSCI Intl Small-Cap Multifactor ETF (ISCF) has a volatility of 4.46%. This indicates that FSTSX experiences smaller price fluctuations and is considered to be less risky than ISCF based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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