Correlation
The correlation between FUSIX and FZILX is 0.78, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
FUSIX vs. FZILX
Compare and contrast key facts about Strategic Advisers Fidelity International Fund (FUSIX) and Fidelity ZERO International Index Fund (FZILX).
FUSIX is managed by Fidelity. It was launched on Mar 8, 2007. FZILX is managed by Fidelity.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FUSIX or FZILX.
Performance
FUSIX vs. FZILX - Performance Comparison
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Key characteristics
FUSIX:
0.92
FZILX:
0.91
FUSIX:
1.23
FZILX:
1.21
FUSIX:
1.17
FZILX:
1.17
FUSIX:
1.02
FZILX:
0.97
FUSIX:
3.18
FZILX:
3.03
FUSIX:
4.44%
FZILX:
4.31%
FUSIX:
16.83%
FZILX:
16.13%
FUSIX:
-31.96%
FZILX:
-34.37%
FUSIX:
-0.50%
FZILX:
-0.54%
Returns By Period
In the year-to-date period, FUSIX achieves a 17.73% return, which is significantly higher than FZILX's 14.83% return.
FUSIX
17.73%
5.38%
14.47%
14.11%
11.68%
11.40%
6.72%
FZILX
14.83%
5.09%
11.85%
13.75%
9.88%
10.58%
N/A
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FUSIX vs. FZILX - Expense Ratio Comparison
FUSIX has a 0.54% expense ratio, which is higher than FZILX's 0.00% expense ratio.
Risk-Adjusted Performance
FUSIX vs. FZILX — Risk-Adjusted Performance Rank
FUSIX
FZILX
FUSIX vs. FZILX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Strategic Advisers Fidelity International Fund (FUSIX) and Fidelity ZERO International Index Fund (FZILX). 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
FUSIX vs. FZILX - Dividend Comparison
FUSIX's dividend yield for the trailing twelve months is around 2.87%, more than FZILX's 2.61% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FUSIX Strategic Advisers Fidelity International Fund | 2.87% | 3.40% | 2.43% | 4.71% | 5.83% | 1.25% | 3.05% | 3.87% | 2.03% | 1.78% | 1.46% | 1.27% |
FZILX Fidelity ZERO International Index Fund | 2.61% | 3.00% | 2.98% | 2.71% | 2.61% | 1.64% | 2.83% | 0.66% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
FUSIX vs. FZILX - Drawdown Comparison
The maximum FUSIX drawdown since its inception was -31.96%, smaller than the maximum FZILX drawdown of -34.37%. Use the drawdown chart below to compare losses from any high point for FUSIX and FZILX.
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Volatility
FUSIX vs. FZILX - Volatility Comparison
Strategic Advisers Fidelity International Fund (FUSIX) has a higher volatility of 2.98% compared to Fidelity ZERO International Index Fund (FZILX) at 2.79%. This indicates that FUSIX's price experiences larger fluctuations and is considered to be riskier than FZILX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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