FUSIX vs. IEFA
Compare and contrast key facts about Strategic Advisers Fidelity International Fund (FUSIX) and iShares Core MSCI EAFE ETF (IEFA).
FUSIX is managed by Fidelity. It was launched on Mar 8, 2007. IEFA is a passively managed fund by iShares that tracks the performance of the MSCI EAFE Investable Market Index. It was launched on Oct 18, 2012.
Performance
FUSIX vs. IEFA - Performance Comparison
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FUSIX vs. IEFA - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FUSIX Strategic Advisers Fidelity International Fund | -2.06% | 31.20% | 5.62% | 18.15% | -17.74% | 12.47% | 13.24% | 25.60% | -14.52% | 27.73% |
IEFA iShares Core MSCI EAFE ETF | 1.20% | 32.08% | 3.26% | 17.95% | -15.24% | 11.63% | 8.18% | 22.64% | -14.14% | 26.57% |
Returns By Period
In the year-to-date period, FUSIX achieves a -2.06% return, which is significantly lower than IEFA's 1.20% return. Both investments have delivered pretty close results over the past 10 years, with FUSIX having a 8.81% annualized return and IEFA not far ahead at 8.86%.
FUSIX
- 1D
- -0.61%
- 1M
- -10.56%
- YTD
- -2.06%
- 6M
- 2.02%
- 1Y
- 19.40%
- 3Y*
- 13.92%
- 5Y*
- 7.48%
- 10Y*
- 8.81%
IEFA
- 1D
- 3.24%
- 1M
- -7.92%
- YTD
- 1.20%
- 6M
- 5.69%
- 1Y
- 24.17%
- 3Y*
- 14.50%
- 5Y*
- 7.80%
- 10Y*
- 8.86%
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FUSIX vs. IEFA - Expense Ratio Comparison
FUSIX has a 0.54% expense ratio, which is higher than IEFA's 0.07% expense ratio.
Return for Risk
FUSIX vs. IEFA — Risk / Return Rank
FUSIX
IEFA
FUSIX vs. IEFA - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Strategic Advisers Fidelity International Fund (FUSIX) 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.
| FUSIX | IEFA | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.09 | 1.38 | -0.29 |
Sortino ratioReturn per unit of downside risk | 1.59 | 1.97 | -0.37 |
Omega ratioGain probability vs. loss probability | 1.23 | 1.29 | -0.06 |
Calmar ratioReturn relative to maximum drawdown | 1.74 | 2.00 | -0.26 |
Martin ratioReturn relative to average drawdown | 7.85 | 7.79 | +0.06 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| FUSIX | IEFA | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.09 | 1.38 | -0.29 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.48 | 0.48 | 0.00 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.56 | 0.52 | +0.04 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.23 | 0.48 | -0.25 |
Correlation
The correlation between FUSIX and IEFA is 0.94, 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.
Dividends
FUSIX vs. IEFA - Dividend Comparison
FUSIX's dividend yield for the trailing twelve months is around 3.08%, less than IEFA's 3.51% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FUSIX Strategic Advisers Fidelity International Fund | 3.08% | 3.02% | 3.40% | 2.43% | 4.71% | 5.83% | 1.25% | 3.05% | 3.78% | 2.03% | 1.78% | 1.46% |
IEFA iShares Core MSCI EAFE ETF | 3.51% | 3.55% | 3.47% | 3.20% | 2.70% | 3.32% | 1.90% | 3.18% | 3.46% | 2.57% | 2.96% | 2.63% |
Drawdowns
FUSIX vs. IEFA - Drawdown Comparison
The maximum FUSIX drawdown since its inception was -64.42%, which is greater than IEFA's maximum drawdown of -34.78%. Use the drawdown chart below to compare losses from any high point for FUSIX and IEFA.
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Drawdown Indicators
| FUSIX | IEFA | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -64.42% | -34.78% | -29.64% |
Max Drawdown (1Y)Largest decline over 1 year | -10.78% | -11.50% | +0.72% |
Max Drawdown (5Y)Largest decline over 5 years | -31.34% | -30.41% | -0.93% |
Max Drawdown (10Y)Largest decline over 10 years | -31.96% | -34.78% | +2.82% |
Current DrawdownCurrent decline from peak | -10.77% | -8.15% | -2.62% |
Average DrawdownAverage peak-to-trough decline | -16.16% | -6.74% | -9.42% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.05% | 2.95% | +0.10% |
Volatility
FUSIX vs. IEFA - Volatility Comparison
The current volatility for Strategic Advisers Fidelity International Fund (FUSIX) is 6.00%, while iShares Core MSCI EAFE ETF (IEFA) has a volatility of 7.89%. This indicates that FUSIX experiences smaller price fluctuations and is considered to be less risky than IEFA based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FUSIX | IEFA | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.00% | 7.89% | -1.89% |
Volatility (6M)Calculated over the trailing 6-month period | 10.42% | 11.05% | -0.63% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.13% | 17.64% | +0.49% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.04% | 16.35% | -0.31% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.11% | 17.24% | -1.13% |