FUSIX vs. SPY
Compare and contrast key facts about Strategic Advisers Fidelity International Fund (FUSIX) and SPDR S&P 500 ETF (SPY).
FUSIX is managed by Fidelity. It was launched on Mar 8, 2007. SPY is a passively managed fund by State Street that tracks the performance of the S&P 500 Index. It was launched on Jan 22, 1993.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FUSIX or SPY.
Correlation
The correlation between FUSIX and SPY is 0.80, 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.
Performance
FUSIX vs. SPY - Performance Comparison
Key characteristics
FUSIX:
1.09
SPY:
1.97
FUSIX:
1.54
SPY:
2.64
FUSIX:
1.19
SPY:
1.36
FUSIX:
1.32
SPY:
2.97
FUSIX:
3.29
SPY:
12.34
FUSIX:
4.21%
SPY:
2.03%
FUSIX:
12.73%
SPY:
12.68%
FUSIX:
-34.30%
SPY:
-55.19%
FUSIX:
-2.16%
SPY:
-0.01%
Returns By Period
In the year-to-date period, FUSIX achieves a 8.04% return, which is significantly higher than SPY's 4.03% return. Over the past 10 years, FUSIX has underperformed SPY with an annualized return of 4.93%, while SPY has yielded a comparatively higher 13.18% annualized return.
FUSIX
8.04%
6.33%
1.57%
11.41%
5.37%
4.93%
SPY
4.03%
2.03%
9.65%
23.63%
14.28%
13.18%
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FUSIX vs. SPY - Expense Ratio Comparison
FUSIX has a 0.54% expense ratio, which is higher than SPY's 0.09% expense ratio.
Risk-Adjusted Performance
FUSIX vs. SPY — Risk-Adjusted Performance Rank
FUSIX
SPY
FUSIX vs. SPY - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Strategic Advisers Fidelity International Fund (FUSIX) and SPDR S&P 500 ETF (SPY). 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
FUSIX vs. SPY - Dividend Comparison
FUSIX's dividend yield for the trailing twelve months is around 2.36%, more than SPY's 1.16% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FUSIX Strategic Advisers Fidelity International Fund | 2.36% | 2.55% | 2.43% | 2.11% | 1.97% | 0.68% | 1.72% | 1.64% | 1.02% | 1.56% | 1.60% | 2.21% |
SPY SPDR S&P 500 ETF | 1.16% | 1.21% | 1.40% | 1.65% | 1.20% | 1.52% | 1.75% | 2.04% | 1.80% | 2.03% | 2.06% | 1.87% |
Drawdowns
FUSIX vs. SPY - Drawdown Comparison
The maximum FUSIX drawdown since its inception was -34.30%, smaller than the maximum SPY drawdown of -55.19%. Use the drawdown chart below to compare losses from any high point for FUSIX and SPY. For additional features, visit the drawdowns tool.
Volatility
FUSIX vs. SPY - Volatility Comparison
Strategic Advisers Fidelity International Fund (FUSIX) and SPDR S&P 500 ETF (SPY) have volatilities of 3.29% and 3.15%, 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.