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 0.79, 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:
-0.19
SPY:
-0.09
FUSIX:
-0.15
SPY:
-0.02
FUSIX:
0.98
SPY:
1.00
FUSIX:
-0.25
SPY:
-0.09
FUSIX:
-0.67
SPY:
-0.45
FUSIX:
4.32%
SPY:
3.31%
FUSIX:
15.17%
SPY:
15.87%
FUSIX:
-34.30%
SPY:
-55.19%
FUSIX:
-11.70%
SPY:
-17.32%
Returns By Period
In the year-to-date period, FUSIX achieves a -1.02% return, which is significantly higher than SPY's -13.53% return. Over the past 10 years, FUSIX has underperformed SPY with an annualized return of 3.82%, while SPY has yielded a comparatively higher 11.25% annualized return.
FUSIX
-1.02%
-11.16%
-8.23%
-2.01%
9.60%
3.82%
SPY
-13.53%
-13.08%
-11.25%
-0.26%
17.01%
11.25%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
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 2.57%, more than SPY's 1.42% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FUSIX Strategic Advisers Fidelity International Fund | 2.57% | 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 | 1.42% | 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
The current volatility for Strategic Advisers Fidelity International Fund (FUSIX) is 8.27%, while SPDR S&P 500 ETF (SPY) has a volatility of 9.29%. This indicates that FUSIX experiences smaller price fluctuations and is considered to be less risky than SPY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.