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:
0.73
SPY:
2.20
FUSIX:
1.07
SPY:
2.91
FUSIX:
1.13
SPY:
1.41
FUSIX:
0.87
SPY:
3.35
FUSIX:
2.29
SPY:
13.99
FUSIX:
3.99%
SPY:
2.01%
FUSIX:
12.51%
SPY:
12.79%
FUSIX:
-34.30%
SPY:
-55.19%
FUSIX:
-7.98%
SPY:
-1.35%
Returns By Period
In the year-to-date period, FUSIX achieves a 1.61% return, which is significantly lower than SPY's 1.96% return. Over the past 10 years, FUSIX has underperformed SPY with an annualized return of 4.82%, while SPY has yielded a comparatively higher 13.44% annualized return.
FUSIX
1.61%
1.10%
-2.43%
7.90%
3.90%
4.82%
SPY
1.96%
2.27%
9.55%
27.02%
14.23%
13.44%
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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 2.51%, more than SPY's 1.18% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FUSIX Strategic Advisers Fidelity International Fund | 2.51% | 2.55% | 2.43% | 2.11% | 1.97% | 0.68% | 1.72% | 1.64% | 1.02% | 1.56% | 1.60% | 2.45% |
SPY SPDR S&P 500 ETF | 1.18% | 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 3.95%, while SPDR S&P 500 ETF (SPY) has a volatility of 5.10%. 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.