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:
0.73
SPY:
0.54
FUSIX:
1.09
SPY:
0.90
FUSIX:
1.15
SPY:
1.13
FUSIX:
0.89
SPY:
0.58
FUSIX:
2.76
SPY:
2.32
FUSIX:
4.44%
SPY:
4.69%
FUSIX:
16.82%
SPY:
20.01%
FUSIX:
-31.96%
SPY:
-55.19%
FUSIX:
-0.45%
SPY:
-8.61%
Returns By Period
In the year-to-date period, FUSIX achieves a 11.59% return, which is significantly higher than SPY's -4.42% return. Over the past 10 years, FUSIX has underperformed SPY with an annualized return of 6.24%, while SPY has yielded a comparatively higher 12.16% annualized return.
FUSIX
11.59%
3.37%
8.67%
13.66%
11.84%
6.24%
SPY
-4.42%
-0.45%
-1.16%
13.04%
16.32%
12.16%
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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 2.15%, more than SPY's 1.28% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FUSIX Strategic Advisers Fidelity International Fund | 2.15% | 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 | 1.28% | 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 -31.96%, 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 10.89%, while SPDR S&P 500 ETF (SPY) has a volatility of 15.00%. 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.