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.
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.
Performance
FUSIX vs. SPY - Performance Comparison
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Key characteristics
FUSIX:
0.92
SPY:
0.70
FUSIX:
1.23
SPY:
1.02
FUSIX:
1.17
SPY:
1.15
FUSIX:
1.02
SPY:
0.68
FUSIX:
3.18
SPY:
2.57
FUSIX:
4.44%
SPY:
4.93%
FUSIX:
16.83%
SPY:
20.42%
FUSIX:
-31.96%
SPY:
-55.19%
FUSIX:
-0.50%
SPY:
-3.55%
Returns By Period
In the year-to-date period, FUSIX achieves a 17.73% return, which is significantly higher than SPY's 0.87% return. Over the past 10 years, FUSIX has underperformed SPY with an annualized return of 6.72%, while SPY has yielded a comparatively higher 12.73% annualized return.
FUSIX
17.73%
4.98%
14.47%
15.30%
11.68%
11.40%
6.72%
SPY
0.87%
6.28%
-1.56%
14.21%
14.25%
15.81%
12.73%
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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.
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Dividends
FUSIX vs. SPY - Dividend Comparison
FUSIX's dividend yield for the trailing twelve months is around 2.87%, more than SPY's 1.22% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FUSIX Strategic Advisers Fidelity International Fund | 2.87% | 3.40% | 2.43% | 4.71% | 5.83% | 1.25% | 3.05% | 3.87% | 2.03% | 1.78% | 1.50% | 1.27% |
SPY SPDR S&P 500 ETF | 1.22% | 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.
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Volatility
FUSIX vs. SPY - Volatility Comparison
The current volatility for Strategic Advisers Fidelity International Fund (FUSIX) is 2.98%, while SPDR S&P 500 ETF (SPY) has a volatility of 4.86%. 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.
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