FZAEX vs. VWO
Compare and contrast key facts about Fidelity Advisor Focused Emerging Markets Fund Class Z (FZAEX) and Vanguard FTSE Emerging Markets ETF (VWO).
FZAEX is managed by Fidelity. It was launched on Aug 13, 2013. VWO is a passively managed fund by Vanguard that tracks the performance of the FTSE Emerging Index. It was launched on Mar 4, 2005.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FZAEX or VWO.
Correlation
The correlation between FZAEX and VWO is 0.91, 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
FZAEX vs. VWO - Performance Comparison
Key characteristics
FZAEX:
1.26
VWO:
1.10
FZAEX:
1.88
VWO:
1.61
FZAEX:
1.23
VWO:
1.20
FZAEX:
0.70
VWO:
0.80
FZAEX:
3.30
VWO:
3.36
FZAEX:
6.15%
VWO:
4.77%
FZAEX:
16.15%
VWO:
14.61%
FZAEX:
-43.60%
VWO:
-67.68%
FZAEX:
-14.29%
VWO:
-7.07%
Returns By Period
In the year-to-date period, FZAEX achieves a 7.81% return, which is significantly higher than VWO's 4.38% return. Over the past 10 years, FZAEX has outperformed VWO with an annualized return of 4.62%, while VWO has yielded a comparatively lower 3.99% annualized return.
FZAEX
7.81%
7.32%
6.11%
19.74%
4.80%
4.62%
VWO
4.38%
4.95%
5.02%
15.24%
4.44%
3.99%
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FZAEX vs. VWO - Expense Ratio Comparison
FZAEX has a 0.90% expense ratio, which is higher than VWO's 0.08% expense ratio.
Risk-Adjusted Performance
FZAEX vs. VWO — Risk-Adjusted Performance Rank
FZAEX
VWO
FZAEX vs. VWO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Focused Emerging Markets Fund Class Z (FZAEX) and Vanguard FTSE Emerging Markets ETF (VWO). 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
FZAEX vs. VWO - Dividend Comparison
FZAEX's dividend yield for the trailing twelve months is around 1.26%, less than VWO's 3.07% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FZAEX Fidelity Advisor Focused Emerging Markets Fund Class Z | 1.26% | 1.36% | 1.69% | 1.23% | 2.03% | 0.54% | 0.77% | 0.75% | 0.51% | 0.63% | 0.34% | 1.42% |
VWO Vanguard FTSE Emerging Markets ETF | 3.07% | 3.20% | 3.52% | 4.11% | 2.63% | 1.91% | 3.24% | 2.88% | 2.30% | 2.52% | 3.26% | 2.86% |
Drawdowns
FZAEX vs. VWO - Drawdown Comparison
The maximum FZAEX drawdown since its inception was -43.60%, smaller than the maximum VWO drawdown of -67.68%. Use the drawdown chart below to compare losses from any high point for FZAEX and VWO. For additional features, visit the drawdowns tool.
Volatility
FZAEX vs. VWO - Volatility Comparison
Fidelity Advisor Focused Emerging Markets Fund Class Z (FZAEX) has a higher volatility of 4.73% compared to Vanguard FTSE Emerging Markets ETF (VWO) at 3.56%. This indicates that FZAEX's price experiences larger fluctuations and is considered to be riskier than VWO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.