FZAJX vs. IHDG
Compare and contrast key facts about Fidelity Advisor International Growth Fund Class Z (FZAJX) and WisdomTree International Hedged Dividend Growth Fund (IHDG).
FZAJX is managed by Fidelity. It was launched on Aug 13, 2013. IHDG is a passively managed fund by WisdomTree that tracks the performance of the WisdomTree International Hedged Dividend Growth Index. It was launched on May 7, 2014.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FZAJX or IHDG.
Correlation
The correlation between FZAJX and IHDG is 0.77, 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
FZAJX vs. IHDG - Performance Comparison
Loading data...
Key characteristics
FZAJX:
0.26
IHDG:
-0.05
FZAJX:
0.64
IHDG:
0.15
FZAJX:
1.08
IHDG:
1.02
FZAJX:
0.40
IHDG:
0.02
FZAJX:
1.49
IHDG:
0.06
FZAJX:
4.47%
IHDG:
5.45%
FZAJX:
18.66%
IHDG:
17.49%
FZAJX:
-35.84%
IHDG:
-29.24%
FZAJX:
-0.73%
IHDG:
-5.03%
Returns By Period
In the year-to-date period, FZAJX achieves a 8.85% return, which is significantly higher than IHDG's 3.80% return. Over the past 10 years, FZAJX has underperformed IHDG with an annualized return of 6.83%, while IHDG has yielded a comparatively higher 8.22% annualized return.
FZAJX
8.85%
8.36%
6.46%
4.77%
9.64%
6.83%
IHDG
3.80%
9.41%
3.97%
-0.86%
11.36%
8.22%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
FZAJX vs. IHDG - Expense Ratio Comparison
FZAJX has a 0.87% expense ratio, which is higher than IHDG's 0.58% expense ratio.
Risk-Adjusted Performance
FZAJX vs. IHDG — Risk-Adjusted Performance Rank
FZAJX
IHDG
FZAJX vs. IHDG - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor International Growth Fund Class Z (FZAJX) and WisdomTree International Hedged Dividend Growth Fund (IHDG). 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.
Loading data...
Dividends
FZAJX vs. IHDG - Dividend Comparison
FZAJX's dividend yield for the trailing twelve months is around 0.59%, less than IHDG's 1.85% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FZAJX Fidelity Advisor International Growth Fund Class Z | 0.59% | 0.64% | 0.61% | 0.36% | 0.53% | 0.22% | 1.11% | 1.04% | 0.76% | 1.40% | 0.92% | 1.00% |
IHDG WisdomTree International Hedged Dividend Growth Fund | 1.85% | 2.42% | 1.70% | 13.79% | 2.77% | 1.94% | 1.99% | 0.22% | 1.28% | 1.91% | 3.04% | 3.86% |
Drawdowns
FZAJX vs. IHDG - Drawdown Comparison
The maximum FZAJX drawdown since its inception was -35.84%, which is greater than IHDG's maximum drawdown of -29.24%. Use the drawdown chart below to compare losses from any high point for FZAJX and IHDG. For additional features, visit the drawdowns tool.
Loading data...
Volatility
FZAJX vs. IHDG - Volatility Comparison
The current volatility for Fidelity Advisor International Growth Fund Class Z (FZAJX) is 4.05%, while WisdomTree International Hedged Dividend Growth Fund (IHDG) has a volatility of 5.19%. This indicates that FZAJX experiences smaller price fluctuations and is considered to be less risky than IHDG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading data...