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.
Performance
FZAJX vs. IHDG - Performance Comparison
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FZAJX vs. IHDG - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FZAJX Fidelity Advisor International Growth Fund Class Z | -2.21% | 18.02% | 5.02% | 21.03% | -23.11% | 15.55% | 17.11% | 34.21% | -11.40% | 28.88% |
IHDG WisdomTree International Hedged Dividend Growth Fund | 0.70% | 14.17% | 5.97% | 20.00% | -11.53% | 19.75% | 10.51% | 33.42% | -12.03% | 21.93% |
Returns By Period
In the year-to-date period, FZAJX achieves a -2.21% return, which is significantly lower than IHDG's 0.70% return. Over the past 10 years, FZAJX has underperformed IHDG with an annualized return of 8.82%, while IHDG has yielded a comparatively higher 9.93% annualized return.
FZAJX
- 1D
- 3.84%
- 1M
- -8.74%
- YTD
- -2.21%
- 6M
- -2.02%
- 1Y
- 12.59%
- 3Y*
- 9.93%
- 5Y*
- 4.96%
- 10Y*
- 8.82%
IHDG
- 1D
- 1.68%
- 1M
- -3.94%
- YTD
- 0.70%
- 6M
- 5.47%
- 1Y
- 14.91%
- 3Y*
- 9.58%
- 5Y*
- 7.77%
- 10Y*
- 9.93%
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FZAJX vs. IHDG - Expense Ratio Comparison
FZAJX has a 0.87% expense ratio, which is higher than IHDG's 0.58% expense ratio.
Return for Risk
FZAJX vs. IHDG — Risk / Return Rank
FZAJX
IHDG
FZAJX vs. IHDG - Risk-Adjusted Trends 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.
| FZAJX | IHDG | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.69 | 0.86 | -0.18 |
Sortino ratioReturn per unit of downside risk | 1.08 | 1.32 | -0.23 |
Omega ratioGain probability vs. loss probability | 1.15 | 1.19 | -0.04 |
Calmar ratioReturn relative to maximum drawdown | 0.90 | 1.33 | -0.43 |
Martin ratioReturn relative to average drawdown | 3.52 | 5.10 | -1.58 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| FZAJX | IHDG | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.69 | 0.86 | -0.18 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.28 | 0.53 | -0.25 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.50 | 0.63 | -0.13 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.46 | 0.58 | -0.11 |
Correlation
The correlation between FZAJX and IHDG is 0.83, 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.
Dividends
FZAJX vs. IHDG - Dividend Comparison
FZAJX's dividend yield for the trailing twelve months is around 3.73%, more than IHDG's 1.91% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FZAJX Fidelity Advisor International Growth Fund Class Z | 3.73% | 3.65% | 1.00% | 0.61% | 1.81% | 2.03% | 0.22% | 1.11% | 1.04% | 0.12% | 1.40% | 0.92% |
IHDG WisdomTree International Hedged Dividend Growth Fund | 1.91% | 1.84% | 2.42% | 1.70% | 13.79% | 2.77% | 1.94% | 1.99% | 0.22% | 1.28% | 1.91% | 3.04% |
Drawdowns
FZAJX vs. IHDG - Drawdown Comparison
The maximum FZAJX drawdown since its inception was -34.84%, 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.
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Drawdown Indicators
| FZAJX | IHDG | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -34.84% | -29.24% | -5.60% |
Max Drawdown (1Y)Largest decline over 1 year | -13.96% | -11.22% | -2.74% |
Max Drawdown (5Y)Largest decline over 5 years | -34.84% | -19.52% | -15.32% |
Max Drawdown (10Y)Largest decline over 10 years | -34.84% | -29.24% | -5.60% |
Current DrawdownCurrent decline from peak | -10.65% | -5.70% | -4.95% |
Average DrawdownAverage peak-to-trough decline | -6.68% | -4.05% | -2.63% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.58% | 2.97% | +0.61% |
Volatility
FZAJX vs. IHDG - Volatility Comparison
Fidelity Advisor International Growth Fund Class Z (FZAJX) has a higher volatility of 9.11% compared to WisdomTree International Hedged Dividend Growth Fund (IHDG) at 5.94%. This indicates that FZAJX's price experiences larger fluctuations and is considered to be riskier than IHDG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FZAJX | IHDG | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 9.11% | 5.94% | +3.17% |
Volatility (6M)Calculated over the trailing 6-month period | 13.20% | 10.17% | +3.03% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.32% | 17.33% | +1.99% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.65% | 14.63% | +3.02% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.56% | 15.70% | +1.86% |