FZILX vs. FXNAX
Compare and contrast key facts about Fidelity ZERO International Index Fund (FZILX) and Fidelity U.S. Bond Index Fund (FXNAX).
FZILX is managed by Fidelity. FXNAX is managed by Fidelity.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FZILX or FXNAX.
Key characteristics
| FZILX | FXNAX | |
|---|---|---|
| YTD Return | 5.24% | -1.45% |
| 1Y Return | 11.67% | 0.63% |
| 3Y Return (Ann) | 0.75% | -3.13% |
| 5Y Return (Ann) | 6.57% | 0.11% |
| Sharpe Ratio | 0.90 | 0.02 |
| Daily Std Dev | 13.02% | 6.61% |
| Max Drawdown | -34.37% | -18.64% |
| Current Drawdown | -0.38% | -11.72% |
Correlation
The correlation between FZILX and FXNAX is 0.01, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
FZILX vs. FXNAX - Performance Comparison
In the year-to-date period, FZILX achieves a 5.24% return, which is significantly higher than FXNAX's -1.45% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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FZILX vs. FXNAX - Expense Ratio Comparison
FZILX has a 0.00% expense ratio, which is lower than FXNAX's 0.03% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Risk-Adjusted Performance
FZILX vs. FXNAX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity ZERO International Index Fund (FZILX) and Fidelity U.S. Bond Index Fund (FXNAX). 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
FZILX vs. FXNAX - Dividend Comparison
FZILX's dividend yield for the trailing twelve months is around 2.83%, less than FXNAX's 3.15% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FZILX Fidelity ZERO International Index Fund | 2.83% | 2.98% | 2.71% | 2.61% | 1.64% | 2.83% | 0.66% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
FXNAX Fidelity U.S. Bond Index Fund | 3.15% | 2.91% | 2.43% | 2.06% | 3.07% | 2.67% | 2.73% | 2.58% | 2.54% | 2.75% | 2.59% | 2.39% |
Drawdowns
FZILX vs. FXNAX - Drawdown Comparison
The maximum FZILX drawdown since its inception was -34.37%, which is greater than FXNAX's maximum drawdown of -18.64%. Use the drawdown chart below to compare losses from any high point for FZILX and FXNAX. For additional features, visit the drawdowns tool.
Volatility
FZILX vs. FXNAX - Volatility Comparison
Fidelity ZERO International Index Fund (FZILX) has a higher volatility of 4.00% compared to Fidelity U.S. Bond Index Fund (FXNAX) at 1.79%. This indicates that FZILX's price experiences larger fluctuations and is considered to be riskier than FXNAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.