FZILX vs. IVV
Compare and contrast key facts about Fidelity ZERO International Index Fund (FZILX) and iShares Core S&P 500 ETF (IVV).
FZILX is managed by Fidelity. IVV is a passively managed fund by iShares that tracks the performance of the S&P 500 Index. It was launched on May 15, 2000.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FZILX or IVV.
Correlation
The correlation between FZILX and IVV is 0.78, 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
FZILX vs. IVV - Performance Comparison
Key characteristics
FZILX:
0.69
IVV:
0.55
FZILX:
1.03
IVV:
0.90
FZILX:
1.14
IVV:
1.13
FZILX:
0.81
IVV:
0.57
FZILX:
2.50
IVV:
2.23
FZILX:
4.34%
IVV:
4.83%
FZILX:
16.19%
IVV:
19.30%
FZILX:
-34.37%
IVV:
-55.25%
FZILX:
-0.71%
IVV:
-7.59%
Returns By Period
In the year-to-date period, FZILX achieves a 10.86% return, which is significantly higher than IVV's -3.33% return.
FZILX
10.86%
16.40%
5.51%
11.04%
10.85%
N/A
IVV
-3.33%
13.74%
-4.58%
10.62%
15.86%
12.38%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
FZILX vs. IVV - Expense Ratio Comparison
FZILX has a 0.00% expense ratio, which is lower than IVV'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. IVV — Risk-Adjusted Performance Rank
FZILX
IVV
FZILX vs. IVV - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity ZERO International Index Fund (FZILX) and iShares Core S&P 500 ETF (IVV). 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. IVV - Dividend Comparison
FZILX's dividend yield for the trailing twelve months is around 2.71%, more than IVV's 1.37% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FZILX Fidelity ZERO International Index Fund | 2.71% | 3.00% | 2.98% | 2.71% | 2.61% | 1.64% | 2.83% | 0.66% | 0.00% | 0.00% | 0.00% | 0.00% |
IVV iShares Core S&P 500 ETF | 1.37% | 1.30% | 1.44% | 1.66% | 1.20% | 1.57% | 1.99% | 2.21% | 1.75% | 2.01% | 2.27% | 1.83% |
Drawdowns
FZILX vs. IVV - Drawdown Comparison
The maximum FZILX drawdown since its inception was -34.37%, smaller than the maximum IVV drawdown of -55.25%. Use the drawdown chart below to compare losses from any high point for FZILX and IVV. For additional features, visit the drawdowns tool.
Volatility
FZILX vs. IVV - Volatility Comparison
The current volatility for Fidelity ZERO International Index Fund (FZILX) is 6.90%, while iShares Core S&P 500 ETF (IVV) has a volatility of 11.24%. This indicates that FZILX experiences smaller price fluctuations and is considered to be less risky than IVV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.