GURU vs. FMAG
Compare and contrast key facts about Global X Guru Index ETF (GURU) and Fidelity Magellan ETF (FMAG).
GURU and FMAG are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. GURU is a passively managed fund by Global X that tracks the performance of the Solactive Guru Index. It was launched on Jun 4, 2012. FMAG is an actively managed fund by Fidelity. It was launched on Feb 2, 2021.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: GURU or FMAG.
Correlation
The correlation between GURU and FMAG is 0.81, 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
GURU vs. FMAG - Performance Comparison
Key characteristics
GURU:
2.04
FMAG:
1.35
GURU:
2.82
FMAG:
1.86
GURU:
1.36
FMAG:
1.25
GURU:
1.42
FMAG:
2.21
GURU:
10.72
FMAG:
8.29
GURU:
2.69%
FMAG:
2.72%
GURU:
14.14%
FMAG:
16.72%
GURU:
-38.50%
FMAG:
-32.93%
GURU:
-0.22%
FMAG:
-1.44%
Returns By Period
In the year-to-date period, GURU achieves a 7.84% return, which is significantly higher than FMAG's 5.12% return.
GURU
7.84%
4.80%
17.95%
30.80%
8.90%
7.95%
FMAG
5.12%
1.80%
8.20%
24.08%
N/A
N/A
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
GURU vs. FMAG - Expense Ratio Comparison
GURU has a 0.75% expense ratio, which is higher than FMAG's 0.59% expense ratio.
Risk-Adjusted Performance
GURU vs. FMAG — Risk-Adjusted Performance Rank
GURU
FMAG
GURU vs. FMAG - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Global X Guru Index ETF (GURU) and Fidelity Magellan ETF (FMAG). 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
GURU vs. FMAG - Dividend Comparison
GURU's dividend yield for the trailing twelve months is around 0.15%, more than FMAG's 0.14% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
GURU Global X Guru Index ETF | 0.15% | 0.17% | 0.57% | 0.22% | 0.09% | 2.75% | 0.35% | 0.54% | 0.54% | 0.22% | 0.47% | 1.06% |
FMAG Fidelity Magellan ETF | 0.14% | 0.15% | 0.34% | 0.23% | 0.03% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
GURU vs. FMAG - Drawdown Comparison
The maximum GURU drawdown since its inception was -38.50%, which is greater than FMAG's maximum drawdown of -32.93%. Use the drawdown chart below to compare losses from any high point for GURU and FMAG. For additional features, visit the drawdowns tool.
Volatility
GURU vs. FMAG - Volatility Comparison
The current volatility for Global X Guru Index ETF (GURU) is 3.94%, while Fidelity Magellan ETF (FMAG) has a volatility of 5.81%. This indicates that GURU experiences smaller price fluctuations and is considered to be less risky than FMAG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.