IDV vs. FIDI
IDV (iShares International Select Dividend ETF) and FIDI (Fidelity International High Dividend ETF) are both exchange-traded funds - IDV is a Global Equities fund tracking the Dow Jones EPAC Select Dividend, while FIDI is a Foreign Large Cap Equities fund tracking the Fidelity® International High Dividend Index. Both are passively managed. Over the past 5 years, IDV returned 12.32%/yr vs 10.72%/yr for FIDI. Their correlation of 0.90 suggests significant overlap in exposure. IDV charges 0.49%/yr vs 0.39%/yr for FIDI.
Performance
IDV vs. FIDI - Performance Comparison
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Returns By Period
In the year-to-date period, IDV achieves a 13.56% return, which is significantly higher than FIDI's 9.55% return.
IDV
- 1D
- 0.01%
- 1M
- 0.42%
- YTD
- 13.56%
- 6M
- 16.74%
- 1Y
- 37.43%
- 3Y*
- 25.55%
- 5Y*
- 12.32%
- 10Y*
- 10.40%
FIDI
- 1D
- 0.64%
- 1M
- -0.39%
- YTD
- 9.55%
- 6M
- 12.97%
- 1Y
- 25.10%
- 3Y*
- 19.33%
- 5Y*
- 10.72%
- 10Y*
- —
IDV vs. FIDI - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
IDV iShares International Select Dividend ETF | 13.56% | 52.16% | 4.00% | 10.32% | -6.40% | 12.00% | -5.94% | 23.56% | -13.69% |
FIDI Fidelity International High Dividend ETF | 9.55% | 39.34% | -0.06% | 16.28% | -4.73% | 16.87% | -11.68% | 15.47% | -20.16% |
Correlation
The correlation between IDV and FIDI is 0.90, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.90 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.91 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.92 |
Correlation (All Time) Calculated using the full available price history since Jan 19, 2018 | 0.90 |
The correlation between IDV and FIDI has been stable across timeframes, ranging from 0.90 to 0.92 - a consistent structural relationship.
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Return for Risk
IDV vs. FIDI — Risk / Return Rank
IDV
FIDI
IDV vs. FIDI - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares International Select Dividend ETF (IDV) and Fidelity International High Dividend ETF (FIDI). 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.
| IDV | FIDI | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.94 | 2.18 | +0.76 |
Sortino ratioReturn per unit of downside risk | 3.80 | 2.94 | +0.86 |
Omega ratioGain probability vs. loss probability | 1.53 | 1.39 | +0.15 |
Calmar ratioReturn relative to maximum drawdown | 4.58 | 3.81 | +0.77 |
Martin ratioReturn relative to average drawdown | 17.58 | 13.69 | +3.88 |
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
| IDV | FIDI | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.94 | 2.18 | +0.76 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.80 | 0.73 | +0.07 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.58 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.22 | 0.31 | -0.09 |
Drawdowns
IDV vs. FIDI - Drawdown Comparison
The maximum IDV drawdown since its inception was -70.14%, which is greater than FIDI's maximum drawdown of -46.34%. Use the drawdown chart below to compare losses from any high point for IDV and FIDI.
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Drawdown Indicators
| IDV | FIDI | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -70.14% | -46.34% | -23.80% |
Max Drawdown (1Y)Largest decline over 1 year | -8.52% | -6.96% | -1.56% |
Max Drawdown (3Y)Largest decline over 3 years | -11.86% | -12.09% | +0.23% |
Max Drawdown (5Y)Largest decline over 5 years | -29.19% | -26.05% | -3.14% |
Max Drawdown (10Y)Largest decline over 10 years | -42.50% | — | — |
Current DrawdownCurrent decline from peak | -1.73% | -1.68% | -0.05% |
Average DrawdownAverage peak-to-trough decline | -15.40% | -9.80% | -5.60% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.22% | 1.94% | +0.28% |
Volatility
IDV vs. FIDI - Volatility Comparison
iShares International Select Dividend ETF (IDV) has a higher volatility of 4.48% compared to Fidelity International High Dividend ETF (FIDI) at 3.33%. This indicates that IDV's price experiences larger fluctuations and is considered to be riskier than FIDI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| IDV | FIDI | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.48% | 3.33% | +1.15% |
Volatility (6M)Calculated over the trailing 6-month period | 10.53% | 8.98% | +1.55% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.83% | 11.63% | +1.20% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.54% | 14.84% | +0.70% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.94% | 18.73% | -0.79% |
IDV vs. FIDI - Expense Ratio Comparison
IDV has a 0.49% expense ratio, which is higher than FIDI's 0.39% expense ratio.
Dividends
IDV vs. FIDI - Dividend Comparison
IDV's dividend yield for the trailing twelve months is around 4.40%, more than FIDI's 4.10% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FIDI Fidelity International High Dividend ETF | 4.10% | 4.33% | 5.72% | 4.80% | 5.09% | 4.00% | 3.36% | 4.26% | 4.37% | 0.00% | 0.00% | 0.00% |
IDV iShares International Select Dividend ETF | 4.40% | 4.94% | 6.46% | 6.51% | 7.33% | 5.78% | 5.47% | 5.15% | 5.93% | 4.52% | 4.69% | 5.08% |
Frequently Asked Questions
IDV and FIDI have a correlation of 0.90, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
IDV has higher volatility (4.48%) compared to FIDI (3.33%). In terms of maximum drawdown, IDV dropped -70.14% vs FIDI's -46.34%.
On 5-year performance, IDV leads with 12.32% vs 10.72% for FIDI. On fees, FIDI is cheaper at 0.39% per year. On volatility, FIDI has been the lower-risk option at 3.33%. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 5-year period, IDV has performed better with a 12.32% return vs 10.72%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.
FIDI is cheaper with a 0.39% expense ratio, compared with 0.49% for IDV.
IDV has the higher dividend yield at 4.40%, compared with 4.10% for FIDI.
IDV is categorized as Global Equities, while FIDI is Foreign Large Cap Equities. IDV tracks Dow Jones EPAC Select Dividend, while FIDI tracks Fidelity® International High Dividend Index. They also come from different issuers: iShares and Fidelity. Their fees differ too: 0.49% for IDV and 0.39% for FIDI.
IDV currently has the higher Sharpe Ratio (2.94 vs 2.18), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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