IGRO vs. FDEM
Compare and contrast key facts about iShares International Dividend Growth ETF (IGRO) and Fidelity Emerging Markets Multifactor ETF (FDEM).
IGRO and FDEM are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. IGRO is a passively managed fund by iShares that tracks the performance of the Morningstar Global ex-US Dividend Growth Index. It was launched on May 17, 2016. FDEM is a passively managed fund by Fidelity that tracks the performance of the Fidelity Targeted Emerging Markets Factor Index. It was launched on Feb 26, 2019. Both IGRO and FDEM are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: IGRO or FDEM.
Correlation
The correlation between IGRO and FDEM is 0.61, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
IGRO vs. FDEM - Performance Comparison
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Key characteristics
IGRO:
0.94
FDEM:
0.43
IGRO:
1.47
FDEM:
0.69
IGRO:
1.20
FDEM:
1.09
IGRO:
1.38
FDEM:
0.44
IGRO:
3.41
FDEM:
1.44
IGRO:
4.52%
FDEM:
4.89%
IGRO:
14.97%
FDEM:
17.31%
IGRO:
-36.25%
FDEM:
-33.65%
IGRO:
-0.59%
FDEM:
-3.16%
Returns By Period
In the year-to-date period, IGRO achieves a 11.42% return, which is significantly higher than FDEM's 4.34% return.
IGRO
11.42%
9.64%
6.83%
13.68%
12.27%
N/A
FDEM
4.34%
10.47%
2.23%
6.48%
8.55%
N/A
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IGRO vs. FDEM - Expense Ratio Comparison
IGRO has a 0.22% expense ratio, which is lower than FDEM's 0.45% expense ratio.
Risk-Adjusted Performance
IGRO vs. FDEM — Risk-Adjusted Performance Rank
IGRO
FDEM
IGRO vs. FDEM - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares International Dividend Growth ETF (IGRO) and Fidelity Emerging Markets Multifactor ETF (FDEM). 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.
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Dividends
IGRO vs. FDEM - Dividend Comparison
IGRO's dividend yield for the trailing twelve months is around 2.16%, less than FDEM's 4.04% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|
IGRO iShares International Dividend Growth ETF | 2.16% | 2.44% | 2.79% | 2.69% | 2.27% | 2.41% | 2.65% | 2.97% | 2.43% | 1.18% |
FDEM Fidelity Emerging Markets Multifactor ETF | 4.04% | 4.05% | 4.41% | 3.95% | 2.71% | 1.84% | 2.39% | 0.00% | 0.00% | 0.00% |
Drawdowns
IGRO vs. FDEM - Drawdown Comparison
The maximum IGRO drawdown since its inception was -36.25%, which is greater than FDEM's maximum drawdown of -33.65%. Use the drawdown chart below to compare losses from any high point for IGRO and FDEM. For additional features, visit the drawdowns tool.
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Volatility
IGRO vs. FDEM - Volatility Comparison
The current volatility for iShares International Dividend Growth ETF (IGRO) is 3.89%, while Fidelity Emerging Markets Multifactor ETF (FDEM) has a volatility of 5.17%. This indicates that IGRO experiences smaller price fluctuations and is considered to be less risky than FDEM based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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