ISS.CO vs. FXAIX
Compare and contrast key facts about ISS A/S (ISS.CO) and Fidelity 500 Index Fund (FXAIX).
FXAIX is managed by Fidelity.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: ISS.CO or FXAIX.
Key characteristics
ISS.CO | FXAIX | |
---|---|---|
YTD Return | 2.06% | 11.66% |
1Y Return | -4.33% | 29.35% |
3Y Return (Ann) | 0.68% | 10.07% |
5Y Return (Ann) | -9.40% | 15.03% |
10Y Return (Ann) | -1.74% | 13.04% |
Sharpe Ratio | -0.26 | 2.67 |
Daily Std Dev | 27.66% | 11.60% |
Max Drawdown | -73.38% | -33.79% |
Current Drawdown | -49.81% | -0.19% |
Correlation
The correlation between ISS.CO and FXAIX is 0.25, 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
ISS.CO vs. FXAIX - Performance Comparison
In the year-to-date period, ISS.CO achieves a 2.06% return, which is significantly lower than FXAIX's 11.66% return. Over the past 10 years, ISS.CO has underperformed FXAIX with an annualized return of -1.74%, while FXAIX has yielded a comparatively higher 13.04% annualized 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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Risk-Adjusted Performance
ISS.CO vs. FXAIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for ISS A/S (ISS.CO) and Fidelity 500 Index Fund (FXAIX). 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
ISS.CO vs. FXAIX - Dividend Comparison
ISS.CO's dividend yield for the trailing twelve months is around 1.75%, more than FXAIX's 1.31% yield.
TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
ISS A/S | 1.75% | 1.63% | 0.00% | 0.00% | 0.00% | 4.82% | 4.23% | 3.20% | 4.78% | 1.97% | 0.00% | 0.00% |
Fidelity 500 Index Fund | 1.31% | 1.45% | 1.69% | 1.22% | 1.60% | 2.06% | 2.72% | 1.97% | 2.52% | 2.83% | 2.63% | 1.84% |
Drawdowns
ISS.CO vs. FXAIX - Drawdown Comparison
The maximum ISS.CO drawdown since its inception was -73.38%, which is greater than FXAIX's maximum drawdown of -33.79%. Use the drawdown chart below to compare losses from any high point for ISS.CO and FXAIX. For additional features, visit the drawdowns tool.
Volatility
ISS.CO vs. FXAIX - Volatility Comparison
ISS A/S (ISS.CO) has a higher volatility of 8.02% compared to Fidelity 500 Index Fund (FXAIX) at 3.40%. This indicates that ISS.CO's price experiences larger fluctuations and is considered to be riskier than FXAIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.