IUESX vs. FSPSX
Compare and contrast key facts about JPMorgan International Focus Fund (IUESX) and Fidelity International Index Fund (FSPSX).
IUESX is managed by JPMorgan Chase. It was launched on Nov 30, 2011. FSPSX is managed by Fidelity. It was launched on Nov 5, 1997.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: IUESX or FSPSX.
Correlation
The correlation between IUESX and FSPSX is 0.94, 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
IUESX vs. FSPSX - Performance Comparison
Key characteristics
IUESX:
0.87
FSPSX:
1.09
IUESX:
1.29
FSPSX:
1.56
IUESX:
1.16
FSPSX:
1.19
IUESX:
1.12
FSPSX:
1.36
IUESX:
2.65
FSPSX:
3.18
IUESX:
4.48%
FSPSX:
4.36%
IUESX:
13.56%
FSPSX:
12.72%
IUESX:
-33.58%
FSPSX:
-33.69%
IUESX:
-2.59%
FSPSX:
-1.63%
Returns By Period
In the year-to-date period, IUESX achieves a 7.15% return, which is significantly lower than FSPSX's 8.44% return. Both investments have delivered pretty close results over the past 10 years, with IUESX having a 5.57% annualized return and FSPSX not far behind at 5.55%.
IUESX
7.15%
6.11%
0.82%
9.52%
5.14%
5.57%
FSPSX
8.44%
6.71%
2.22%
11.34%
6.72%
5.55%
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IUESX vs. FSPSX - Expense Ratio Comparison
IUESX has a 0.75% expense ratio, which is higher than FSPSX's 0.04% expense ratio.
Risk-Adjusted Performance
IUESX vs. FSPSX — Risk-Adjusted Performance Rank
IUESX
FSPSX
IUESX vs. FSPSX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for JPMorgan International Focus Fund (IUESX) and Fidelity International Index Fund (FSPSX). 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
IUESX vs. FSPSX - Dividend Comparison
IUESX's dividend yield for the trailing twelve months is around 2.89%, less than FSPSX's 3.02% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IUESX JPMorgan International Focus Fund | 2.89% | 3.10% | 1.98% | 3.64% | 1.77% | 0.96% | 0.21% | 2.32% | 0.78% | 2.37% | 0.00% | 1.18% |
FSPSX Fidelity International Index Fund | 3.02% | 3.27% | 2.79% | 2.66% | 3.07% | 1.84% | 3.18% | 2.79% | 2.36% | 2.99% | 2.79% | 3.53% |
Drawdowns
IUESX vs. FSPSX - Drawdown Comparison
The maximum IUESX drawdown since its inception was -33.58%, roughly equal to the maximum FSPSX drawdown of -33.69%. Use the drawdown chart below to compare losses from any high point for IUESX and FSPSX. For additional features, visit the drawdowns tool.
Volatility
IUESX vs. FSPSX - Volatility Comparison
JPMorgan International Focus Fund (IUESX) and Fidelity International Index Fund (FSPSX) have volatilities of 3.26% and 3.39%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.