IWIRX vs. FSPGX
Compare and contrast key facts about Guinness Atkinson Global Innovators Fund (IWIRX) and Fidelity Large Cap Growth Index Fund (FSPGX).
IWIRX is managed by Guinness Atkinson. It was launched on Dec 15, 1998. FSPGX is managed by Fidelity.
Performance
IWIRX vs. FSPGX - Performance Comparison
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IWIRX vs. FSPGX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
IWIRX Guinness Atkinson Global Innovators Fund | -6.14% | 19.93% | 19.47% | 39.36% | -29.72% | 4.85% | 36.21% | 37.05% | -16.90% | 33.83% |
FSPGX Fidelity Large Cap Growth Index Fund | -9.77% | 18.54% | 33.27% | 42.77% | -29.17% | 27.57% | 38.46% | 36.38% | -1.79% | 27.70% |
Returns By Period
In the year-to-date period, IWIRX achieves a -6.14% return, which is significantly higher than FSPGX's -9.77% return.
IWIRX
- 1D
- 3.32%
- 1M
- -5.76%
- YTD
- -6.14%
- 6M
- -4.37%
- 1Y
- 16.40%
- 3Y*
- 17.44%
- 5Y*
- 5.30%
- 10Y*
- 12.26%
FSPGX
- 1D
- 3.75%
- 1M
- -5.52%
- YTD
- -9.77%
- 6M
- -9.26%
- 1Y
- 17.78%
- 3Y*
- 21.16%
- 5Y*
- 12.38%
- 10Y*
- —
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IWIRX vs. FSPGX - Expense Ratio Comparison
IWIRX has a 1.24% expense ratio, which is higher than FSPGX's 0.04% expense ratio.
Return for Risk
IWIRX vs. FSPGX — Risk / Return Rank
IWIRX
FSPGX
IWIRX vs. FSPGX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Guinness Atkinson Global Innovators Fund (IWIRX) and Fidelity Large Cap Growth Index Fund (FSPGX). 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.
| IWIRX | FSPGX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.80 | 0.84 | -0.03 |
Sortino ratioReturn per unit of downside risk | 1.28 | 1.36 | -0.08 |
Omega ratioGain probability vs. loss probability | 1.18 | 1.19 | -0.01 |
Calmar ratioReturn relative to maximum drawdown | 1.32 | 1.17 | +0.15 |
Martin ratioReturn relative to average drawdown | 4.90 | 4.02 | +0.89 |
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
| IWIRX | FSPGX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.80 | 0.84 | -0.03 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.22 | 0.58 | -0.36 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.54 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.37 | 0.80 | -0.43 |
Correlation
The correlation between IWIRX and FSPGX is 0.90, 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.
Dividends
IWIRX vs. FSPGX - Dividend Comparison
IWIRX's dividend yield for the trailing twelve months is around 17.89%, more than FSPGX's 0.38% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IWIRX Guinness Atkinson Global Innovators Fund | 17.89% | 16.79% | 12.54% | 3.85% | 12.52% | 2.58% | 2.65% | 4.54% | 7.63% | 2.27% | 0.92% | 4.77% |
FSPGX Fidelity Large Cap Growth Index Fund | 0.38% | 0.34% | 0.37% | 0.73% | 0.86% | 2.22% | 1.76% | 1.04% | 1.32% | 0.22% | 0.00% | 0.00% |
Drawdowns
IWIRX vs. FSPGX - Drawdown Comparison
The maximum IWIRX drawdown since its inception was -70.99%, which is greater than FSPGX's maximum drawdown of -32.66%. Use the drawdown chart below to compare losses from any high point for IWIRX and FSPGX.
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Drawdown Indicators
| IWIRX | FSPGX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -70.99% | -32.66% | -38.33% |
Max Drawdown (1Y)Largest decline over 1 year | -12.55% | -16.17% | +3.62% |
Max Drawdown (5Y)Largest decline over 5 years | -44.99% | -32.66% | -12.33% |
Max Drawdown (10Y)Largest decline over 10 years | -44.99% | — | — |
Current DrawdownCurrent decline from peak | -9.11% | -13.03% | +3.92% |
Average DrawdownAverage peak-to-trough decline | -21.43% | -6.43% | -15.00% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.38% | 4.70% | -1.32% |
Volatility
IWIRX vs. FSPGX - Volatility Comparison
The current volatility for Guinness Atkinson Global Innovators Fund (IWIRX) is 6.21%, while Fidelity Large Cap Growth Index Fund (FSPGX) has a volatility of 6.71%. This indicates that IWIRX experiences smaller price fluctuations and is considered to be less risky than FSPGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| IWIRX | FSPGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.21% | 6.71% | -0.50% |
Volatility (6M)Calculated over the trailing 6-month period | 12.29% | 12.37% | -0.08% |
Volatility (1Y)Calculated over the trailing 1-year period | 20.82% | 22.58% | -1.76% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 24.40% | 21.52% | +2.88% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.78% | 21.66% | +1.12% |