IXUS vs. FOSFX
Compare and contrast key facts about iShares Core MSCI Total International Stock ETF (IXUS) and Fidelity Overseas Fund (FOSFX).
IXUS is a passively managed fund by iShares that tracks the performance of the MSCI ACWI ex USA Investable Market Index. It was launched on Oct 18, 2012. FOSFX is managed by Fidelity. It was launched on Dec 4, 1984.
Performance
IXUS vs. FOSFX - Performance Comparison
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IXUS vs. FOSFX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
IXUS iShares Core MSCI Total International Stock ETF | 2.36% | 32.40% | 5.19% | 15.83% | -16.47% | 8.86% | 10.80% | 21.71% | -14.41% | 28.12% |
FOSFX Fidelity Overseas Fund | -5.84% | 20.81% | 5.20% | 20.56% | -24.79% | 19.32% | 15.42% | 28.43% | -14.73% | 28.31% |
Returns By Period
In the year-to-date period, IXUS achieves a 2.36% return, which is significantly higher than FOSFX's -5.84% return. Over the past 10 years, IXUS has outperformed FOSFX with an annualized return of 8.90%, while FOSFX has yielded a comparatively lower 7.89% annualized return.
IXUS
- 1D
- 3.46%
- 1M
- -7.87%
- YTD
- 2.36%
- 6M
- 6.89%
- 1Y
- 28.40%
- 3Y*
- 15.55%
- 5Y*
- 7.22%
- 10Y*
- 8.90%
FOSFX
- 1D
- 0.43%
- 1M
- -11.40%
- YTD
- -5.84%
- 6M
- -5.53%
- 1Y
- 6.82%
- 3Y*
- 9.40%
- 5Y*
- 4.94%
- 10Y*
- 7.89%
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IXUS vs. FOSFX - Expense Ratio Comparison
IXUS has a 0.09% expense ratio, which is lower than FOSFX's 0.99% expense ratio.
Return for Risk
IXUS vs. FOSFX — Risk / Return Rank
IXUS
FOSFX
IXUS vs. FOSFX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Core MSCI Total International Stock ETF (IXUS) and Fidelity Overseas Fund (FOSFX). 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.
| IXUS | FOSFX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.64 | 0.32 | +1.33 |
Sortino ratioReturn per unit of downside risk | 2.27 | 0.56 | +1.71 |
Omega ratioGain probability vs. loss probability | 1.34 | 1.08 | +0.26 |
Calmar ratioReturn relative to maximum drawdown | 2.43 | 0.37 | +2.05 |
Martin ratioReturn relative to average drawdown | 9.39 | 1.40 | +7.99 |
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
| IXUS | FOSFX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.64 | 0.32 | +1.33 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.45 | 0.29 | +0.17 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.53 | 0.46 | +0.06 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.45 | 0.45 | -0.01 |
Correlation
The correlation between IXUS and FOSFX 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
IXUS vs. FOSFX - Dividend Comparison
IXUS's dividend yield for the trailing twelve months is around 3.16%, less than FOSFX's 5.17% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IXUS iShares Core MSCI Total International Stock ETF | 3.16% | 3.24% | 3.33% | 3.13% | 2.48% | 3.12% | 1.85% | 3.09% | 3.00% | 2.41% | 2.58% | 2.81% |
FOSFX Fidelity Overseas Fund | 5.17% | 4.87% | 1.38% | 1.02% | 0.77% | 4.54% | 0.53% | 1.35% | 5.92% | 0.06% | 1.96% | 1.06% |
Drawdowns
IXUS vs. FOSFX - Drawdown Comparison
The maximum IXUS drawdown since its inception was -36.22%, smaller than the maximum FOSFX drawdown of -63.51%. Use the drawdown chart below to compare losses from any high point for IXUS and FOSFX.
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Drawdown Indicators
| IXUS | FOSFX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -36.22% | -63.51% | +27.29% |
Max Drawdown (1Y)Largest decline over 1 year | -11.36% | -12.36% | +1.00% |
Max Drawdown (5Y)Largest decline over 5 years | -30.04% | -36.51% | +6.47% |
Max Drawdown (10Y)Largest decline over 10 years | -36.22% | -36.51% | +0.29% |
Current DrawdownCurrent decline from peak | -8.29% | -11.89% | +3.60% |
Average DrawdownAverage peak-to-trough decline | -7.58% | -17.02% | +9.44% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.93% | 3.31% | -0.38% |
Volatility
IXUS vs. FOSFX - Volatility Comparison
iShares Core MSCI Total International Stock ETF (IXUS) and Fidelity Overseas Fund (FOSFX) have volatilities of 8.41% and 8.23%, 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.
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Volatility by Period
| IXUS | FOSFX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.41% | 8.23% | +0.18% |
Volatility (6M)Calculated over the trailing 6-month period | 11.58% | 11.88% | -0.30% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.37% | 18.05% | -0.68% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.96% | 17.39% | -1.43% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.98% | 17.02% | -0.04% |