IXUS vs. FSOSX
IXUS (iShares Core MSCI Total International Stock ETF) and FSOSX (Fidelity Series Overseas Fund) are both Foreign Large Cap Equities funds. Over the past 5 years, IXUS returned 8.29%/yr vs 7.40%/yr for FSOSX. Their correlation of 0.91 suggests significant overlap in exposure. IXUS charges 0.07%/yr vs 0.01%/yr for FSOSX.
Performance
IXUS vs. FSOSX - Performance Comparison
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Returns By Period
In the year-to-date period, IXUS achieves a 12.74% return, which is significantly higher than FSOSX's 9.78% return.
IXUS
- 1D
- -3.08%
- 1M
- 0.45%
- YTD
- 12.74%
- 6M
- 12.52%
- 1Y
- 29.41%
- 3Y*
- 19.01%
- 5Y*
- 8.29%
- 10Y*
- 10.21%
FSOSX
- 1D
- 0.61%
- 1M
- 5.33%
- YTD
- 9.78%
- 6M
- 9.27%
- 1Y
- 14.49%
- 3Y*
- 14.96%
- 5Y*
- 7.40%
- 10Y*
- —
IXUS vs. FSOSX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
IXUS iShares Core MSCI Total International Stock ETF | 12.74% | 32.40% | 5.19% | 15.83% | -16.47% | 8.86% | 10.80% | 7.58% |
FSOSX Fidelity Series Overseas Fund | 9.78% | 21.29% | 5.87% | 21.49% | -23.25% | 19.59% | 16.36% | 7.78% |
Correlation
The correlation between IXUS and FSOSX is 0.92, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.92 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.90 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.91 |
Correlation (All Time) Calculated using the full available price history since Jun 28, 2019 | 0.91 |
The correlation between IXUS and FSOSX has been stable across timeframes, ranging from 0.90 to 0.92 - a consistent structural relationship.
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Return for Risk
IXUS vs. FSOSX — Risk / Return Rank
IXUS
FSOSX
IXUS vs. FSOSX - 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 Series Overseas Fund (FSOSX). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| IXUS | FSOSX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.90 | ||
| Sortino ratioReturn per unit of downside risk | +1.09 | ||
| Omega ratioGain probability vs. loss probability | 1.33 | 1.17 | +0.17 |
| Calmar ratioReturn relative to maximum drawdown | 2.60 | 1.25 | +1.35 |
| Martin ratioReturn relative to average drawdown | 10.00 | 4.43 | +5.57 |
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Drawdowns
IXUS vs. FSOSX - Drawdown Comparison
The maximum IXUS drawdown since its inception was -36.22%, roughly equal to the maximum FSOSX drawdown of -35.36%. Use the drawdown chart below to compare losses from any high point for IXUS and FSOSX.
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Drawdown Indicators
| IXUS | FSOSX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -36.22% | -35.36% | -0.86% |
Max Drawdown (1Y)Largest decline over 1 year | -11.36% | -12.39% | +1.03% |
Max Drawdown (3Y)Largest decline over 3 years | -13.75% | -14.07% | +0.32% |
Max Drawdown (5Y)Largest decline over 5 years | -30.03% | -35.36% | +5.33% |
Max Drawdown (10Y)Largest decline over 10 years | -36.22% | — | — |
Current DrawdownCurrent decline from peak | -3.08% | 0.00% | -3.08% |
Average DrawdownAverage peak-to-trough decline | -7.48% | -7.74% | +0.26% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.95% | 3.49% | -0.54% |
Volatility
IXUS vs. FSOSX - Volatility Comparison
iShares Core MSCI Total International Stock ETF (IXUS) has a higher volatility of 7.22% compared to Fidelity Series Overseas Fund (FSOSX) at 6.30%. This indicates that IXUS's price experiences larger fluctuations and is considered to be riskier than FSOSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| IXUS | FSOSX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.22% | 6.30% | +0.92% |
Volatility (6M)Calculated over the trailing 6-month period | 14.64% | 15.32% | -0.68% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.56% | 17.64% | -1.08% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.45% | 17.85% | -1.40% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.97% | 19.10% | -2.13% |
IXUS vs. FSOSX - Expense Ratio Comparison
IXUS has a 0.07% expense ratio, which is higher than FSOSX's 0.01% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Dividends
IXUS vs. FSOSX - Dividend Comparison
IXUS's dividend yield for the trailing twelve months is around 2.98%, less than FSOSX's 8.33% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FSOSX Fidelity Series Overseas Fund | 8.33% | 9.15% | 2.25% | 1.63% | 1.80% | 2.92% | 1.12% | 0.37% | 0.00% | 0.00% | 0.00% | 0.00% |
IXUS iShares Core MSCI Total International Stock ETF | 2.98% | 3.24% | 3.33% | 3.13% | 2.48% | 3.12% | 1.85% | 3.09% | 3.00% | 2.41% | 2.58% | 2.81% |
Frequently Asked Questions
With a correlation of 0.92, IXUS and FSOSX move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.
IXUS has higher volatility (7.22%) compared to FSOSX (6.30%). In terms of maximum drawdown, IXUS dropped -36.22% vs FSOSX's -35.36%.
IXUS currently has the higher Sharpe Ratio (1.79 vs 0.88), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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