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MFDX vs. FIDI
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

MFDX vs. FIDI - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in PIMCO RAFI Dynamic Multi-Factor International Equity ETF (MFDX) and Fidelity International High Dividend ETF (FIDI). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, MFDX achieves a 10.18% return, which is significantly lower than FIDI's 15.58% return.


MFDX

1D
-0.43%
1M
0.37%
6M
4.44%
YTD
10.18%
1Y
22.36%
3Y*
17.13%
5Y*
10.45%
10Y*
ALL TIME*
8.77%

FIDI

1D
-0.92%
1M
5.97%
6M
10.31%
YTD
15.58%
1Y
31.31%
3Y*
19.48%
5Y*
12.70%
10Y*
ALL TIME*
6.50%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Liquidity Comparison


PositionAvg. Volume Value (2W)Avg. Volume Value (1M)Avg. Volume Value (3M)
$1.62M$1.95M$1.81M
$1.14M$830.75K$740.34K

MFDX vs. FIDI - Yearly Performance Comparison


2026 (YTD)20252024202320222021202020192018
MFDX
PIMCO RAFI Dynamic Multi-Factor International Equity ETF
10.18%34.27%4.40%17.54%-10.27%11.07%6.90%19.88%-18.34%
FIDI
Fidelity International High Dividend ETF
15.58%39.34%-0.06%16.28%-4.73%16.87%-11.68%15.47%-19.49%

Correlation

The correlation between MFDX and FIDI is 0.84, meaning they have usually moved in the same direction, including during past declines.


Correlation
Correlation (1Y)
Focuses on recent behavior, but can change the most.

0.84

Correlation (3Y)
Balances recent behavior with more history.

0.90

Correlation (5Y)
Shows whether the relationship held over a longer period.

0.92

Correlation (All Time)
Calculated using the full available price history since Jan 18, 2018

0.88

The correlation between MFDX and FIDI has been stable across timeframes, ranging from 0.84 to 0.92 - a consistent structural relationship.

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Return for Risk

MFDX vs. FIDI — Risk / Return Rank

Compare historical risk-adjusted metric ranks over the past 12 months.

MFDX
MFDX Risk / Return Rank: 6767
Overall Rank
MFDX Sharpe Ratio Rank: 7070
Sharpe Ratio Rank
MFDX Sortino Ratio Rank: 6969
Sortino Ratio Rank
MFDX Omega Ratio Rank: 6969
Omega Ratio Rank
MFDX Calmar Ratio Rank: 6161
Calmar Ratio Rank
MFDX Martin Ratio Rank: 6767
Martin Ratio Rank

FIDI
FIDI Risk / Return Rank: 9393
Overall Rank
FIDI Sharpe Ratio Rank: 9595
Sharpe Ratio Rank
FIDI Sortino Ratio Rank: 9494
Sortino Ratio Rank
FIDI Omega Ratio Rank: 9393
Omega Ratio Rank
FIDI Calmar Ratio Rank: 9393
Calmar Ratio Rank
FIDI Martin Ratio Rank: 9292
Martin Ratio Rank
The rank (0–100) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

MFDX vs. FIDI - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for PIMCO RAFI Dynamic Multi-Factor International Equity ETF (MFDX) and Fidelity International High Dividend ETF (FIDI). 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.


MFDXFIDIDifference
Sharpe ratioReturn per unit of total volatility

-1.12

Sortino ratioReturn per unit of downside risk

-1.39

Omega ratioGain probability vs. loss probability

1.29

1.48

-0.19

Calmar ratioReturn relative to maximum drawdown

2.15

4.51

-2.37

Martin ratioReturn relative to average drawdown

8.19

15.65

-7.46

MFDX vs. FIDI - Sharpe Ratio Comparison

The current MFDX Sharpe Ratio is 1.59, which is lower than the FIDI Sharpe Ratio of 2.71. The chart below compares the historical Sharpe Ratios of MFDX and FIDI, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Drawdowns

MFDX vs. FIDI - Drawdown Comparison

The maximum MFDX drawdown since its inception was -36.05%, smaller than the maximum FIDI drawdown of -46.34%. Use the drawdown chart below to compare losses from any high point for MFDX and FIDI.


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Drawdown Indicators


MFDXFIDIDifference

Max Drawdown

Largest peak-to-trough decline

-36.05%

-46.34%

+10.29%

Max Drawdown (1Y)

Largest decline over 1 year

-10.66%

-6.96%

-3.70%

Max Drawdown (3Y)

Largest decline over 3 years

-11.62%

-12.09%

+0.47%

Max Drawdown (5Y)

Largest decline over 5 years

-25.58%

-26.05%

+0.47%

Current Drawdown

Current decline from peak

-1.44%

-0.92%

-0.52%

Average Drawdown

Average peak-to-trough decline

-6.42%

-9.63%

+3.21%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.79%

2.00%

+0.79%

Volatility

MFDX vs. FIDI - Volatility Comparison

PIMCO RAFI Dynamic Multi-Factor International Equity ETF (MFDX) has a higher volatility of 4.45% compared to Fidelity International High Dividend ETF (FIDI) at 2.97%. This indicates that MFDX's price experiences larger fluctuations and is considered to be riskier than FIDI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


MFDXFIDIDifference

Volatility (1M)

Calculated over the trailing 1-month period

4.45%

2.97%

+1.48%

Volatility (6M)

Calculated over the trailing 6-month period

12.48%

9.31%

+3.17%

Volatility (1Y)

Calculated over the trailing 1-year period

14.44%

11.62%

+2.82%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

15.10%

14.81%

+0.29%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

16.40%

18.62%

-2.22%

MFDX vs. FIDI - Expense Ratio Comparison

Both MFDX and FIDI have an expense ratio of 0.39%.


Dividends

MFDX vs. FIDI - Dividend Comparison

MFDX's dividend yield for the trailing twelve months is around 2.91%, less than FIDI's 3.90% yield.


PositionTTM202520242023202220212020201920182017
FIDI
Fidelity International High Dividend ETF
3.90%4.33%5.72%4.80%5.09%4.00%3.36%4.26%4.37%0.00%
MFDX
PIMCO RAFI Dynamic Multi-Factor International Equity ETF
2.91%2.97%3.16%3.12%2.85%2.99%1.58%2.88%2.13%0.71%

Frequently Asked Questions


MFDX and FIDI have a correlation of 0.84, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

MFDX has higher volatility (4.45%) compared to FIDI (2.97%). In terms of maximum drawdown, MFDX dropped -36.05% vs FIDI's -46.34%.

On 5-year performance, FIDI leads with 12.70% vs 10.45% for MFDX. Both ETFs have the same 0.39% expense ratio. On volatility, FIDI has been the lower-risk option at 2.97%. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 5-year period, FIDI has performed better with a 12.70% return vs 10.45%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

MFDX and FIDI have the same expense ratio: 0.39% per year.

FIDI has the higher dividend yield at 3.90%, compared with 2.91% for MFDX.

MFDX tracks RAFI Dynamic Multi-Factor Developed Ex-U.S. Index, while FIDI tracks Fidelity® International High Dividend Index. They also come from different issuers: PIMCO and Fidelity.

FIDI currently has the higher Sharpe Ratio (2.71 vs 1.59), 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.

Portfolio Optimizer

Find the right allocation for MFDX and FIDI

Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

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