QUSIX vs. FTISX
Compare and contrast key facts about Pear Tree Polaris Foreign Value Small Cap Fund (QUSIX) and Fidelity Advisor International Small Cap Fund Class M (FTISX).
QUSIX is managed by Pear Tree Funds. It was launched on Apr 30, 2008. FTISX is managed by Fidelity. It was launched on May 27, 2003.
Performance
QUSIX vs. FTISX - Performance Comparison
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QUSIX vs. FTISX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
QUSIX Pear Tree Polaris Foreign Value Small Cap Fund | -3.72% | 26.42% | -1.98% | 21.28% | -17.13% | 15.56% | 6.67% | 20.71% | -18.81% | 33.46% |
FTISX Fidelity Advisor International Small Cap Fund Class M | -2.63% | 24.03% | -0.46% | 18.97% | -17.12% | 12.83% | 9.29% | 20.77% | -16.57% | 31.41% |
Returns By Period
In the year-to-date period, QUSIX achieves a -3.72% return, which is significantly lower than FTISX's -2.63% return. Both investments have delivered pretty close results over the past 10 years, with QUSIX having a 7.43% annualized return and FTISX not far ahead at 7.47%.
QUSIX
- 1D
- -0.45%
- 1M
- -12.04%
- YTD
- -3.72%
- 6M
- -4.06%
- 1Y
- 15.88%
- 3Y*
- 10.53%
- 5Y*
- 4.52%
- 10Y*
- 7.43%
FTISX
- 1D
- -0.31%
- 1M
- -10.44%
- YTD
- -2.63%
- 6M
- -1.07%
- 1Y
- 15.28%
- 3Y*
- 9.69%
- 5Y*
- 4.52%
- 10Y*
- 7.47%
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QUSIX vs. FTISX - Expense Ratio Comparison
QUSIX has a 1.05% expense ratio, which is lower than FTISX's 1.57% expense ratio.
Return for Risk
QUSIX vs. FTISX — Risk / Return Rank
QUSIX
FTISX
QUSIX vs. FTISX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Pear Tree Polaris Foreign Value Small Cap Fund (QUSIX) and Fidelity Advisor International Small Cap Fund Class M (FTISX). 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.
| QUSIX | FTISX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.99 | 1.05 | -0.06 |
Sortino ratioReturn per unit of downside risk | 1.36 | 1.41 | -0.05 |
Omega ratioGain probability vs. loss probability | 1.20 | 1.22 | -0.01 |
Calmar ratioReturn relative to maximum drawdown | 1.05 | 1.21 | -0.16 |
Martin ratioReturn relative to average drawdown | 3.32 | 4.40 | -1.08 |
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
| QUSIX | FTISX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.99 | 1.05 | -0.06 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.32 | 0.34 | -0.02 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.52 | 0.54 | -0.02 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.76 | 0.68 | +0.08 |
Correlation
The correlation between QUSIX and FTISX is 0.72, 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
QUSIX vs. FTISX - Dividend Comparison
QUSIX's dividend yield for the trailing twelve months is around 3.03%, less than FTISX's 3.35% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
QUSIX Pear Tree Polaris Foreign Value Small Cap Fund | 3.03% | 2.92% | 3.28% | 2.48% | 4.90% | 2.43% | 3.89% | 2.96% | 5.09% | 3.00% | 2.06% | 2.20% |
FTISX Fidelity Advisor International Small Cap Fund Class M | 3.35% | 3.26% | 2.24% | 1.40% | 0.13% | 6.94% | 0.34% | 1.81% | 5.50% | 2.52% | 2.08% | 2.86% |
Drawdowns
QUSIX vs. FTISX - Drawdown Comparison
The maximum QUSIX drawdown since its inception was -42.87%, smaller than the maximum FTISX drawdown of -61.12%. Use the drawdown chart below to compare losses from any high point for QUSIX and FTISX.
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Drawdown Indicators
| QUSIX | FTISX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -42.87% | -61.12% | +18.25% |
Max Drawdown (1Y)Largest decline over 1 year | -12.09% | -10.75% | -1.34% |
Max Drawdown (5Y)Largest decline over 5 years | -32.21% | -31.45% | -0.76% |
Max Drawdown (10Y)Largest decline over 10 years | -42.87% | -39.55% | -3.32% |
Current DrawdownCurrent decline from peak | -12.09% | -10.44% | -1.65% |
Average DrawdownAverage peak-to-trough decline | -8.54% | -11.05% | +2.51% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.80% | 2.95% | +0.85% |
Volatility
QUSIX vs. FTISX - Volatility Comparison
The current volatility for Pear Tree Polaris Foreign Value Small Cap Fund (QUSIX) is 5.40%, while Fidelity Advisor International Small Cap Fund Class M (FTISX) has a volatility of 5.70%. This indicates that QUSIX experiences smaller price fluctuations and is considered to be less risky than FTISX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| QUSIX | FTISX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.40% | 5.70% | -0.30% |
Volatility (6M)Calculated over the trailing 6-month period | 9.11% | 8.67% | +0.44% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.44% | 13.29% | +1.15% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.19% | 13.36% | +0.83% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 14.29% | 13.92% | +0.37% |