RESD vs. FXAIX
Compare and contrast key facts about WisdomTree International ESG Fund (RESD) and Fidelity 500 Index Fund (FXAIX).
RESD is an actively managed fund by WisdomTree. It was launched on Nov 3, 2016. FXAIX is managed by Fidelity.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: RESD or FXAIX.
Key characteristics
| RESD | FXAIX |
|---|
Correlation
The correlation between RESD and FXAIX is 0.68, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
RESD vs. FXAIX - Performance Comparison
The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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RESD vs. FXAIX - Expense Ratio Comparison
RESD has a 0.30% expense ratio, which is higher than FXAIX's 0.02% expense ratio.
Risk-Adjusted Performance
RESD vs. FXAIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for WisdomTree International ESG Fund (RESD) and Fidelity 500 Index Fund (FXAIX). 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.
Dividends
RESD vs. FXAIX - Dividend Comparison
RESD has not paid dividends to shareholders, while FXAIX's dividend yield for the trailing twelve months is around 1.27%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
RESD WisdomTree International ESG Fund | 0.48% | 2.73% | 0.26% | 2.33% | 1.87% | 2.52% | 1.82% | 1.00% | 0.25% | 0.00% | 0.00% | 0.00% |
FXAIX Fidelity 500 Index Fund | 1.27% | 1.45% | 1.69% | 1.22% | 1.60% | 2.06% | 2.72% | 1.97% | 2.52% | 2.83% | 2.63% | 1.84% |
Drawdowns
RESD vs. FXAIX - Drawdown Comparison
Volatility
RESD vs. FXAIX - Volatility Comparison
The current volatility for WisdomTree International ESG Fund (RESD) is 0.00%, while Fidelity 500 Index Fund (FXAIX) has a volatility of 3.10%. This indicates that RESD experiences smaller price fluctuations and is considered to be less risky than FXAIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.