SC06.DE vs. FXAIX
Compare and contrast key facts about Invesco European Media Sector UCITS ETF (SC06.DE) and Fidelity 500 Index Fund (FXAIX).
SC06.DE is a passively managed fund by Invesco that tracks the performance of the STOXX® Europe 600 Optimised Media. It was launched on Jul 3, 2009. FXAIX is managed by Fidelity.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SC06.DE or FXAIX.
Correlation
The correlation between SC06.DE and FXAIX is 0.24, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
SC06.DE vs. FXAIX - Performance Comparison
Key characteristics
SC06.DE:
1.57
FXAIX:
1.87
SC06.DE:
2.11
FXAIX:
2.52
SC06.DE:
1.29
FXAIX:
1.34
SC06.DE:
2.44
FXAIX:
2.83
SC06.DE:
8.83
FXAIX:
11.72
SC06.DE:
2.33%
FXAIX:
2.04%
SC06.DE:
13.13%
FXAIX:
12.76%
SC06.DE:
-38.98%
FXAIX:
-33.79%
SC06.DE:
0.00%
FXAIX:
-0.42%
Returns By Period
In the year-to-date period, SC06.DE achieves a 9.31% return, which is significantly higher than FXAIX's 4.19% return. Over the past 10 years, SC06.DE has outperformed FXAIX with an annualized return of 14.49%, while FXAIX has yielded a comparatively lower 13.09% annualized return.
SC06.DE
9.31%
6.26%
14.93%
18.07%
15.16%
14.49%
FXAIX
4.19%
1.25%
10.54%
24.46%
14.70%
13.09%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
SC06.DE vs. FXAIX - Expense Ratio Comparison
SC06.DE has a 0.20% expense ratio, which is higher than FXAIX's 0.02% 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%.
Risk-Adjusted Performance
SC06.DE vs. FXAIX — Risk-Adjusted Performance Rank
SC06.DE
FXAIX
SC06.DE vs. FXAIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Invesco European Media Sector UCITS ETF (SC06.DE) 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
SC06.DE vs. FXAIX - Dividend Comparison
SC06.DE has not paid dividends to shareholders, while FXAIX's dividend yield for the trailing twelve months is around 1.20%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SC06.DE Invesco European Media Sector UCITS ETF | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
FXAIX Fidelity 500 Index Fund | 1.20% | 1.25% | 1.45% | 1.69% | 1.22% | 1.60% | 1.95% | 2.07% | 1.81% | 2.01% | 2.56% | 2.63% |
Drawdowns
SC06.DE vs. FXAIX - Drawdown Comparison
The maximum SC06.DE drawdown since its inception was -38.98%, which is greater than FXAIX's maximum drawdown of -33.79%. Use the drawdown chart below to compare losses from any high point for SC06.DE and FXAIX. For additional features, visit the drawdowns tool.
Volatility
SC06.DE vs. FXAIX - Volatility Comparison
The current volatility for Invesco European Media Sector UCITS ETF (SC06.DE) is 2.84%, while Fidelity 500 Index Fund (FXAIX) has a volatility of 3.00%. This indicates that SC06.DE 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.