SFILX vs. FSPSX

The year-to-date returns for both investments are quite close, with SFILX having a 14.52% return and FSPSX slightly higher at 14.66%. Over the past 10 years, SFILX has underperformed FSPSX with an annualized return of 4.20%, while FSPSX has yielded a comparatively higher 5.60% annualized return.

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SFILX has a 0.39% expense ratio, which is higher than FSPSX's 0.04% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Schwab Fundamental International Small Company Index Fund (SFILX) and Fidelity International Index Fund (FSPSX). 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.

The current SFILX Sharpe Ratio is 0.83, which is comparable to the FSPSX Sharpe Ratio of 0.69. The chart below compares the historical Sharpe Ratios of SFILX and FSPSX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

SFILX's dividend yield for the trailing twelve months is around 3.11%, more than FSPSX's 2.53% yield.

The maximum SFILX drawdown since its inception was -54.03%, which is greater than FSPSX's maximum drawdown of -33.69%. Use the drawdown chart below to compare losses from any high point for SFILX and FSPSX. For additional features, visit the drawdowns tool.

The current volatility for Schwab Fundamental International Small Company Index Fund (SFILX) is 2.50%, while Fidelity International Index Fund (FSPSX) has a volatility of 2.96%. This indicates that SFILX experiences smaller price fluctuations and is considered to be less risky than FSPSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.