VDPG.L vs. FDFIX
Compare and contrast key facts about Vanguard FTSE Developed Asia Pacific ex Japan UCITS ETF Acc (VDPG.L) and Fidelity Flex 500 Index Fund (FDFIX).
VDPG.L is a passively managed fund by Vanguard that tracks the performance of the MSCI AC Asia Pac Ex JPN NR USD. It was launched on Sep 24, 2019. FDFIX is managed by Fidelity. It was launched on Mar 9, 2017.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VDPG.L or FDFIX.
Key characteristics
| VDPG.L | FDFIX | |
|---|---|---|
| YTD Return | -0.44% | 26.24% |
| 1Y Return | 5.03% | 33.98% |
| 3Y Return (Ann) | -0.05% | 9.99% |
| 5Y Return (Ann) | 3.80% | 15.63% |
| Sharpe Ratio | 0.46 | 2.80 |
| Sortino Ratio | 0.73 | 3.74 |
| Omega Ratio | 1.09 | 1.52 |
| Calmar Ratio | 0.50 | 4.05 |
| Martin Ratio | 1.93 | 18.35 |
| Ulcer Index | 3.24% | 1.86% |
| Daily Std Dev | 13.64% | 12.19% |
| Max Drawdown | -30.11% | -33.77% |
| Current Drawdown | -5.05% | -0.86% |
Correlation
The correlation between VDPG.L and FDFIX is 0.55, 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
VDPG.L vs. FDFIX - Performance Comparison
In the year-to-date period, VDPG.L achieves a -0.44% return, which is significantly lower than FDFIX's 26.24% return. 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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VDPG.L vs. FDFIX - Expense Ratio Comparison
VDPG.L has a 0.15% expense ratio, which is higher than FDFIX's 0.00% 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
VDPG.L vs. FDFIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard FTSE Developed Asia Pacific ex Japan UCITS ETF Acc (VDPG.L) and Fidelity Flex 500 Index Fund (FDFIX). 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
VDPG.L vs. FDFIX - Dividend Comparison
VDPG.L has not paid dividends to shareholders, while FDFIX's dividend yield for the trailing twelve months is around 1.23%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|
VDPG.L Vanguard FTSE Developed Asia Pacific ex Japan UCITS ETF Acc | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
FDFIX Fidelity Flex 500 Index Fund | 1.23% | 1.48% | 1.70% | 1.18% | 1.52% | 1.78% | 1.81% | 0.85% |
Drawdowns
VDPG.L vs. FDFIX - Drawdown Comparison
The maximum VDPG.L drawdown since its inception was -30.11%, smaller than the maximum FDFIX drawdown of -33.77%. Use the drawdown chart below to compare losses from any high point for VDPG.L and FDFIX. For additional features, visit the drawdowns tool.
Volatility
VDPG.L vs. FDFIX - Volatility Comparison
Vanguard FTSE Developed Asia Pacific ex Japan UCITS ETF Acc (VDPG.L) has a higher volatility of 5.29% compared to Fidelity Flex 500 Index Fund (FDFIX) at 3.79%. This indicates that VDPG.L's price experiences larger fluctuations and is considered to be riskier than FDFIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.