VFWPX vs. FDIVX
Compare and contrast key facts about Vanguard FTSE All-World ex-US Index Fund Institutional Plus Shares (VFWPX) and Fidelity Diversified International Fund (FDIVX).
VFWPX is managed by Vanguard. It was launched on Dec 16, 2010. FDIVX is managed by Fidelity. It was launched on Dec 27, 1991.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VFWPX or FDIVX.
Correlation
The correlation between VFWPX and FDIVX is 0.80, 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.
Performance
VFWPX vs. FDIVX - Performance Comparison
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Key characteristics
VFWPX:
0.72
FDIVX:
0.47
VFWPX:
1.16
FDIVX:
0.84
VFWPX:
1.16
FDIVX:
1.11
VFWPX:
0.92
FDIVX:
0.41
VFWPX:
2.86
FDIVX:
1.99
VFWPX:
4.27%
FDIVX:
4.89%
VFWPX:
15.89%
FDIVX:
18.71%
VFWPX:
-34.85%
FDIVX:
-59.98%
VFWPX:
0.00%
FDIVX:
-9.40%
Returns By Period
The year-to-date returns for both investments are quite close, with VFWPX having a 11.96% return and FDIVX slightly higher at 12.14%. Over the past 10 years, VFWPX has outperformed FDIVX with an annualized return of 5.23%, while FDIVX has yielded a comparatively lower 3.28% annualized return.
VFWPX
11.96%
9.70%
8.18%
11.28%
11.57%
5.23%
FDIVX
12.14%
9.50%
5.33%
8.80%
7.05%
3.28%
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VFWPX vs. FDIVX - Expense Ratio Comparison
VFWPX has a 0.06% expense ratio, which is lower than FDIVX's 1.01% expense ratio.
Risk-Adjusted Performance
VFWPX vs. FDIVX — Risk-Adjusted Performance Rank
VFWPX
FDIVX
VFWPX vs. FDIVX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard FTSE All-World ex-US Index Fund Institutional Plus Shares (VFWPX) and Fidelity Diversified International Fund (FDIVX). 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.
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Dividends
VFWPX vs. FDIVX - Dividend Comparison
VFWPX's dividend yield for the trailing twelve months is around 2.88%, less than FDIVX's 3.50% yield.
TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
VFWPX Vanguard FTSE All-World ex-US Index Fund Institutional Plus Shares | 2.88% | 3.26% | 3.33% | 3.12% | 3.08% | 2.01% | 3.12% | 3.30% | 2.70% | 3.00% | 2.99% | 3.57% |
FDIVX Fidelity Diversified International Fund | 3.50% | 3.93% | 4.29% | 1.34% | 10.59% | 0.97% | 1.32% | 7.32% | 5.30% | 1.36% | 2.23% | 4.97% |
Drawdowns
VFWPX vs. FDIVX - Drawdown Comparison
The maximum VFWPX drawdown since its inception was -34.85%, smaller than the maximum FDIVX drawdown of -59.98%. Use the drawdown chart below to compare losses from any high point for VFWPX and FDIVX. For additional features, visit the drawdowns tool.
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Volatility
VFWPX vs. FDIVX - Volatility Comparison
Vanguard FTSE All-World ex-US Index Fund Institutional Plus Shares (VFWPX) and Fidelity Diversified International Fund (FDIVX) have volatilities of 3.82% and 3.86%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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