VIAAX vs. FZROX

In the year-to-date period, VIAAX achieves a 8.92% return, which is significantly higher than FZROX's 0.25% return.

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VIAAX has a 0.16% expense ratio, which is higher than FZROX'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%.

This table presents a comparison of risk-adjusted performance metrics for Vanguard International Dividend Appreciation Index Fund Admiral Shares (VIAAX) and Fidelity ZERO Total Market Index Fund (FZROX). 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 VIAAX Sharpe Ratio is 0.63, which is comparable to the FZROX Sharpe Ratio of 0.69. The chart below compares the historical Sharpe Ratios of VIAAX and FZROX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

VIAAX's dividend yield for the trailing twelve months is around 1.87%, more than FZROX's 1.16% yield.

The maximum VIAAX drawdown since its inception was -32.73%, smaller than the maximum FZROX drawdown of -34.96%. Use the drawdown chart below to compare losses from any high point for VIAAX and FZROX. For additional features, visit the drawdowns tool.

The current volatility for Vanguard International Dividend Appreciation Index Fund Admiral Shares (VIAAX) is 3.32%, while Fidelity ZERO Total Market Index Fund (FZROX) has a volatility of 6.22%. This indicates that VIAAX experiences smaller price fluctuations and is considered to be less risky than FZROX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.