VIAAX vs. FZROX
Compare and contrast key facts about Vanguard International Dividend Appreciation Index Fund Admiral Shares (VIAAX) and Fidelity ZERO Total Market Index Fund (FZROX).
VIAAX is managed by Vanguard. It was launched on Mar 2, 2016. FZROX is managed by Fidelity.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VIAAX or FZROX.
Key characteristics
| VIAAX | FZROX | |
|---|---|---|
| YTD Return | 7.82% | 26.41% |
| 1Y Return | 19.42% | 40.58% |
| 3Y Return (Ann) | 1.20% | 9.00% |
| 5Y Return (Ann) | 7.02% | 15.47% |
| Sharpe Ratio | 1.70 | 3.09 |
| Sortino Ratio | 2.43 | 4.11 |
| Omega Ratio | 1.29 | 1.57 |
| Calmar Ratio | 1.33 | 4.45 |
| Martin Ratio | 8.67 | 20.14 |
| Ulcer Index | 2.22% | 1.96% |
| Daily Std Dev | 11.35% | 12.76% |
| Max Drawdown | -30.78% | -34.96% |
| Current Drawdown | -5.40% | 0.00% |
Correlation
The correlation between VIAAX and FZROX is 0.79, 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
VIAAX vs. FZROX - Performance Comparison
In the year-to-date period, VIAAX achieves a 7.82% return, which is significantly lower than FZROX's 26.41% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
VIAAX vs. FZROX - Expense Ratio Comparison
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%.
Risk-Adjusted Performance
VIAAX vs. FZROX - Risk-Adjusted Performance Comparison
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.
Dividends
VIAAX vs. FZROX - Dividend Comparison
VIAAX's dividend yield for the trailing twelve months is around 1.96%, more than FZROX's 1.08% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|
VIAAX Vanguard International Dividend Appreciation Index Fund Admiral Shares | 1.96% | 1.92% | 2.05% | 0.94% | 1.28% | 1.83% | 1.99% | 1.69% | 1.06% |
FZROX Fidelity ZERO Total Market Index Fund | 1.08% | 1.36% | 1.57% | 1.08% | 1.27% | 1.45% | 0.63% | 0.00% | 0.00% |
Drawdowns
VIAAX vs. FZROX - Drawdown Comparison
The maximum VIAAX drawdown since its inception was -30.78%, 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.
Volatility
VIAAX vs. FZROX - Volatility Comparison
The current volatility for Vanguard International Dividend Appreciation Index Fund Admiral Shares (VIAAX) is 3.20%, while Fidelity ZERO Total Market Index Fund (FZROX) has a volatility of 4.06%. 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.