VIDGX vs. FSGEX
Compare and contrast key facts about Vanguard International Dividend Growth Fund (VIDGX) and Fidelity Series Global ex U.S. Index Fund (FSGEX).
VIDGX is an actively managed fund by Vanguard. It was launched on Nov 15, 2023. FSGEX is managed by Fidelity. It was launched on Sep 29, 2009.
Performance
VIDGX vs. FSGEX - Performance Comparison
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VIDGX vs. FSGEX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | |
|---|---|---|---|---|
VIDGX Vanguard International Dividend Growth Fund | -2.56% | 18.76% | -1.06% | 5.99% |
FSGEX Fidelity Series Global ex U.S. Index Fund | 1.75% | 32.99% | 5.34% | 12.73% |
Returns By Period
In the year-to-date period, VIDGX achieves a -2.56% return, which is significantly lower than FSGEX's 1.75% return.
VIDGX
- 1D
- 2.14%
- 1M
- -7.97%
- YTD
- -2.56%
- 6M
- -0.85%
- 1Y
- 8.49%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
FSGEX
- 1D
- 2.99%
- 1M
- -6.85%
- YTD
- 1.75%
- 6M
- 6.01%
- 1Y
- 26.91%
- 3Y*
- 15.45%
- 5Y*
- 7.34%
- 10Y*
- 8.87%
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VIDGX vs. FSGEX - Expense Ratio Comparison
VIDGX has a 0.55% expense ratio, which is higher than FSGEX's 0.01% expense ratio.
Return for Risk
VIDGX vs. FSGEX — Risk / Return Rank
VIDGX
FSGEX
VIDGX vs. FSGEX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard International Dividend Growth Fund (VIDGX) and Fidelity Series Global ex U.S. Index Fund (FSGEX). 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.
| VIDGX | FSGEX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.57 | 1.70 | -1.12 |
Sortino ratioReturn per unit of downside risk | 0.89 | 2.26 | -1.38 |
Omega ratioGain probability vs. loss probability | 1.12 | 1.34 | -0.22 |
Calmar ratioReturn relative to maximum drawdown | 0.64 | 2.36 | -1.72 |
Martin ratioReturn relative to average drawdown | 2.42 | 9.13 | -6.71 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| VIDGX | FSGEX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.57 | 1.70 | -1.12 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | 0.49 | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.55 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.66 | 0.37 | +0.29 |
Correlation
The correlation between VIDGX and FSGEX is 0.83, 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.
Dividends
VIDGX vs. FSGEX - Dividend Comparison
VIDGX's dividend yield for the trailing twelve months is around 1.79%, less than FSGEX's 2.97% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VIDGX Vanguard International Dividend Growth Fund | 1.79% | 1.74% | 4.16% | 0.18% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
FSGEX Fidelity Series Global ex U.S. Index Fund | 2.97% | 3.02% | 2.98% | 2.90% | 2.78% | 2.59% | 1.68% | 2.10% | 2.86% | 2.48% | 2.56% | 2.61% |
Drawdowns
VIDGX vs. FSGEX - Drawdown Comparison
The maximum VIDGX drawdown since its inception was -14.09%, smaller than the maximum FSGEX drawdown of -34.74%. Use the drawdown chart below to compare losses from any high point for VIDGX and FSGEX.
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Drawdown Indicators
| VIDGX | FSGEX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -14.09% | -34.74% | +20.65% |
Max Drawdown (1Y)Largest decline over 1 year | -12.25% | -11.24% | -1.01% |
Max Drawdown (5Y)Largest decline over 5 years | — | -29.66% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -34.74% | — |
Current DrawdownCurrent decline from peak | -9.64% | -8.59% | -1.05% |
Average DrawdownAverage peak-to-trough decline | -3.24% | -8.51% | +5.27% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.22% | 2.90% | +0.32% |
Volatility
VIDGX vs. FSGEX - Volatility Comparison
The current volatility for Vanguard International Dividend Growth Fund (VIDGX) is 6.02%, while Fidelity Series Global ex U.S. Index Fund (FSGEX) has a volatility of 7.91%. This indicates that VIDGX experiences smaller price fluctuations and is considered to be less risky than FSGEX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| VIDGX | FSGEX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.02% | 7.91% | -1.89% |
Volatility (6M)Calculated over the trailing 6-month period | 9.48% | 11.22% | -1.74% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.10% | 16.32% | -1.22% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 12.71% | 15.20% | -2.49% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 12.71% | 16.14% | -3.43% |