VSGX vs. FNIDX
Compare and contrast key facts about Vanguard ESG International Stock ETF (VSGX) and Fidelity International Sustainability Index Fd (FNIDX).
VSGX is a passively managed fund by Vanguard that tracks the performance of the FTSE Global All Cap ex US Choice Index.. It was launched on Sep 18, 2018. FNIDX is managed by Fidelity. It was launched on May 9, 2017.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VSGX or FNIDX.
Correlation
The correlation between VSGX and FNIDX is 0.97, 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
VSGX vs. FNIDX - Performance Comparison
Key characteristics
VSGX:
0.55
FNIDX:
0.53
VSGX:
0.88
FNIDX:
0.85
VSGX:
1.12
FNIDX:
1.11
VSGX:
0.67
FNIDX:
0.59
VSGX:
2.14
FNIDX:
1.75
VSGX:
4.32%
FNIDX:
4.98%
VSGX:
16.78%
FNIDX:
16.38%
VSGX:
-33.10%
FNIDX:
-33.17%
VSGX:
-5.51%
FNIDX:
-6.67%
Returns By Period
The year-to-date returns for both investments are quite close, with VSGX having a 2.84% return and FNIDX slightly higher at 2.89%.
VSGX
2.84%
-5.11%
-3.29%
8.90%
8.81%
N/A
FNIDX
2.89%
-4.97%
-4.06%
8.92%
8.40%
N/A
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VSGX vs. FNIDX - Expense Ratio Comparison
VSGX has a 0.12% expense ratio, which is lower than FNIDX's 0.20% expense ratio. Despite the difference, 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
VSGX vs. FNIDX — Risk-Adjusted Performance Rank
VSGX
FNIDX
VSGX vs. FNIDX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard ESG International Stock ETF (VSGX) and Fidelity International Sustainability Index Fd (FNIDX). 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
VSGX vs. FNIDX - Dividend Comparison
VSGX's dividend yield for the trailing twelve months is around 3.17%, more than FNIDX's 2.27% yield.
TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
---|---|---|---|---|---|---|---|---|---|
VSGX Vanguard ESG International Stock ETF | 3.17% | 3.10% | 2.77% | 2.61% | 2.50% | 1.67% | 2.28% | 0.38% | 0.00% |
FNIDX Fidelity International Sustainability Index Fd | 2.27% | 2.34% | 2.64% | 2.32% | 1.93% | 1.13% | 2.17% | 2.28% | 1.27% |
Drawdowns
VSGX vs. FNIDX - Drawdown Comparison
The maximum VSGX drawdown since its inception was -33.10%, roughly equal to the maximum FNIDX drawdown of -33.17%. Use the drawdown chart below to compare losses from any high point for VSGX and FNIDX. For additional features, visit the drawdowns tool.
Volatility
VSGX vs. FNIDX - Volatility Comparison
Vanguard ESG International Stock ETF (VSGX) and Fidelity International Sustainability Index Fd (FNIDX) have volatilities of 10.45% and 10.24%, 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.