WOMN vs. FXAIX
Compare and contrast key facts about Impact Shares YWCA Women’s Empowerment ETF (WOMN) and Fidelity 500 Index Fund (FXAIX).
WOMN is a passively managed fund by Impact Shares that tracks the performance of the Morningstar Women’s Empowerment Index. It was launched on Aug 24, 2018. FXAIX is managed by Fidelity.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: WOMN or FXAIX.
Correlation
The correlation between WOMN and FXAIX is 0.89, 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
WOMN vs. FXAIX - Performance Comparison
Key characteristics
WOMN:
1.50
FXAIX:
1.75
WOMN:
2.07
FXAIX:
2.36
WOMN:
1.27
FXAIX:
1.32
WOMN:
2.74
FXAIX:
2.66
WOMN:
7.83
FXAIX:
11.02
WOMN:
2.10%
FXAIX:
2.04%
WOMN:
10.97%
FXAIX:
12.89%
WOMN:
-32.20%
FXAIX:
-33.79%
WOMN:
-1.57%
FXAIX:
-2.12%
Returns By Period
In the year-to-date period, WOMN achieves a 4.43% return, which is significantly higher than FXAIX's 2.42% return.
WOMN
4.43%
1.76%
7.41%
14.85%
15.42%
N/A
FXAIX
2.42%
-1.08%
7.43%
19.81%
14.30%
12.86%
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WOMN vs. FXAIX - Expense Ratio Comparison
WOMN has a 0.75% expense ratio, which is higher than FXAIX's 0.02% expense ratio.
Risk-Adjusted Performance
WOMN vs. FXAIX — Risk-Adjusted Performance Rank
WOMN
FXAIX
WOMN vs. FXAIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Impact Shares YWCA Women’s Empowerment ETF (WOMN) and Fidelity 500 Index Fund (FXAIX). 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
WOMN vs. FXAIX - Dividend Comparison
WOMN's dividend yield for the trailing twelve months is around 1.03%, less than FXAIX's 1.22% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WOMN Impact Shares YWCA Women’s Empowerment ETF | 1.03% | 1.07% | 1.80% | 8.82% | 3.10% | 6.15% | 1.11% | 0.90% | 0.00% | 0.00% | 0.00% | 0.00% |
FXAIX Fidelity 500 Index Fund | 1.22% | 1.25% | 1.45% | 1.69% | 1.22% | 1.60% | 1.95% | 2.07% | 1.81% | 2.01% | 2.56% | 2.63% |
Drawdowns
WOMN vs. FXAIX - Drawdown Comparison
The maximum WOMN drawdown since its inception was -32.20%, roughly equal to the maximum FXAIX drawdown of -33.79%. Use the drawdown chart below to compare losses from any high point for WOMN and FXAIX. For additional features, visit the drawdowns tool.
Volatility
WOMN vs. FXAIX - Volatility Comparison
The current volatility for Impact Shares YWCA Women’s Empowerment ETF (WOMN) is 2.75%, while Fidelity 500 Index Fund (FXAIX) has a volatility of 3.43%. This indicates that WOMN experiences smaller price fluctuations and is considered to be less risky than FXAIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.