Correlation
The correlation between WWJD and FXAIX is 0.75, 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.
WWJD vs. FXAIX
Compare and contrast key facts about Inspire International ESG ETF (WWJD) and Fidelity 500 Index Fund (FXAIX).
WWJD is a passively managed fund by Inspire that tracks the performance of the Inspire Global Hope Ex-US Index. It was launched on Sep 30, 2019. FXAIX is managed by Fidelity.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: WWJD or FXAIX.
Performance
WWJD vs. FXAIX - Performance Comparison
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Key characteristics
WWJD:
0.72
FXAIX:
0.61
WWJD:
1.03
FXAIX:
0.90
WWJD:
1.14
FXAIX:
1.13
WWJD:
0.74
FXAIX:
0.59
WWJD:
2.10
FXAIX:
2.24
WWJD:
5.31%
FXAIX:
4.84%
WWJD:
17.62%
FXAIX:
19.71%
WWJD:
-35.76%
FXAIX:
-33.79%
WWJD:
-0.39%
FXAIX:
-4.94%
Returns By Period
In the year-to-date period, WWJD achieves a 15.85% return, which is significantly higher than FXAIX's -0.54% return.
WWJD
15.85%
5.71%
13.57%
12.04%
9.71%
14.30%
N/A
FXAIX
-0.54%
5.16%
-1.86%
11.17%
15.62%
16.26%
12.50%
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WWJD vs. FXAIX - Expense Ratio Comparison
WWJD has a 0.80% expense ratio, which is higher than FXAIX's 0.02% expense ratio.
Risk-Adjusted Performance
WWJD vs. FXAIX — Risk-Adjusted Performance Rank
WWJD
FXAIX
WWJD vs. FXAIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Inspire International ESG ETF (WWJD) 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.
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Dividends
WWJD vs. FXAIX - Dividend Comparison
WWJD's dividend yield for the trailing twelve months is around 2.46%, more than FXAIX's 1.58% yield.
TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
WWJD Inspire International ESG ETF | 2.46% | 2.99% | 2.56% | 2.09% | 15.21% | 1.22% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
FXAIX Fidelity 500 Index Fund | 1.58% | 1.25% | 1.45% | 1.69% | 1.22% | 1.60% | 2.06% | 2.72% | 1.97% | 2.52% | 2.83% | 2.08% |
Drawdowns
WWJD vs. FXAIX - Drawdown Comparison
The maximum WWJD drawdown since its inception was -35.76%, which is greater than FXAIX's maximum drawdown of -33.79%. Use the drawdown chart below to compare losses from any high point for WWJD and FXAIX.
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Volatility
WWJD vs. FXAIX - Volatility Comparison
The current volatility for Inspire International ESG ETF (WWJD) is 2.17%, while Fidelity 500 Index Fund (FXAIX) has a volatility of 4.37%. This indicates that WWJD 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.
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