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.
Key characteristics
| WWJD | FXAIX | |
|---|---|---|
| YTD Return | 3.07% | 26.96% |
| 1Y Return | 12.18% | 35.01% |
| 3Y Return (Ann) | 0.42% | 10.23% |
| 5Y Return (Ann) | 7.05% | 15.78% |
| Sharpe Ratio | 1.16 | 3.06 |
| Sortino Ratio | 1.70 | 4.07 |
| Omega Ratio | 1.21 | 1.58 |
| Calmar Ratio | 1.48 | 4.45 |
| Martin Ratio | 5.65 | 20.17 |
| Ulcer Index | 2.78% | 1.86% |
| Daily Std Dev | 13.52% | 12.27% |
| Max Drawdown | -35.76% | -33.79% |
| Current Drawdown | -8.54% | -0.25% |
Correlation
The correlation between WWJD and FXAIX is 0.76, 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
WWJD vs. FXAIX - Performance Comparison
In the year-to-date period, WWJD achieves a 3.07% return, which is significantly lower than FXAIX's 26.96% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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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 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.
Dividends
WWJD vs. FXAIX - Dividend Comparison
WWJD's dividend yield for the trailing twelve months is around 2.73%, more than FXAIX's 1.21% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WWJD Inspire International ESG ETF | 2.73% | 2.56% | 2.09% | 15.21% | 1.22% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
FXAIX Fidelity 500 Index Fund | 1.21% | 1.45% | 1.69% | 1.22% | 1.60% | 1.95% | 2.07% | 1.81% | 2.01% | 2.56% | 2.63% | 1.84% |
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. For additional features, visit the drawdowns tool.
Volatility
WWJD vs. FXAIX - Volatility Comparison
Inspire International ESG ETF (WWJD) has a higher volatility of 3.98% compared to Fidelity 500 Index Fund (FXAIX) at 3.74%. This indicates that WWJD's price experiences larger fluctuations and is considered to be riskier than FXAIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.