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SGVA vs FIDI

Comparison between F/m Accumulator Ultrashort Treasury Fund (SGVA, ETF) and FIDELITY INTERNATIONAL HIGH DIVIDEND ETF (FIDI, ETF).

SGVA vs FIDI - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
SGVA
$361M
Winner
FIDI
$362M
Expense Ratio
SGVA
0.22%
Winner
FIDI
0.18%
Max Drawdown
Winner
SGVA
0.01%
FIDI
50.61%
Sharpe Ratio
SGVA
-1.13
Winner
FIDI
1.75
5Y Beta
Winner
SGVA
-0.00
FIDI
0.49
5Y Dividends CAGR
SGVA
N/A
FIDI
14.41%

SGVA vs FIDI - Holdings Comparison

SGVA and FIDI have 0 common holdings. Overlap is 0.00%

SGVA's top 25 holdings weight is 99.98%. FIDI's top 25 holdings weight is 54.81%.

RankSGVAFIDI
#1
INVESCO SHORT TERM TREASURY ETF (TBLL) - 92.35%
EQUINOR ASA (n/a) - 3.83%
#2
ISHARES® 0-3 MONTH TREASURY BOND ETF (SGOV) - 7.63%
TOTALENERGIES SE (TTE:XPAR) - 3.47%
#3N/A
CANADIAN NATURAL RESOURCES LTD (n/a) - 2.93%
#4N/A
KLEPIERRE (n/a) - 2.79%
#5N/A
NESTLE SA (n/a) - 2.49%
#6N/A
WOODSIDE ENERGY GROUP LTD (n/a) - 2.46%
#7N/A
ENBRIDGE INC (n/a) - 2.39%
#8N/A
ENEL SPA (n/a) - 2.37%
#9N/A
LINK REAL ESTATE INVESTMENT TRUST (n/a) - 2.36%
#10N/A
DAITO TRUST CONSTRUCTION CO LTD (n/a) - 2.36%
#11N/A
NATURGY ENERGY GROUP SA (n/a) - 2.33%
#12N/A
JAPAN TOBACCO INC (n/a) - 2.25%
#13N/A
ENGIE SA (n/a) - 2.21%
#14N/A
ORIGIN ENERGY LTD (n/a) - 2.12%
#15N/A
CAPITAL POWER CORP (n/a) - 1.98%
#16N/A
BRITISH AMERICAN TOBACCO PLC (n/a) - 1.89%
#17N/A
TOYOTA MOTOR CORP (n/a) - 1.82%
#18N/A
COLES GROUP LTD (n/a) - 1.78%
#19N/A
CARREFOUR (n/a) - 1.70%
#20N/A
WESFARMERS LTD (n/a) - 1.64%
#21N/A
FIRSTSERVICE CORP ORDINARY SHARES (FSV) - 1.60%
#22N/A
RENAULT SA (n/a) - 1.60%
#23N/A
HSBC HOLDINGS PLC (n/a) - 1.53%
#24N/A
HONDA MOTOR CO LTD (n/a) - 1.49%
#25N/A
MERCEDES-BENZ GROUP AG (n/a) - 1.42%
Total Holdings2117

SGVA vs FIDI - Historical Returns

Returns include dividend reinvestment.

1M
SGVA
+0.31%
Winner
FIDI
+3.22%
3M
SGVA
+0.71%
Winner
FIDI
+6.18%
6M
SGVA
N/A
FIDI
+6.45%
1Y
SGVA
N/A
FIDI
+26.24%
5Y(CAGR)
SGVA
N/A
FIDI
+12.85%
10Y(CAGR)
SGVA
N/A
FIDI
+6.54%
Max(CAGR)
SGVA
+3.55%
Winner
FIDI
+6.54%

SGVA vs FIDI - Annual Returns (2018 - 2026)

Returns include dividend reinvestment.

YearSGVAFIDI
2026+0.71%+16.00%
2025N/A+39.31%
2024N/A+0.60%
2023N/A+15.81%
2022N/A-5.45%
2021N/A+16.76%
2020N/A-12.62%
2019N/A+16.38%
2018N/A-20.15%

SGVA vs FIDI Drawdown Comparison

The maximum drawdown for SGVA was -0.01%, occurring on Jun 25, 2026. Recovery took 2 trading sessions.

The maximum drawdown for FIDI was -46.34%, occurring on Mar 16, 2020. Recovery took 999 trading sessions.

The current FIDI drawdown is -0.18%.

RankSGVAFIDI
#1-0.01%
Jun 24, 2026 - Jun 26, 2026
-46.34%
Jan 26, 2018 - Jan 13, 2022
#2N/A-26.03%
Feb 9, 2022 - Dec 14, 2023
#3N/A-12.08%
Mar 19, 2025 - Apr 24, 2025
#4N/A-10.83%
Sep 27, 2024 - Mar 5, 2025
#5N/A-7.34%
May 20, 2024 - Aug 23, 2024
#6N/A-6.93%
Feb 26, 2026 - Apr 13, 2026
#7N/A-4.96%
Jan 8, 2024 - Mar 6, 2024
#8N/A-4.64%
Nov 12, 2025 - Dec 4, 2025
#9N/A-4.28%
Apr 9, 2024 - May 9, 2024
#10N/A-3.93%
Apr 14, 2026 - Jul 14, 2026
#11N/A-3.67%
Jul 23, 2025 - Aug 12, 2025
#12N/A-3.24%
Jan 14, 2022 - Feb 8, 2022
#13N/A-2.94%
Aug 22, 2025 - Oct 3, 2025
#14N/A-2.86%
Aug 30, 2024 - Sep 16, 2024
#15N/A-2.68%
Jun 12, 2025 - Jun 30, 2025

Correlation

Correlation between SGVA and FIDI is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.

0.97
-101

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