FADMX vs. SCHI
Compare and contrast key facts about Fidelity Strategic Income Fund (FADMX) and Schwab 5-10 Year Corporate Bond ETF (SCHI).
FADMX is managed by Fidelity. It was launched on Oct 31, 1994. SCHI is a passively managed fund by Charles Schwab that tracks the performance of the Bloomberg US Aggregate Credit - Corporate (5-10 Y). It was launched on Oct 10, 2019.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FADMX or SCHI.
Correlation
The correlation between FADMX and SCHI is 0.26, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
FADMX vs. SCHI - Performance Comparison
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Key characteristics
FADMX:
1.58
SCHI:
1.21
FADMX:
2.40
SCHI:
1.71
FADMX:
1.30
SCHI:
1.21
FADMX:
1.64
SCHI:
0.08
FADMX:
6.19
SCHI:
3.84
FADMX:
0.99%
SCHI:
1.71%
FADMX:
3.81%
SCHI:
5.54%
FADMX:
-16.68%
SCHI:
-89.05%
FADMX:
-0.62%
SCHI:
-86.53%
Returns By Period
In the year-to-date period, FADMX achieves a 1.31% return, which is significantly lower than SCHI's 2.37% return.
FADMX
1.31%
2.27%
0.71%
6.14%
3.56%
N/A
SCHI
2.37%
1.79%
1.40%
6.97%
1.34%
N/A
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FADMX vs. SCHI - Expense Ratio Comparison
FADMX has a 0.66% expense ratio, which is higher than SCHI's 0.05% expense ratio.
Risk-Adjusted Performance
FADMX vs. SCHI — Risk-Adjusted Performance Rank
FADMX
SCHI
FADMX vs. SCHI - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Strategic Income Fund (FADMX) and Schwab 5-10 Year Corporate Bond ETF (SCHI). 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
FADMX vs. SCHI - Dividend Comparison
FADMX's dividend yield for the trailing twelve months is around 4.13%, less than SCHI's 5.12% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|
FADMX Fidelity Strategic Income Fund | 4.13% | 4.21% | 4.32% | 3.67% | 2.75% | 3.33% | 3.46% | 2.61% |
SCHI Schwab 5-10 Year Corporate Bond ETF | 5.12% | 5.12% | 4.28% | 3.10% | 1.93% | 2.31% | 0.53% | 0.00% |
Drawdowns
FADMX vs. SCHI - Drawdown Comparison
The maximum FADMX drawdown since its inception was -16.68%, smaller than the maximum SCHI drawdown of -89.05%. Use the drawdown chart below to compare losses from any high point for FADMX and SCHI. For additional features, visit the drawdowns tool.
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Volatility
FADMX vs. SCHI - Volatility Comparison
The current volatility for Fidelity Strategic Income Fund (FADMX) is 1.18%, while Schwab 5-10 Year Corporate Bond ETF (SCHI) has a volatility of 1.94%. This indicates that FADMX experiences smaller price fluctuations and is considered to be less risky than SCHI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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