FAIRX vs. SCHD
Compare and contrast key facts about Fairholme Fund (FAIRX) and Schwab US Dividend Equity ETF (SCHD).
FAIRX is managed by Fairholme. It was launched on Dec 29, 1999. SCHD is a passively managed fund by Charles Schwab that tracks the performance of the Dow Jones U.S. Dividend 100 Index. It was launched on Oct 20, 2011.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FAIRX or SCHD.
Correlation
The correlation between FAIRX and SCHD is 0.57, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
FAIRX vs. SCHD - Performance Comparison
Key characteristics
FAIRX:
-0.43
SCHD:
1.06
FAIRX:
-0.47
SCHD:
1.57
FAIRX:
0.95
SCHD:
1.19
FAIRX:
-0.34
SCHD:
1.53
FAIRX:
-0.84
SCHD:
3.97
FAIRX:
10.87%
SCHD:
3.06%
FAIRX:
20.92%
SCHD:
11.40%
FAIRX:
-63.71%
SCHD:
-33.37%
FAIRX:
-20.89%
SCHD:
-4.81%
Returns By Period
In the year-to-date period, FAIRX achieves a 5.23% return, which is significantly higher than SCHD's 1.94% return. Over the past 10 years, FAIRX has underperformed SCHD with an annualized return of -0.03%, while SCHD has yielded a comparatively higher 11.03% annualized return.
FAIRX
5.23%
1.40%
-12.96%
-6.06%
8.80%
-0.03%
SCHD
1.94%
1.20%
4.28%
13.45%
11.14%
11.03%
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FAIRX vs. SCHD - Expense Ratio Comparison
FAIRX has a 1.00% expense ratio, which is higher than SCHD's 0.06% expense ratio.
Risk-Adjusted Performance
FAIRX vs. SCHD — Risk-Adjusted Performance Rank
FAIRX
SCHD
FAIRX vs. SCHD - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fairholme Fund (FAIRX) and Schwab US Dividend Equity ETF (SCHD). 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
FAIRX vs. SCHD - Dividend Comparison
FAIRX's dividend yield for the trailing twelve months is around 0.68%, less than SCHD's 3.57% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FAIRX Fairholme Fund | 0.68% | 0.71% | 0.41% | 0.00% | 0.00% | 0.00% | 0.83% | 2.23% | 1.29% | 1.87% | 3.24% | 0.00% |
SCHD Schwab US Dividend Equity ETF | 3.57% | 3.64% | 3.49% | 3.39% | 2.78% | 3.16% | 2.98% | 3.06% | 2.63% | 2.89% | 2.97% | 2.63% |
Drawdowns
FAIRX vs. SCHD - Drawdown Comparison
The maximum FAIRX drawdown since its inception was -63.71%, which is greater than SCHD's maximum drawdown of -33.37%. Use the drawdown chart below to compare losses from any high point for FAIRX and SCHD. For additional features, visit the drawdowns tool.
Volatility
FAIRX vs. SCHD - Volatility Comparison
Fairholme Fund (FAIRX) has a higher volatility of 4.66% compared to Schwab US Dividend Equity ETF (SCHD) at 3.40%. This indicates that FAIRX's price experiences larger fluctuations and is considered to be riskier than SCHD based on this measure. The chart below showcases a comparison of their rolling one-month volatility.