Correlation
The correlation between FAOFX and SCHG is 0.87, 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.
FAOFX vs. SCHG
Compare and contrast key facts about Fidelity Advisor Series Growth Opportunities Fund (FAOFX) and Schwab U.S. Large-Cap Growth ETF (SCHG).
FAOFX is managed by Fidelity. It was launched on Nov 7, 2013. SCHG is a passively managed fund by Charles Schwab that tracks the performance of the Dow Jones U.S. Large-Cap Growth Total Stock Market Total Return Index. It was launched on Dec 11, 2009.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FAOFX or SCHG.
Performance
FAOFX vs. SCHG - Performance Comparison
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Key characteristics
FAOFX:
0.32
SCHG:
0.68
FAOFX:
0.54
SCHG:
0.98
FAOFX:
1.07
SCHG:
1.13
FAOFX:
0.20
SCHG:
0.63
FAOFX:
0.67
SCHG:
2.07
FAOFX:
10.90%
SCHG:
7.13%
FAOFX:
29.57%
SCHG:
25.37%
FAOFX:
-59.22%
SCHG:
-34.59%
FAOFX:
-20.19%
SCHG:
-5.20%
Returns By Period
In the year-to-date period, FAOFX achieves a 0.12% return, which is significantly higher than SCHG's -1.01% return. Over the past 10 years, FAOFX has underperformed SCHG with an annualized return of 3.67%, while SCHG has yielded a comparatively higher 15.84% annualized return.
FAOFX
0.12%
11.81%
-6.73%
9.40%
18.36%
3.26%
3.67%
SCHG
-1.01%
8.42%
-0.61%
17.19%
21.07%
18.23%
15.84%
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FAOFX vs. SCHG - Expense Ratio Comparison
FAOFX has a 0.00% expense ratio, which is lower than SCHG's 0.04% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Risk-Adjusted Performance
FAOFX vs. SCHG — Risk-Adjusted Performance Rank
FAOFX
SCHG
FAOFX vs. SCHG - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Series Growth Opportunities Fund (FAOFX) and Schwab U.S. Large-Cap Growth ETF (SCHG). 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
FAOFX vs. SCHG - Dividend Comparison
FAOFX's dividend yield for the trailing twelve months is around 8.74%, more than SCHG's 0.41% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FAOFX Fidelity Advisor Series Growth Opportunities Fund | 8.74% | 8.75% | 0.33% | 0.54% | 30.66% | 32.61% | 28.66% | 24.08% | 10.40% | 4.35% | 11.85% | 2.00% |
SCHG Schwab U.S. Large-Cap Growth ETF | 0.41% | 0.40% | 0.46% | 0.55% | 0.42% | 0.52% | 0.82% | 1.27% | 1.01% | 1.04% | 1.22% | 1.09% |
Drawdowns
FAOFX vs. SCHG - Drawdown Comparison
The maximum FAOFX drawdown since its inception was -59.22%, which is greater than SCHG's maximum drawdown of -34.59%. Use the drawdown chart below to compare losses from any high point for FAOFX and SCHG.
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Volatility
FAOFX vs. SCHG - Volatility Comparison
Fidelity Advisor Series Growth Opportunities Fund (FAOFX) has a higher volatility of 6.10% compared to Schwab U.S. Large-Cap Growth ETF (SCHG) at 5.75%. This indicates that FAOFX's price experiences larger fluctuations and is considered to be riskier than SCHG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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