FASMX vs. SCHD
Compare and contrast key facts about Fidelity Asset Manager 50% Fund (FASMX) and Schwab US Dividend Equity ETF (SCHD).
FASMX is managed by Blackrock. It was launched on Dec 28, 1988. 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: FASMX or SCHD.
Correlation
The correlation between FASMX and SCHD is 0.78, 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
FASMX vs. SCHD - Performance Comparison
Key characteristics
FASMX:
1.39
SCHD:
1.20
FASMX:
1.93
SCHD:
1.77
FASMX:
1.25
SCHD:
1.21
FASMX:
1.07
SCHD:
1.72
FASMX:
5.92
SCHD:
4.44
FASMX:
1.75%
SCHD:
3.08%
FASMX:
7.45%
SCHD:
11.40%
FASMX:
-35.37%
SCHD:
-33.37%
FASMX:
-1.65%
SCHD:
-5.01%
Returns By Period
In the year-to-date period, FASMX achieves a 3.28% return, which is significantly higher than SCHD's 1.72% return. Over the past 10 years, FASMX has underperformed SCHD with an annualized return of 3.96%, while SCHD has yielded a comparatively higher 11.01% annualized return.
FASMX
3.28%
2.13%
2.49%
9.17%
4.01%
3.96%
SCHD
1.72%
-0.11%
3.59%
11.95%
11.08%
11.01%
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FASMX vs. SCHD - Expense Ratio Comparison
FASMX has a 0.62% expense ratio, which is higher than SCHD's 0.06% expense ratio.
Risk-Adjusted Performance
FASMX vs. SCHD — Risk-Adjusted Performance Rank
FASMX
SCHD
FASMX vs. SCHD - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Asset Manager 50% Fund (FASMX) 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
FASMX vs. SCHD - Dividend Comparison
FASMX's dividend yield for the trailing twelve months is around 2.34%, less than SCHD's 3.58% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FASMX Fidelity Asset Manager 50% Fund | 2.34% | 2.41% | 2.18% | 2.35% | 1.52% | 1.24% | 1.79% | 1.93% | 1.41% | 1.55% | 1.93% | 8.91% |
SCHD Schwab US Dividend Equity ETF | 3.58% | 3.64% | 3.49% | 3.39% | 2.78% | 3.16% | 2.98% | 3.06% | 2.63% | 2.89% | 2.97% | 2.63% |
Drawdowns
FASMX vs. SCHD - Drawdown Comparison
The maximum FASMX drawdown since its inception was -35.37%, which is greater than SCHD's maximum drawdown of -33.37%. Use the drawdown chart below to compare losses from any high point for FASMX and SCHD. For additional features, visit the drawdowns tool.
Volatility
FASMX vs. SCHD - Volatility Comparison
The current volatility for Fidelity Asset Manager 50% Fund (FASMX) is 2.07%, while Schwab US Dividend Equity ETF (SCHD) has a volatility of 3.23%. This indicates that FASMX experiences smaller price fluctuations and is considered to be less risky than SCHD based on this measure. The chart below showcases a comparison of their rolling one-month volatility.