FBCV vs. SCHD
Compare and contrast key facts about Fidelity Blue Chip Value ETF (FBCV) and Schwab US Dividend Equity ETF (SCHD).
FBCV and SCHD are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. FBCV is an actively managed fund by Fidelity. It was launched on Jun 3, 2020. 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: FBCV or SCHD.
Performance
FBCV vs. SCHD - Performance Comparison
Returns By Period
The year-to-date returns for both stocks are quite close, with FBCV having a 16.59% return and SCHD slightly lower at 16.26%.
FBCV
16.59%
2.38%
11.40%
21.44%
N/A
N/A
SCHD
16.26%
0.84%
10.89%
25.41%
12.67%
11.40%
Key characteristics
| FBCV | SCHD | |
|---|---|---|
| Sharpe Ratio | 2.16 | 2.27 |
| Sortino Ratio | 3.17 | 3.27 |
| Omega Ratio | 1.39 | 1.40 |
| Calmar Ratio | 4.01 | 3.34 |
| Martin Ratio | 10.97 | 12.25 |
| Ulcer Index | 2.01% | 2.05% |
| Daily Std Dev | 10.20% | 11.06% |
| Max Drawdown | -15.55% | -33.37% |
| Current Drawdown | -0.27% | -1.54% |
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FBCV vs. SCHD - Expense Ratio Comparison
FBCV has a 0.59% expense ratio, which is higher than SCHD's 0.06% expense ratio.
Correlation
The correlation between FBCV and SCHD is 0.92, 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.
Risk-Adjusted Performance
FBCV vs. SCHD - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Blue Chip Value ETF (FBCV) 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
FBCV vs. SCHD - Dividend Comparison
FBCV's dividend yield for the trailing twelve months is around 1.64%, less than SCHD's 3.40% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FBCV Fidelity Blue Chip Value ETF | 1.64% | 1.68% | 2.01% | 3.13% | 0.44% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
SCHD Schwab US Dividend Equity ETF | 3.40% | 3.49% | 3.39% | 2.78% | 3.16% | 2.98% | 3.06% | 2.63% | 2.89% | 2.97% | 2.63% | 2.47% |
Drawdowns
FBCV vs. SCHD - Drawdown Comparison
The maximum FBCV drawdown since its inception was -15.55%, smaller than the maximum SCHD drawdown of -33.37%. Use the drawdown chart below to compare losses from any high point for FBCV and SCHD. For additional features, visit the drawdowns tool.
Volatility
FBCV vs. SCHD - Volatility Comparison
Fidelity Blue Chip Value ETF (FBCV) has a higher volatility of 3.70% compared to Schwab US Dividend Equity ETF (SCHD) at 3.38%. This indicates that FBCV'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.