FBCVX vs. SCHX
Compare and contrast key facts about Fidelity Blue Chip Value Fund (FBCVX) and Schwab U.S. Large-Cap ETF (SCHX).
FBCVX is managed by Fidelity. It was launched on Jun 17, 2003. SCHX is a passively managed fund by Charles Schwab that tracks the performance of the Dow Jones U.S. Large-Cap Total Stock Market Index. It was launched on Nov 3, 2009.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FBCVX or SCHX.
Key characteristics
FBCVX | SCHX | |
---|---|---|
YTD Return | 2.61% | 18.52% |
1Y Return | 7.21% | 26.45% |
3Y Return (Ann) | 6.01% | 8.90% |
5Y Return (Ann) | 7.58% | 14.92% |
10Y Return (Ann) | 6.94% | 12.81% |
Sharpe Ratio | 0.69 | 2.12 |
Daily Std Dev | 12.18% | 12.96% |
Max Drawdown | -63.06% | -34.33% |
Current Drawdown | -7.53% | -0.60% |
Correlation
The correlation between FBCVX and SCHX is 0.86, 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
FBCVX vs. SCHX - Performance Comparison
In the year-to-date period, FBCVX achieves a 2.61% return, which is significantly lower than SCHX's 18.52% return. Over the past 10 years, FBCVX has underperformed SCHX with an annualized return of 6.94%, while SCHX has yielded a comparatively higher 12.81% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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FBCVX vs. SCHX - Expense Ratio Comparison
FBCVX has a 0.63% expense ratio, which is higher than SCHX's 0.03% expense ratio.
Risk-Adjusted Performance
FBCVX vs. SCHX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Blue Chip Value Fund (FBCVX) and Schwab U.S. Large-Cap ETF (SCHX). 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
FBCVX vs. SCHX - Dividend Comparison
FBCVX's dividend yield for the trailing twelve months is around 2.02%, more than SCHX's 1.23% yield.
TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
Fidelity Blue Chip Value Fund | 2.02% | 3.64% | 2.59% | 1.26% | 1.07% | 1.75% | 2.12% | 1.11% | 1.05% | 1.77% | 1.39% | 0.60% |
Schwab U.S. Large-Cap ETF | 1.23% | 1.39% | 1.64% | 1.22% | 1.64% | 1.82% | 2.17% | 1.70% | 2.39% | 2.04% | 1.76% | 1.65% |
Drawdowns
FBCVX vs. SCHX - Drawdown Comparison
The maximum FBCVX drawdown since its inception was -63.06%, which is greater than SCHX's maximum drawdown of -34.33%. Use the drawdown chart below to compare losses from any high point for FBCVX and SCHX. For additional features, visit the drawdowns tool.
Volatility
FBCVX vs. SCHX - Volatility Comparison
Fidelity Blue Chip Value Fund (FBCVX) has a higher volatility of 5.97% compared to Schwab U.S. Large-Cap ETF (SCHX) at 4.36%. This indicates that FBCVX's price experiences larger fluctuations and is considered to be riskier than SCHX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.