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.
Correlation
The correlation between FBCVX and SCHX is 0.85, 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
Key characteristics
FBCVX:
0.35
SCHX:
2.28
FBCVX:
0.57
SCHX:
3.01
FBCVX:
1.07
SCHX:
1.42
FBCVX:
0.35
SCHX:
3.38
FBCVX:
1.51
SCHX:
14.85
FBCVX:
2.57%
SCHX:
1.95%
FBCVX:
11.06%
SCHX:
12.70%
FBCVX:
-63.06%
SCHX:
-34.33%
FBCVX:
-11.06%
SCHX:
-2.74%
Returns By Period
In the year-to-date period, FBCVX achieves a 1.71% return, which is significantly lower than SCHX's 26.93% return. Over the past 10 years, FBCVX has underperformed SCHX with an annualized return of 6.17%, while SCHX has yielded a comparatively higher 15.53% annualized return.
FBCVX
1.71%
-8.65%
-1.34%
2.95%
5.71%
6.17%
SCHX
26.93%
0.37%
10.64%
27.57%
16.59%
15.53%
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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 0.91%, less than SCHX's 1.79% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FBCVX Fidelity Blue Chip Value Fund | 0.91% | 1.53% | 1.07% | 1.26% | 1.07% | 1.48% | 1.62% | 1.09% | 1.05% | 1.77% | 1.39% | 0.60% |
SCHX Schwab U.S. Large-Cap ETF | 1.79% | 3.54% | 2.47% | 3.01% | 3.52% | 5.47% | 4.46% | 5.10% | 3.26% | 5.11% | 4.40% | 2.58% |
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
The current volatility for Fidelity Blue Chip Value Fund (FBCVX) is 3.45%, while Schwab U.S. Large-Cap ETF (SCHX) has a volatility of 3.98%. This indicates that FBCVX experiences smaller price fluctuations and is considered to be less risky than SCHX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.