FBDIX vs. SCHD
Compare and contrast key facts about Franklin Biotechnology Discovery Fund (FBDIX) and Schwab US Dividend Equity ETF (SCHD).
FBDIX is managed by Franklin Templeton Investments. It was launched on Sep 14, 1997. 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: FBDIX or SCHD.
Correlation
The correlation between FBDIX and SCHD 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
FBDIX vs. SCHD - Performance Comparison
Key characteristics
FBDIX:
-0.16
SCHD:
0.18
FBDIX:
-0.06
SCHD:
0.35
FBDIX:
0.99
SCHD:
1.05
FBDIX:
-0.10
SCHD:
0.18
FBDIX:
-0.38
SCHD:
0.64
FBDIX:
9.56%
SCHD:
4.44%
FBDIX:
22.65%
SCHD:
15.99%
FBDIX:
-71.44%
SCHD:
-33.37%
FBDIX:
-25.13%
SCHD:
-11.47%
Returns By Period
In the year-to-date period, FBDIX achieves a -5.81% return, which is significantly lower than SCHD's -5.19% return. Over the past 10 years, FBDIX has underperformed SCHD with an annualized return of 1.22%, while SCHD has yielded a comparatively higher 10.28% annualized return.
FBDIX
-5.81%
-7.12%
-15.32%
-4.30%
1.44%
1.22%
SCHD
-5.19%
-7.66%
-7.13%
3.11%
13.15%
10.28%
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FBDIX vs. SCHD - Expense Ratio Comparison
FBDIX has a 1.06% expense ratio, which is higher than SCHD's 0.06% expense ratio.
Risk-Adjusted Performance
FBDIX vs. SCHD — Risk-Adjusted Performance Rank
FBDIX
SCHD
FBDIX vs. SCHD - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Franklin Biotechnology Discovery Fund (FBDIX) 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
FBDIX vs. SCHD - Dividend Comparison
FBDIX's dividend yield for the trailing twelve months is around 10.37%, more than SCHD's 4.05% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FBDIX Franklin Biotechnology Discovery Fund | 10.37% | 9.77% | 0.00% | 0.13% | 14.37% | 14.50% | 9.39% | 3.72% | 2.39% | 4.57% | 8.42% | 3.96% |
SCHD Schwab US Dividend Equity ETF | 4.05% | 3.64% | 3.49% | 3.39% | 2.78% | 3.16% | 2.98% | 3.06% | 2.63% | 2.89% | 2.97% | 2.63% |
Drawdowns
FBDIX vs. SCHD - Drawdown Comparison
The maximum FBDIX drawdown since its inception was -71.44%, which is greater than SCHD's maximum drawdown of -33.37%. Use the drawdown chart below to compare losses from any high point for FBDIX and SCHD. For additional features, visit the drawdowns tool.
Volatility
FBDIX vs. SCHD - Volatility Comparison
Franklin Biotechnology Discovery Fund (FBDIX) has a higher volatility of 12.98% compared to Schwab US Dividend Equity ETF (SCHD) at 11.20%. This indicates that FBDIX'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.