FBDIX vs. SCHG
Compare and contrast key facts about Franklin Biotechnology Discovery Fund (FBDIX) and Schwab U.S. Large-Cap Growth ETF (SCHG).
FBDIX is managed by Franklin Templeton Investments. It was launched on Sep 14, 1997. SCHG is a passively managed fund by Charles Schwab that tracks the performance of the Dow Jones U.S. Large-Cap Growth Total Stock Market Total Return Index. It was launched on Dec 11, 2009.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FBDIX or SCHG.
Correlation
The correlation between FBDIX and SCHG is 0.64, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
FBDIX vs. SCHG - Performance Comparison
Key characteristics
FBDIX:
-0.45
SCHG:
1.82
FBDIX:
-0.47
SCHG:
2.40
FBDIX:
0.94
SCHG:
1.33
FBDIX:
-0.21
SCHG:
2.60
FBDIX:
-1.24
SCHG:
9.98
FBDIX:
7.71%
SCHG:
3.22%
FBDIX:
21.08%
SCHG:
17.73%
FBDIX:
-71.51%
SCHG:
-34.59%
FBDIX:
-44.83%
SCHG:
-5.46%
Returns By Period
In the year-to-date period, FBDIX achieves a -2.90% return, which is significantly lower than SCHG's -1.29% return. Over the past 10 years, FBDIX has underperformed SCHG with an annualized return of -3.79%, while SCHG has yielded a comparatively higher 16.78% annualized return.
FBDIX
-2.90%
-13.35%
-22.94%
-9.82%
-5.17%
-3.79%
SCHG
-1.29%
-4.35%
5.47%
32.23%
18.46%
16.78%
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FBDIX vs. SCHG - Expense Ratio Comparison
FBDIX has a 1.06% expense ratio, which is higher than SCHG's 0.04% expense ratio.
Risk-Adjusted Performance
FBDIX vs. SCHG — Risk-Adjusted Performance Rank
FBDIX
SCHG
FBDIX vs. SCHG - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Franklin Biotechnology Discovery Fund (FBDIX) and Schwab U.S. Large-Cap Growth ETF (SCHG). 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. SCHG - Dividend Comparison
FBDIX has not paid dividends to shareholders, while SCHG's dividend yield for the trailing twelve months is around 0.40%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FBDIX Franklin Biotechnology Discovery Fund | 0.00% | 0.00% | 0.00% | 0.13% | 0.82% | 0.00% | 0.00% | 0.00% | 0.00% | 1.33% | 0.00% | 0.00% |
SCHG Schwab U.S. Large-Cap Growth ETF | 0.40% | 0.40% | 0.46% | 0.55% | 0.42% | 0.52% | 0.82% | 1.27% | 1.01% | 1.04% | 1.22% | 1.09% |
Drawdowns
FBDIX vs. SCHG - Drawdown Comparison
The maximum FBDIX drawdown since its inception was -71.51%, which is greater than SCHG's maximum drawdown of -34.59%. Use the drawdown chart below to compare losses from any high point for FBDIX and SCHG. For additional features, visit the drawdowns tool.
Volatility
FBDIX vs. SCHG - Volatility Comparison
Franklin Biotechnology Discovery Fund (FBDIX) has a higher volatility of 10.95% compared to Schwab U.S. Large-Cap Growth ETF (SCHG) at 5.87%. This indicates that FBDIX's price experiences larger fluctuations and is considered to be riskier than SCHG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.