FBGRX vs. SCHD
Compare and contrast key facts about Fidelity Blue Chip Growth Fund (FBGRX) and Schwab US Dividend Equity ETF (SCHD).
FBGRX is managed by Fidelity. It was launched on Dec 31, 1987. 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: FBGRX or SCHD.
Key characteristics
| FBGRX | SCHD | |
|---|---|---|
| YTD Return | 15.21% | 3.21% |
| 1Y Return | 51.69% | 15.78% |
| 3Y Return (Ann) | 8.37% | 4.47% |
| 5Y Return (Ann) | 19.01% | 11.41% |
| 10Y Return (Ann) | 17.59% | 11.17% |
| Sharpe Ratio | 2.81 | 1.29 |
| Daily Std Dev | 18.06% | 11.38% |
| Max Drawdown | -57.42% | -33.37% |
| Current Drawdown | -1.52% | -3.30% |
Correlation
The correlation between FBGRX and SCHD is 0.69, 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
FBGRX vs. SCHD - Performance Comparison
In the year-to-date period, FBGRX achieves a 15.21% return, which is significantly higher than SCHD's 3.21% return. Over the past 10 years, FBGRX has outperformed SCHD with an annualized return of 17.59%, while SCHD has yielded a comparatively lower 11.17% 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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FBGRX vs. SCHD - Expense Ratio Comparison
FBGRX has a 0.79% expense ratio, which is higher than SCHD's 0.06% expense ratio.
Risk-Adjusted Performance
FBGRX vs. SCHD - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Blue Chip Growth Fund (FBGRX) 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
FBGRX vs. SCHD - Dividend Comparison
FBGRX's dividend yield for the trailing twelve months is around 0.81%, less than SCHD's 3.43% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FBGRX Fidelity Blue Chip Growth Fund | 0.81% | 0.93% | 0.57% | 8.73% | 6.40% | 3.70% | 6.32% | 4.28% | 4.05% | 5.07% | 6.08% | 7.80% |
SCHD Schwab US Dividend Equity ETF | 3.43% | 3.49% | 3.39% | 2.78% | 3.16% | 2.98% | 3.06% | 2.63% | 2.89% | 2.97% | 2.63% | 2.47% |
Drawdowns
FBGRX vs. SCHD - Drawdown Comparison
The maximum FBGRX drawdown since its inception was -57.42%, which is greater than SCHD's maximum drawdown of -33.37%. Use the drawdown chart below to compare losses from any high point for FBGRX and SCHD. For additional features, visit the drawdowns tool.
Volatility
FBGRX vs. SCHD - Volatility Comparison
Fidelity Blue Chip Growth Fund (FBGRX) has a higher volatility of 6.90% compared to Schwab US Dividend Equity ETF (SCHD) at 3.61%. This indicates that FBGRX'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.