FBMPX vs. SCHD
Compare and contrast key facts about Fidelity Select Communication Services Portfolio (FBMPX) and Schwab US Dividend Equity ETF (SCHD).
FBMPX is managed by Fidelity. It was launched on Jun 29, 1986. 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: FBMPX or SCHD.
Correlation
The correlation between FBMPX 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
FBMPX vs. SCHD - Performance Comparison
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Key characteristics
FBMPX:
0.77
SCHD:
0.24
FBMPX:
1.16
SCHD:
0.53
FBMPX:
1.16
SCHD:
1.07
FBMPX:
0.74
SCHD:
0.30
FBMPX:
2.35
SCHD:
0.98
FBMPX:
7.36%
SCHD:
4.99%
FBMPX:
23.15%
SCHD:
16.27%
FBMPX:
-61.51%
SCHD:
-33.37%
FBMPX:
-8.78%
SCHD:
-8.85%
Returns By Period
In the year-to-date period, FBMPX achieves a 1.14% return, which is significantly higher than SCHD's -2.39% return. Over the past 10 years, FBMPX has outperformed SCHD with an annualized return of 11.90%, while SCHD has yielded a comparatively lower 10.55% annualized return.
FBMPX
1.14%
11.91%
1.66%
17.62%
16.35%
11.90%
SCHD
-2.39%
4.47%
-7.69%
3.83%
14.13%
10.55%
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FBMPX vs. SCHD - Expense Ratio Comparison
FBMPX has a 0.74% expense ratio, which is higher than SCHD's 0.06% expense ratio.
Risk-Adjusted Performance
FBMPX vs. SCHD — Risk-Adjusted Performance Rank
FBMPX
SCHD
FBMPX vs. SCHD - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Select Communication Services Portfolio (FBMPX) 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.
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Dividends
FBMPX vs. SCHD - Dividend Comparison
FBMPX's dividend yield for the trailing twelve months is around 3.83%, less than SCHD's 3.93% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FBMPX Fidelity Select Communication Services Portfolio | 3.83% | 4.69% | 0.00% | 0.00% | 5.88% | 3.74% | 35.43% | 15.35% | 5.53% | 7.50% | 7.29% | 8.83% |
SCHD Schwab US Dividend Equity ETF | 3.93% | 3.64% | 3.49% | 3.39% | 2.78% | 3.16% | 2.98% | 3.06% | 2.63% | 2.89% | 2.97% | 2.63% |
Drawdowns
FBMPX vs. SCHD - Drawdown Comparison
The maximum FBMPX drawdown since its inception was -61.51%, which is greater than SCHD's maximum drawdown of -33.37%. Use the drawdown chart below to compare losses from any high point for FBMPX and SCHD. For additional features, visit the drawdowns tool.
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Volatility
FBMPX vs. SCHD - Volatility Comparison
Fidelity Select Communication Services Portfolio (FBMPX) has a higher volatility of 6.88% compared to Schwab US Dividend Equity ETF (SCHD) at 4.93%. This indicates that FBMPX'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.
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