FBOT vs. SCHG
Compare and contrast key facts about Fidelity Disruptive Automation ETF (FBOT) and Schwab U.S. Large-Cap Growth ETF (SCHG).
FBOT and SCHG are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. FBOT is an actively managed fund by Fidelity. It was launched on Apr 16, 2020. 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: FBOT or SCHG.
Correlation
The correlation between FBOT and SCHG is 0.82, 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
FBOT vs. SCHG - Performance Comparison
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Key characteristics
FBOT:
0.40
SCHG:
0.70
FBOT:
0.71
SCHG:
1.11
FBOT:
1.09
SCHG:
1.15
FBOT:
0.40
SCHG:
0.74
FBOT:
1.38
SCHG:
2.45
FBOT:
6.83%
SCHG:
7.05%
FBOT:
24.79%
SCHG:
25.26%
FBOT:
-23.61%
SCHG:
-34.59%
FBOT:
-2.91%
SCHG:
-4.58%
Returns By Period
In the year-to-date period, FBOT achieves a 2.91% return, which is significantly higher than SCHG's -0.36% return.
FBOT
2.91%
17.90%
7.32%
9.88%
N/A
N/A
N/A
SCHG
-0.36%
17.10%
2.58%
17.63%
23.91%
18.84%
15.85%
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FBOT vs. SCHG - Expense Ratio Comparison
FBOT has a 0.50% expense ratio, which is higher than SCHG's 0.04% expense ratio.
Risk-Adjusted Performance
FBOT vs. SCHG — Risk-Adjusted Performance Rank
FBOT
SCHG
FBOT vs. SCHG - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Disruptive Automation ETF (FBOT) 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.
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Dividends
FBOT vs. SCHG - Dividend Comparison
FBOT's dividend yield for the trailing twelve months is around 0.45%, more than SCHG's 0.41% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FBOT Fidelity Disruptive Automation ETF | 0.45% | 0.31% | 0.20% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
SCHG Schwab U.S. Large-Cap Growth ETF | 0.41% | 0.40% | 0.46% | 0.55% | 0.42% | 0.52% | 0.82% | 1.27% | 1.01% | 1.04% | 1.22% | 1.09% |
Drawdowns
FBOT vs. SCHG - Drawdown Comparison
The maximum FBOT drawdown since its inception was -23.61%, smaller than the maximum SCHG drawdown of -34.59%. Use the drawdown chart below to compare losses from any high point for FBOT and SCHG. For additional features, visit the drawdowns tool.
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Volatility
FBOT vs. SCHG - Volatility Comparison
The current volatility for Fidelity Disruptive Automation ETF (FBOT) is 5.95%, while Schwab U.S. Large-Cap Growth ETF (SCHG) has a volatility of 6.86%. This indicates that FBOT experiences smaller price fluctuations and is considered to be less risky than SCHG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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