Correlation
The correlation between FBTCX and SCHG is 0.62, 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.
FBTCX vs. SCHG
Compare and contrast key facts about Fidelity Advisor Biotechnology Fund Class C (FBTCX) and Schwab U.S. Large-Cap Growth ETF (SCHG).
FBTCX is managed by Fidelity. It was launched on Dec 27, 2000. 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: FBTCX or SCHG.
Performance
FBTCX vs. SCHG - Performance Comparison
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Key characteristics
FBTCX:
-0.19
SCHG:
0.61
FBTCX:
-0.15
SCHG:
1.02
FBTCX:
0.98
SCHG:
1.14
FBTCX:
-0.17
SCHG:
0.66
FBTCX:
-0.39
SCHG:
2.18
FBTCX:
14.44%
SCHG:
7.12%
FBTCX:
24.40%
SCHG:
25.37%
FBTCX:
-61.27%
SCHG:
-34.59%
FBTCX:
-22.85%
SCHG:
-5.09%
Returns By Period
In the year-to-date period, FBTCX achieves a -6.79% return, which is significantly lower than SCHG's -0.90% return. Over the past 10 years, FBTCX has underperformed SCHG with an annualized return of 2.63%, while SCHG has yielded a comparatively higher 15.86% annualized return.
FBTCX
-6.79%
-0.56%
-14.86%
-4.71%
8.34%
1.87%
2.63%
SCHG
-0.90%
8.58%
0.32%
15.40%
20.90%
18.26%
15.86%
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FBTCX vs. SCHG - Expense Ratio Comparison
FBTCX has a 1.75% expense ratio, which is higher than SCHG's 0.04% expense ratio.
Risk-Adjusted Performance
FBTCX vs. SCHG — Risk-Adjusted Performance Rank
FBTCX
SCHG
FBTCX vs. SCHG - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Biotechnology Fund Class C (FBTCX) 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
FBTCX vs. SCHG - Dividend Comparison
FBTCX's dividend yield for the trailing twelve months is around 7.34%, more than SCHG's 0.41% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FBTCX Fidelity Advisor Biotechnology Fund Class C | 7.34% | 6.84% | 0.00% | 0.00% | 24.50% | 9.78% | 7.92% | 2.92% | 0.00% | 0.00% | 5.73% | 2.75% |
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
FBTCX vs. SCHG - Drawdown Comparison
The maximum FBTCX drawdown since its inception was -61.27%, which is greater than SCHG's maximum drawdown of -34.59%. Use the drawdown chart below to compare losses from any high point for FBTCX and SCHG.
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Volatility
FBTCX vs. SCHG - Volatility Comparison
Fidelity Advisor Biotechnology Fund Class C (FBTCX) has a higher volatility of 10.14% compared to Schwab U.S. Large-Cap Growth ETF (SCHG) at 5.74%. This indicates that FBTCX'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.
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