FCAGX vs. SCHB
Compare and contrast key facts about Fidelity Advisor Small Cap Growth Fund Class A (FCAGX) and Schwab U.S. Broad Market ETF (SCHB).
FCAGX is managed by Fidelity. It was launched on Nov 3, 2004. SCHB is a passively managed fund by Charles Schwab that tracks the performance of the Dow Jones U.S. Broad Stock Market Total Return Index. It was launched on Nov 3, 2009.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FCAGX or SCHB.
Correlation
The correlation between FCAGX and SCHB is 0.88, 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
FCAGX vs. SCHB - Performance Comparison
Key characteristics
FCAGX:
1.15
SCHB:
2.06
FCAGX:
1.65
SCHB:
2.74
FCAGX:
1.20
SCHB:
1.38
FCAGX:
0.68
SCHB:
3.08
FCAGX:
6.43
SCHB:
13.12
FCAGX:
3.55%
SCHB:
2.01%
FCAGX:
19.86%
SCHB:
12.79%
FCAGX:
-59.24%
SCHB:
-35.27%
FCAGX:
-16.66%
SCHB:
-2.57%
Returns By Period
In the year-to-date period, FCAGX achieves a 20.69% return, which is significantly lower than SCHB's 25.62% return. Over the past 10 years, FCAGX has underperformed SCHB with an annualized return of 6.21%, while SCHB has yielded a comparatively higher 12.55% annualized return.
FCAGX
20.69%
-6.48%
9.50%
21.58%
3.83%
6.21%
SCHB
25.62%
-0.60%
10.87%
26.03%
14.23%
12.55%
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FCAGX vs. SCHB - Expense Ratio Comparison
FCAGX has a 1.29% expense ratio, which is higher than SCHB's 0.03% expense ratio.
Risk-Adjusted Performance
FCAGX vs. SCHB - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Small Cap Growth Fund Class A (FCAGX) and Schwab U.S. Broad Market ETF (SCHB). 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
FCAGX vs. SCHB - Dividend Comparison
FCAGX's dividend yield for the trailing twelve months is around 0.72%, less than SCHB's 1.22% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FCAGX Fidelity Advisor Small Cap Growth Fund Class A | 0.72% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 4.32% | 8.61% | 17.23% |
SCHB Schwab U.S. Broad Market ETF | 1.22% | 1.40% | 1.61% | 1.21% | 1.63% | 1.80% | 2.13% | 1.65% | 1.86% | 2.00% | 1.72% | 1.63% |
Drawdowns
FCAGX vs. SCHB - Drawdown Comparison
The maximum FCAGX drawdown since its inception was -59.24%, which is greater than SCHB's maximum drawdown of -35.27%. Use the drawdown chart below to compare losses from any high point for FCAGX and SCHB. For additional features, visit the drawdowns tool.
Volatility
FCAGX vs. SCHB - Volatility Comparison
Fidelity Advisor Small Cap Growth Fund Class A (FCAGX) has a higher volatility of 5.93% compared to Schwab U.S. Broad Market ETF (SCHB) at 4.02%. This indicates that FCAGX's price experiences larger fluctuations and is considered to be riskier than SCHB based on this measure. The chart below showcases a comparison of their rolling one-month volatility.