Correlation
The correlation between FCDIX and SCHA is 0.86, 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.
FCDIX vs. SCHA
Compare and contrast key facts about Fidelity Advisor Stock Selector Small Cap Fund Class I (FCDIX) and Schwab U.S. Small-Cap ETF (SCHA).
FCDIX is managed by Fidelity. It was launched on May 2, 2007. SCHA is a passively managed fund by Charles Schwab that tracks the performance of the Dow Jones U.S. Small-Cap Total 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: FCDIX or SCHA.
Performance
FCDIX vs. SCHA - Performance Comparison
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Key characteristics
FCDIX:
-0.04
SCHA:
0.13
FCDIX:
0.08
SCHA:
0.34
FCDIX:
1.01
SCHA:
1.04
FCDIX:
-0.05
SCHA:
0.10
FCDIX:
-0.15
SCHA:
0.29
FCDIX:
9.89%
SCHA:
9.42%
FCDIX:
23.89%
SCHA:
24.12%
FCDIX:
-64.72%
SCHA:
-42.41%
FCDIX:
-15.00%
SCHA:
-13.97%
Returns By Period
The year-to-date returns for both stocks are quite close, with FCDIX having a -6.27% return and SCHA slightly lower at -6.36%. Over the past 10 years, FCDIX has outperformed SCHA with an annualized return of 9.13%, while SCHA has yielded a comparatively lower 7.36% annualized return.
FCDIX
-6.27%
3.60%
-14.53%
-1.61%
8.02%
12.49%
9.13%
SCHA
-6.36%
5.27%
-13.60%
2.26%
6.12%
10.72%
7.36%
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FCDIX vs. SCHA - Expense Ratio Comparison
FCDIX has a 0.92% expense ratio, which is higher than SCHA's 0.04% expense ratio.
Risk-Adjusted Performance
FCDIX vs. SCHA — Risk-Adjusted Performance Rank
FCDIX
SCHA
FCDIX vs. SCHA - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Stock Selector Small Cap Fund Class I (FCDIX) and Schwab U.S. Small-Cap ETF (SCHA). 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
FCDIX vs. SCHA - Dividend Comparison
FCDIX's dividend yield for the trailing twelve months is around 2.96%, more than SCHA's 1.62% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FCDIX Fidelity Advisor Stock Selector Small Cap Fund Class I | 2.96% | 2.77% | 0.24% | 0.12% | 10.79% | 1.39% | 1.84% | 22.34% | 10.40% | 1.62% | 12.32% | 17.94% |
SCHA Schwab U.S. Small-Cap ETF | 1.62% | 1.51% | 1.43% | 1.37% | 1.19% | 1.05% | 1.39% | 1.62% | 1.24% | 1.50% | 1.48% | 1.45% |
Drawdowns
FCDIX vs. SCHA - Drawdown Comparison
The maximum FCDIX drawdown since its inception was -64.72%, which is greater than SCHA's maximum drawdown of -42.41%. Use the drawdown chart below to compare losses from any high point for FCDIX and SCHA.
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Volatility
FCDIX vs. SCHA - Volatility Comparison
Fidelity Advisor Stock Selector Small Cap Fund Class I (FCDIX) and Schwab U.S. Small-Cap ETF (SCHA) have volatilities of 6.24% and 6.47%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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