FCGSX vs. SCHD
Compare and contrast key facts about Fidelity Series Growth Company Fund (FCGSX) and Schwab US Dividend Equity ETF (SCHD).
FCGSX is managed by Fidelity. It was launched on Nov 7, 2013. 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: FCGSX or SCHD.
Key characteristics
| FCGSX | SCHD | |
|---|---|---|
| YTD Return | 37.08% | 17.47% |
| 1Y Return | 46.80% | 27.61% |
| 3Y Return (Ann) | 9.22% | 6.96% |
| 5Y Return (Ann) | 25.28% | 12.74% |
| 10Y Return (Ann) | 20.09% | 11.66% |
| Sharpe Ratio | 2.64 | 2.70 |
| Sortino Ratio | 3.38 | 3.89 |
| Omega Ratio | 1.47 | 1.48 |
| Calmar Ratio | 3.57 | 3.71 |
| Martin Ratio | 13.47 | 14.94 |
| Ulcer Index | 3.72% | 2.04% |
| Daily Std Dev | 18.96% | 11.25% |
| Max Drawdown | -38.77% | -33.37% |
| Current Drawdown | -0.37% | -0.51% |
Correlation
The correlation between FCGSX and SCHD 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.
Performance
FCGSX vs. SCHD - Performance Comparison
In the year-to-date period, FCGSX achieves a 37.08% return, which is significantly higher than SCHD's 17.47% return. Over the past 10 years, FCGSX has outperformed SCHD with an annualized return of 20.09%, while SCHD has yielded a comparatively lower 11.66% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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FCGSX vs. SCHD - Expense Ratio Comparison
FCGSX has a 0.00% expense ratio, which is lower than SCHD's 0.06% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Risk-Adjusted Performance
FCGSX vs. SCHD - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Series Growth Company Fund (FCGSX) 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.
Dividends
FCGSX vs. SCHD - Dividend Comparison
FCGSX's dividend yield for the trailing twelve months is around 0.38%, less than SCHD's 3.37% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FCGSX Fidelity Series Growth Company Fund | 0.38% | 0.52% | 0.61% | 0.58% | 0.68% | 0.72% | 1.06% | 0.51% | 0.11% | 0.25% | 0.93% | 0.07% |
SCHD Schwab US Dividend Equity ETF | 3.37% | 3.49% | 3.39% | 2.78% | 3.16% | 2.98% | 3.06% | 2.63% | 2.89% | 2.97% | 2.63% | 2.47% |
Drawdowns
FCGSX vs. SCHD - Drawdown Comparison
The maximum FCGSX drawdown since its inception was -38.77%, which is greater than SCHD's maximum drawdown of -33.37%. Use the drawdown chart below to compare losses from any high point for FCGSX and SCHD. For additional features, visit the drawdowns tool.
Volatility
FCGSX vs. SCHD - Volatility Comparison
Fidelity Series Growth Company Fund (FCGSX) has a higher volatility of 5.05% compared to Schwab US Dividend Equity ETF (SCHD) at 3.49%. This indicates that FCGSX'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.