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.
Correlation
The correlation between FCGSX and SCHD is 0.83, 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
FCGSX vs. SCHD - Performance Comparison
Loading data...
Key characteristics
FCGSX:
0.05
SCHD:
0.24
FCGSX:
0.27
SCHD:
0.53
FCGSX:
1.04
SCHD:
1.07
FCGSX:
0.04
SCHD:
0.30
FCGSX:
0.13
SCHD:
0.98
FCGSX:
12.74%
SCHD:
4.99%
FCGSX:
29.08%
SCHD:
16.27%
FCGSX:
-55.95%
SCHD:
-33.37%
FCGSX:
-23.43%
SCHD:
-8.85%
Returns By Period
In the year-to-date period, FCGSX achieves a -5.38% return, which is significantly lower than SCHD's -2.39% return. Over the past 10 years, FCGSX has underperformed SCHD with an annualized return of 6.37%, while SCHD has yielded a comparatively higher 10.55% annualized return.
FCGSX
-5.38%
12.06%
-14.81%
1.52%
3.88%
6.37%
SCHD
-2.39%
4.47%
-7.69%
3.83%
14.13%
10.55%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
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 Rank
FCGSX
SCHD
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.
Loading data...
Dividends
FCGSX vs. SCHD - Dividend Comparison
FCGSX's dividend yield for the trailing twelve months is around 0.54%, less than SCHD's 3.93% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FCGSX Fidelity Series Growth Company Fund | 0.54% | 0.51% | 0.52% | 0.61% | 0.58% | 0.68% | 0.72% | 1.06% | 0.51% | 0.11% | 0.25% | 0.93% |
SCHD Schwab US Dividend Equity ETF | 3.93% | 3.64% | 3.49% | 3.39% | 2.78% | 3.16% | 2.98% | 3.06% | 2.63% | 2.89% | 2.97% | 2.63% |
Drawdowns
FCGSX vs. SCHD - Drawdown Comparison
The maximum FCGSX drawdown since its inception was -55.95%, 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.
Loading data...
Volatility
FCGSX vs. SCHD - Volatility Comparison
Fidelity Series Growth Company Fund (FCGSX) has a higher volatility of 7.96% compared to Schwab US Dividend Equity ETF (SCHD) at 4.93%. 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.
Loading data...