FCNTX vs. SCHD
Compare and contrast key facts about Fidelity Contrafund Fund (FCNTX) and Schwab US Dividend Equity ETF (SCHD).
FCNTX is managed by Fidelity. 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: FCNTX or SCHD.
Key characteristics
| FCNTX | SCHD | |
|---|---|---|
| YTD Return | 12.63% | 1.78% |
| 1Y Return | 34.00% | 12.11% |
| 3Y Return (Ann) | 7.94% | 4.55% |
| 5Y Return (Ann) | 14.60% | 11.11% |
| 10Y Return (Ann) | 14.21% | 10.94% |
| Sharpe Ratio | 2.34 | 0.84 |
| Daily Std Dev | 13.88% | 11.58% |
| Max Drawdown | -93.41% | -33.37% |
| Current Drawdown | -5.53% | -4.64% |
Correlation
The correlation between FCNTX and SCHD is 0.73, 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
FCNTX vs. SCHD - Performance Comparison
In the year-to-date period, FCNTX achieves a 12.63% return, which is significantly higher than SCHD's 1.78% return. Over the past 10 years, FCNTX has outperformed SCHD with an annualized return of 14.21%, while SCHD has yielded a comparatively lower 10.94% 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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FCNTX vs. SCHD - Expense Ratio Comparison
FCNTX has a 0.81% expense ratio, which is higher than SCHD's 0.06% expense ratio.
Risk-Adjusted Performance
FCNTX vs. SCHD - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Contrafund Fund (FCNTX) 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
FCNTX vs. SCHD - Dividend Comparison
FCNTX's dividend yield for the trailing twelve months is around 2.83%, less than SCHD's 3.48% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FCNTX Fidelity Contrafund Fund | 2.83% | 4.26% | 13.65% | 10.80% | 8.01% | 4.16% | 9.14% | 6.17% | 3.81% | 5.33% | 7.55% | 7.89% |
SCHD Schwab US Dividend Equity ETF | 3.48% | 3.49% | 3.39% | 2.78% | 3.16% | 2.98% | 3.06% | 2.63% | 2.89% | 2.97% | 2.63% | 2.47% |
Drawdowns
FCNTX vs. SCHD - Drawdown Comparison
The maximum FCNTX drawdown since its inception was -93.41%, which is greater than SCHD's maximum drawdown of -33.37%. Use the drawdown chart below to compare losses from any high point for FCNTX and SCHD. For additional features, visit the drawdowns tool.
Volatility
FCNTX vs. SCHD - Volatility Comparison
Fidelity Contrafund Fund (FCNTX) has a higher volatility of 4.92% compared to Schwab US Dividend Equity ETF (SCHD) at 3.52%. This indicates that FCNTX'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.