FCTDX vs. SWTSX
Compare and contrast key facts about Strategic Advisers Fidelity U.S. Total Stock Fund (FCTDX) and Schwab Total Stock Market Index Fund (SWTSX).
FCTDX is managed by Fidelity. It was launched on Mar 20, 2018. SWTSX is managed by Charles Schwab. It was launched on Jun 1, 1999.
Performance
FCTDX vs. SWTSX - Performance Comparison
Loading graphics...
FCTDX vs. SWTSX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
FCTDX Strategic Advisers Fidelity U.S. Total Stock Fund | -6.05% | 15.63% | 23.13% | 26.72% | -17.93% | 25.40% | 22.20% | 29.99% | -5.32% |
SWTSX Schwab Total Stock Market Index Fund | -6.77% | 17.04% | 23.84% | 26.05% | -19.54% | 25.65% | 20.71% | 30.90% | -2.59% |
Returns By Period
In the year-to-date period, FCTDX achieves a -6.05% return, which is significantly higher than SWTSX's -6.77% return.
FCTDX
- 1D
- -2.17%
- 1M
- -8.51%
- YTD
- -6.05%
- 6M
- -3.15%
- 1Y
- 13.62%
- 3Y*
- 16.48%
- 5Y*
- 10.15%
- 10Y*
- —
SWTSX
- 1D
- -0.46%
- 1M
- -7.67%
- YTD
- -6.77%
- 6M
- -4.59%
- 1Y
- 14.70%
- 3Y*
- 16.68%
- 5Y*
- 10.10%
- 10Y*
- 13.21%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
FCTDX vs. SWTSX - Expense Ratio Comparison
FCTDX has a 0.61% expense ratio, which is higher than SWTSX's 0.03% expense ratio.
Return for Risk
FCTDX vs. SWTSX — Risk / Return Rank
FCTDX
SWTSX
FCTDX vs. SWTSX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Strategic Advisers Fidelity U.S. Total Stock Fund (FCTDX) and Schwab Total Stock Market Index Fund (SWTSX). 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.
| FCTDX | SWTSX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.73 | 0.83 | -0.10 |
Sortino ratioReturn per unit of downside risk | 1.21 | 1.28 | -0.07 |
Omega ratioGain probability vs. loss probability | 1.17 | 1.19 | -0.02 |
Calmar ratioReturn relative to maximum drawdown | 0.24 | 1.04 | -0.80 |
Martin ratioReturn relative to average drawdown | 0.92 | 5.04 | -4.12 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| FCTDX | SWTSX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.73 | 0.83 | -0.10 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.61 | 0.58 | +0.02 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.71 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.67 | 0.40 | +0.27 |
Correlation
The correlation between FCTDX and SWTSX is 0.95, 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.
Dividends
FCTDX vs. SWTSX - Dividend Comparison
FCTDX's dividend yield for the trailing twelve months is around 2.02%, more than SWTSX's 1.18% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FCTDX Strategic Advisers Fidelity U.S. Total Stock Fund | 2.02% | 1.90% | 4.33% | 2.26% | 5.75% | 7.90% | 2.73% | 2.89% | 2.38% | 0.00% | 0.00% | 0.00% |
SWTSX Schwab Total Stock Market Index Fund | 1.18% | 1.10% | 1.24% | 1.41% | 1.62% | 1.46% | 1.63% | 1.92% | 2.58% | 1.83% | 2.32% | 2.79% |
Drawdowns
FCTDX vs. SWTSX - Drawdown Comparison
The maximum FCTDX drawdown since its inception was -34.51%, smaller than the maximum SWTSX drawdown of -54.60%. Use the drawdown chart below to compare losses from any high point for FCTDX and SWTSX.
Loading graphics...
Drawdown Indicators
| FCTDX | SWTSX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -34.51% | -54.60% | +20.09% |
Max Drawdown (1Y)Largest decline over 1 year | -11.99% | -12.42% | +0.43% |
Max Drawdown (5Y)Largest decline over 5 years | -24.92% | -25.40% | +0.48% |
Max Drawdown (10Y)Largest decline over 10 years | — | -35.01% | — |
Current DrawdownCurrent decline from peak | -8.96% | -8.88% | -0.08% |
Average DrawdownAverage peak-to-trough decline | -5.28% | -10.63% | +5.35% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.05% | 2.56% | +2.49% |
Volatility
FCTDX vs. SWTSX - Volatility Comparison
Strategic Advisers Fidelity U.S. Total Stock Fund (FCTDX) and Schwab Total Stock Market Index Fund (SWTSX) have volatilities of 4.47% and 4.45%, 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.
Loading graphics...
Volatility by Period
| FCTDX | SWTSX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.47% | 4.45% | +0.02% |
Volatility (6M)Calculated over the trailing 6-month period | 9.28% | 9.42% | -0.14% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.73% | 18.52% | +1.21% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.40% | 17.41% | -0.01% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.74% | 18.57% | +1.17% |