FDAFX vs. SCHG
Compare and contrast key facts about Fidelity Advisor Freedom 2020 Fund Class A (FDAFX) and Schwab U.S. Large-Cap Growth ETF (SCHG).
FDAFX is managed by Fidelity. It was launched on Jul 24, 2003. SCHG is a passively managed fund by Charles Schwab that tracks the performance of the Dow Jones U.S. Large-Cap Growth Total Stock Market Total Return Index. It was launched on Dec 11, 2009.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FDAFX or SCHG.
Correlation
The correlation between FDAFX and SCHG is 0.84, 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
FDAFX vs. SCHG - Performance Comparison
Key characteristics
FDAFX:
1.01
SCHG:
1.63
FDAFX:
1.45
SCHG:
2.18
FDAFX:
1.18
SCHG:
1.29
FDAFX:
0.45
SCHG:
2.36
FDAFX:
4.20
SCHG:
8.91
FDAFX:
1.73%
SCHG:
3.27%
FDAFX:
7.19%
SCHG:
17.93%
FDAFX:
-44.87%
SCHG:
-34.59%
FDAFX:
-9.39%
SCHG:
-0.65%
Returns By Period
In the year-to-date period, FDAFX achieves a 3.49% return, which is significantly lower than SCHG's 3.73% return. Over the past 10 years, FDAFX has underperformed SCHG with an annualized return of 0.93%, while SCHG has yielded a comparatively higher 16.51% annualized return.
FDAFX
3.49%
2.36%
0.96%
7.54%
-0.03%
0.93%
SCHG
3.73%
2.19%
13.00%
31.53%
18.91%
16.51%
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FDAFX vs. SCHG - Expense Ratio Comparison
FDAFX has a 0.83% expense ratio, which is higher than SCHG's 0.04% expense ratio.
Risk-Adjusted Performance
FDAFX vs. SCHG — Risk-Adjusted Performance Rank
FDAFX
SCHG
FDAFX vs. SCHG - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Freedom 2020 Fund Class A (FDAFX) and Schwab U.S. Large-Cap Growth ETF (SCHG). 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
FDAFX vs. SCHG - Dividend Comparison
FDAFX's dividend yield for the trailing twelve months is around 2.26%, more than SCHG's 0.38% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FDAFX Fidelity Advisor Freedom 2020 Fund Class A | 2.26% | 2.34% | 2.06% | 2.80% | 2.18% | 0.85% | 1.49% | 1.84% | 1.33% | 1.50% | 3.78% | 8.29% |
SCHG Schwab U.S. Large-Cap Growth ETF | 0.38% | 0.40% | 0.46% | 0.55% | 0.42% | 0.52% | 0.82% | 1.27% | 1.01% | 1.04% | 1.22% | 1.09% |
Drawdowns
FDAFX vs. SCHG - Drawdown Comparison
The maximum FDAFX drawdown since its inception was -44.87%, which is greater than SCHG's maximum drawdown of -34.59%. Use the drawdown chart below to compare losses from any high point for FDAFX and SCHG. For additional features, visit the drawdowns tool.
Volatility
FDAFX vs. SCHG - Volatility Comparison
The current volatility for Fidelity Advisor Freedom 2020 Fund Class A (FDAFX) is 1.84%, while Schwab U.S. Large-Cap Growth ETF (SCHG) has a volatility of 4.99%. This indicates that FDAFX experiences smaller price fluctuations and is considered to be less risky than SCHG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.