FDCAX vs. SCHD
Compare and contrast key facts about Fidelity Capital Appreciation Fund (FDCAX) and Schwab US Dividend Equity ETF (SCHD).
FDCAX is managed by Fidelity. It was launched on Nov 26, 1986. 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: FDCAX or SCHD.
Correlation
The correlation between FDCAX and SCHD is 0.85, 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
FDCAX vs. SCHD - Performance Comparison
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Key characteristics
FDCAX:
-0.23
SCHD:
0.17
FDCAX:
-0.04
SCHD:
0.41
FDCAX:
0.99
SCHD:
1.05
FDCAX:
-0.13
SCHD:
0.21
FDCAX:
-0.32
SCHD:
0.68
FDCAX:
13.31%
SCHD:
5.09%
FDCAX:
25.85%
SCHD:
16.36%
FDCAX:
-58.11%
SCHD:
-33.37%
FDCAX:
-17.59%
SCHD:
-8.88%
Returns By Period
In the year-to-date period, FDCAX achieves a 1.54% return, which is significantly higher than SCHD's -2.42% return. Over the past 10 years, FDCAX has underperformed SCHD with an annualized return of 3.07%, while SCHD has yielded a comparatively higher 10.54% annualized return.
FDCAX
1.54%
11.11%
-15.03%
-5.88%
6.02%
3.07%
SCHD
-2.42%
3.89%
-6.83%
2.69%
13.79%
10.54%
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FDCAX vs. SCHD - Expense Ratio Comparison
FDCAX has a 0.84% expense ratio, which is higher than SCHD's 0.06% expense ratio.
Risk-Adjusted Performance
FDCAX vs. SCHD — Risk-Adjusted Performance Rank
FDCAX
SCHD
FDCAX vs. SCHD - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Capital Appreciation Fund (FDCAX) 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.
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Dividends
FDCAX vs. SCHD - Dividend Comparison
FDCAX's dividend yield for the trailing twelve months is around 0.25%, less than SCHD's 3.94% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FDCAX Fidelity Capital Appreciation Fund | 0.25% | 0.26% | 0.37% | 0.43% | 0.39% | 0.03% | 0.69% | 0.91% | 0.95% | 1.24% | 14.02% | 11.82% |
SCHD Schwab US Dividend Equity ETF | 3.94% | 3.64% | 3.49% | 3.39% | 2.78% | 3.16% | 2.98% | 3.06% | 2.63% | 2.89% | 2.97% | 2.63% |
Drawdowns
FDCAX vs. SCHD - Drawdown Comparison
The maximum FDCAX drawdown since its inception was -58.11%, which is greater than SCHD's maximum drawdown of -33.37%. Use the drawdown chart below to compare losses from any high point for FDCAX and SCHD. For additional features, visit the drawdowns tool.
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Volatility
FDCAX vs. SCHD - Volatility Comparison
Fidelity Capital Appreciation Fund (FDCAX) has a higher volatility of 6.40% compared to Schwab US Dividend Equity ETF (SCHD) at 5.08%. This indicates that FDCAX'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.
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