FDFPX vs. SCHD
Compare and contrast key facts about Fidelity Flex Freedom Blend 2065 Fund (FDFPX) and Schwab US Dividend Equity ETF (SCHD).
FDFPX is managed by Fidelity. It was launched on Jun 28, 2019. 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: FDFPX or SCHD.
Correlation
The correlation between FDFPX and SCHD is 0.78, 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
FDFPX vs. SCHD - Performance Comparison
Key characteristics
FDFPX:
1.53
SCHD:
1.19
FDFPX:
2.11
SCHD:
1.74
FDFPX:
1.28
SCHD:
1.21
FDFPX:
1.91
SCHD:
1.70
FDFPX:
8.04
SCHD:
4.74
FDFPX:
2.22%
SCHD:
2.85%
FDFPX:
11.67%
SCHD:
11.40%
FDFPX:
-31.22%
SCHD:
-33.37%
FDFPX:
-1.62%
SCHD:
-4.06%
Returns By Period
In the year-to-date period, FDFPX achieves a 4.12% return, which is significantly higher than SCHD's 2.75% return.
FDFPX
4.12%
1.30%
6.10%
16.83%
7.13%
N/A
SCHD
2.75%
1.74%
3.98%
13.40%
11.63%
11.64%
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FDFPX vs. SCHD - Expense Ratio Comparison
FDFPX 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
FDFPX vs. SCHD — Risk-Adjusted Performance Rank
FDFPX
SCHD
FDFPX vs. SCHD - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Flex Freedom Blend 2065 Fund (FDFPX) 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
FDFPX vs. SCHD - Dividend Comparison
FDFPX's dividend yield for the trailing twelve months is around 1.95%, less than SCHD's 3.54% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FDFPX Fidelity Flex Freedom Blend 2065 Fund | 1.95% | 2.03% | 1.90% | 2.55% | 2.52% | 1.55% | 2.03% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
SCHD Schwab US Dividend Equity ETF | 3.54% | 3.64% | 3.49% | 3.39% | 2.78% | 3.16% | 2.98% | 3.07% | 2.63% | 2.89% | 2.97% | 2.63% |
Drawdowns
FDFPX vs. SCHD - Drawdown Comparison
The maximum FDFPX drawdown since its inception was -31.22%, smaller than the maximum SCHD drawdown of -33.37%. Use the drawdown chart below to compare losses from any high point for FDFPX and SCHD. For additional features, visit the drawdowns tool.
Volatility
FDFPX vs. SCHD - Volatility Comparison
Fidelity Flex Freedom Blend 2065 Fund (FDFPX) has a higher volatility of 3.76% compared to Schwab US Dividend Equity ETF (SCHD) at 3.08%. This indicates that FDFPX'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.