Correlation
The correlation between FDGCX 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.
FDGCX vs. SCHD
Compare and contrast key facts about Fidelity Advisor Dividend Growth Fund Class C (FDGCX) and Schwab US Dividend Equity ETF (SCHD).
FDGCX is managed by Fidelity. It was launched on Dec 28, 1998. 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: FDGCX or SCHD.
Performance
FDGCX vs. SCHD - Performance Comparison
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Key characteristics
FDGCX:
0.00
SCHD:
0.42
FDGCX:
0.12
SCHD:
0.49
FDGCX:
1.02
SCHD:
1.07
FDGCX:
-0.02
SCHD:
0.28
FDGCX:
-0.06
SCHD:
0.84
FDGCX:
9.22%
SCHD:
5.32%
FDGCX:
23.47%
SCHD:
16.46%
FDGCX:
-61.89%
SCHD:
-33.37%
FDGCX:
-10.07%
SCHD:
-9.68%
Returns By Period
In the year-to-date period, FDGCX achieves a 1.87% return, which is significantly higher than SCHD's -3.27% return. Over the past 10 years, FDGCX has underperformed SCHD with an annualized return of 2.14%, while SCHD has yielded a comparatively higher 10.57% annualized return.
FDGCX
1.87%
7.91%
-8.56%
0.00%
5.63%
9.96%
2.14%
SCHD
-3.27%
1.16%
-9.40%
6.77%
3.50%
12.24%
10.57%
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FDGCX vs. SCHD - Expense Ratio Comparison
FDGCX has a 1.62% expense ratio, which is higher than SCHD's 0.06% expense ratio.
Risk-Adjusted Performance
FDGCX vs. SCHD — Risk-Adjusted Performance Rank
FDGCX
SCHD
FDGCX vs. SCHD - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Dividend Growth Fund Class C (FDGCX) 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
FDGCX vs. SCHD - Dividend Comparison
FDGCX's dividend yield for the trailing twelve months is around 9.27%, more than SCHD's 3.97% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FDGCX Fidelity Advisor Dividend Growth Fund Class C | 9.27% | 9.45% | 2.62% | 8.98% | 5.06% | 0.74% | 3.95% | 18.75% | 16.68% | 0.49% | 7.27% | 11.47% |
SCHD Schwab US Dividend Equity ETF | 3.97% | 3.64% | 3.49% | 3.39% | 2.78% | 3.16% | 2.98% | 3.06% | 2.63% | 2.89% | 2.97% | 2.63% |
Drawdowns
FDGCX vs. SCHD - Drawdown Comparison
The maximum FDGCX drawdown since its inception was -61.89%, which is greater than SCHD's maximum drawdown of -33.37%. Use the drawdown chart below to compare losses from any high point for FDGCX and SCHD.
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Volatility
FDGCX vs. SCHD - Volatility Comparison
The current volatility for Fidelity Advisor Dividend Growth Fund Class C (FDGCX) is 4.14%, while Schwab US Dividend Equity ETF (SCHD) has a volatility of 4.91%. This indicates that FDGCX experiences smaller price fluctuations and is considered to be less risky than SCHD based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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