FDGKX vs. SCHD
Compare and contrast key facts about Fidelity Dividend Growth Fund Class K (FDGKX) and Schwab US Dividend Equity ETF (SCHD).
FDGKX is managed by Fidelity. It was launched on May 9, 2008. 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: FDGKX or SCHD.
Correlation
The correlation between FDGKX 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
FDGKX vs. SCHD - Performance Comparison
Key characteristics
FDGKX:
0.93
SCHD:
1.27
FDGKX:
1.27
SCHD:
1.87
FDGKX:
1.18
SCHD:
1.22
FDGKX:
1.58
SCHD:
1.82
FDGKX:
4.65
SCHD:
4.66
FDGKX:
3.37%
SCHD:
3.11%
FDGKX:
16.93%
SCHD:
11.39%
FDGKX:
-55.23%
SCHD:
-33.37%
FDGKX:
-3.08%
SCHD:
-3.20%
Returns By Period
The year-to-date returns for both stocks are quite close, with FDGKX having a 3.85% return and SCHD slightly lower at 3.66%. Over the past 10 years, FDGKX has underperformed SCHD with an annualized return of 4.08%, while SCHD has yielded a comparatively higher 11.25% annualized return.
FDGKX
3.85%
-1.98%
0.92%
16.47%
6.92%
4.08%
SCHD
3.66%
0.35%
5.08%
14.02%
11.76%
11.25%
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FDGKX vs. SCHD - Expense Ratio Comparison
FDGKX has a 0.38% expense ratio, which is higher than SCHD's 0.06% expense ratio.
Risk-Adjusted Performance
FDGKX vs. SCHD — Risk-Adjusted Performance Rank
FDGKX
SCHD
FDGKX vs. SCHD - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Dividend Growth Fund Class K (FDGKX) 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
FDGKX vs. SCHD - Dividend Comparison
FDGKX's dividend yield for the trailing twelve months is around 1.05%, less than SCHD's 3.51% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FDGKX Fidelity Dividend Growth Fund Class K | 1.05% | 1.09% | 1.52% | 1.75% | 1.08% | 1.98% | 1.69% | 2.50% | 1.95% | 1.70% | 9.85% | 19.80% |
SCHD Schwab US Dividend Equity ETF | 3.51% | 3.64% | 3.49% | 3.39% | 2.78% | 3.16% | 2.98% | 3.06% | 2.63% | 2.89% | 2.97% | 2.63% |
Drawdowns
FDGKX vs. SCHD - Drawdown Comparison
The maximum FDGKX drawdown since its inception was -55.23%, which is greater than SCHD's maximum drawdown of -33.37%. Use the drawdown chart below to compare losses from any high point for FDGKX and SCHD. For additional features, visit the drawdowns tool.
Volatility
FDGKX vs. SCHD - Volatility Comparison
Fidelity Dividend Growth Fund Class K (FDGKX) has a higher volatility of 6.05% compared to Schwab US Dividend Equity ETF (SCHD) at 3.27%. This indicates that FDGKX'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.