FDGRX vs. SCHD
Compare and contrast key facts about Fidelity Growth Company Fund (FDGRX) and Schwab US Dividend Equity ETF (SCHD).
FDGRX is managed by Fidelity. 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: FDGRX or SCHD.
Key characteristics
| FDGRX | SCHD | |
|---|---|---|
| YTD Return | 13.66% | 3.21% |
| 1Y Return | 43.96% | 15.78% |
| 3Y Return (Ann) | 8.69% | 4.47% |
| 5Y Return (Ann) | 20.44% | 11.41% |
| 10Y Return (Ann) | 18.58% | 11.17% |
| Sharpe Ratio | 2.38 | 1.29 |
| Daily Std Dev | 18.21% | 11.38% |
| Max Drawdown | -71.50% | -33.37% |
| Current Drawdown | -2.34% | -3.30% |
Correlation
The correlation between FDGRX and SCHD is 0.66, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
FDGRX vs. SCHD - Performance Comparison
In the year-to-date period, FDGRX achieves a 13.66% return, which is significantly higher than SCHD's 3.21% return. Over the past 10 years, FDGRX has outperformed SCHD with an annualized return of 18.58%, while SCHD has yielded a comparatively lower 11.17% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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FDGRX vs. SCHD - Expense Ratio Comparison
FDGRX has a 0.79% expense ratio, which is higher than SCHD's 0.06% expense ratio.
Risk-Adjusted Performance
FDGRX vs. SCHD - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Growth Company Fund (FDGRX) 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
FDGRX vs. SCHD - Dividend Comparison
FDGRX's dividend yield for the trailing twelve months is around 3.37%, less than SCHD's 3.43% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FDGRX Fidelity Growth Company Fund | 3.37% | 3.83% | 7.20% | 10.67% | 8.86% | 3.84% | 6.38% | 4.73% | 6.23% | 3.92% | 4.03% | 7.12% |
SCHD Schwab US Dividend Equity ETF | 3.43% | 3.49% | 3.39% | 2.78% | 3.16% | 2.98% | 3.06% | 2.63% | 2.89% | 2.97% | 2.63% | 2.47% |
Drawdowns
FDGRX vs. SCHD - Drawdown Comparison
The maximum FDGRX drawdown since its inception was -71.50%, which is greater than SCHD's maximum drawdown of -33.37%. Use the drawdown chart below to compare losses from any high point for FDGRX and SCHD. For additional features, visit the drawdowns tool.
Volatility
FDGRX vs. SCHD - Volatility Comparison
Fidelity Growth Company Fund (FDGRX) has a higher volatility of 6.71% compared to Schwab US Dividend Equity ETF (SCHD) at 3.61%. This indicates that FDGRX'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.