FDGTX vs. SCHD
Compare and contrast key facts about Fidelity Advisor Dividend Growth Fund Class M (FDGTX) and Schwab US Dividend Equity ETF (SCHD).
FDGTX 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: FDGTX or SCHD.
Correlation
The correlation between FDGTX 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
FDGTX vs. SCHD - Performance Comparison
Key characteristics
FDGTX:
1.02
SCHD:
1.15
FDGTX:
1.34
SCHD:
1.69
FDGTX:
1.21
SCHD:
1.20
FDGTX:
1.62
SCHD:
1.65
FDGTX:
5.07
SCHD:
4.49
FDGTX:
3.57%
SCHD:
2.93%
FDGTX:
17.77%
SCHD:
11.46%
FDGTX:
-60.78%
SCHD:
-33.37%
FDGTX:
-8.74%
SCHD:
-5.25%
Returns By Period
In the year-to-date period, FDGTX achieves a 2.71% return, which is significantly higher than SCHD's 1.46% return. Over the past 10 years, FDGTX has underperformed SCHD with an annualized return of 3.46%, while SCHD has yielded a comparatively higher 11.18% annualized return.
FDGTX
2.71%
0.59%
7.55%
16.16%
6.61%
3.46%
SCHD
1.46%
1.02%
7.23%
12.01%
11.03%
11.18%
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FDGTX vs. SCHD - Expense Ratio Comparison
FDGTX has a 1.07% expense ratio, which is higher than SCHD's 0.06% expense ratio.
Risk-Adjusted Performance
FDGTX vs. SCHD — Risk-Adjusted Performance Rank
FDGTX
SCHD
FDGTX vs. SCHD - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Dividend Growth Fund Class M (FDGTX) 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
FDGTX vs. SCHD - Dividend Comparison
FDGTX's dividend yield for the trailing twelve months is around 0.48%, less than SCHD's 3.59% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FDGTX Fidelity Advisor Dividend Growth Fund Class M | 0.48% | 0.49% | 0.92% | 0.98% | 0.41% | 1.21% | 1.24% | 1.67% | 1.20% | 0.96% | 1.59% | 12.42% |
SCHD Schwab US Dividend Equity ETF | 3.59% | 3.64% | 3.49% | 3.39% | 2.78% | 3.16% | 2.98% | 3.07% | 2.63% | 2.89% | 2.97% | 2.62% |
Drawdowns
FDGTX vs. SCHD - Drawdown Comparison
The maximum FDGTX drawdown since its inception was -60.78%, which is greater than SCHD's maximum drawdown of -33.37%. Use the drawdown chart below to compare losses from any high point for FDGTX and SCHD. For additional features, visit the drawdowns tool.
Volatility
FDGTX vs. SCHD - Volatility Comparison
Fidelity Advisor Dividend Growth Fund Class M (FDGTX) has a higher volatility of 6.68% compared to Schwab US Dividend Equity ETF (SCHD) at 3.51%. This indicates that FDGTX'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.