FDSVX vs. SCHG
Compare and contrast key facts about Fidelity Growth Discovery Fund (FDSVX) and Schwab U.S. Large-Cap Growth ETF (SCHG).
FDSVX is managed by Fidelity. It was launched on Mar 31, 1998. SCHG is a passively managed fund by Charles Schwab that tracks the performance of the Dow Jones U.S. Large-Cap Growth Total Stock Market Index. It was launched on Dec 11, 2009.
Performance
FDSVX vs. SCHG - Performance Comparison
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FDSVX vs. SCHG - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FDSVX Fidelity Growth Discovery Fund | -5.39% | 15.14% | 30.19% | 35.63% | -24.43% | 22.93% | 43.43% | 33.77% | -0.33% | 34.63% |
SCHG Schwab U.S. Large-Cap Growth ETF | -9.73% | 17.50% | 34.95% | 50.10% | -31.80% | 28.11% | 39.14% | 36.02% | -1.36% | 28.05% |
Returns By Period
In the year-to-date period, FDSVX achieves a -5.39% return, which is significantly higher than SCHG's -9.73% return. Both investments have delivered pretty close results over the past 10 years, with FDSVX having a 16.98% annualized return and SCHG not far behind at 16.95%.
FDSVX
- 1D
- 4.29%
- 1M
- -5.36%
- YTD
- -5.39%
- 6M
- -4.84%
- 1Y
- 18.14%
- 3Y*
- 20.43%
- 5Y*
- 11.27%
- 10Y*
- 16.98%
SCHG
- 1D
- 0.96%
- 1M
- -4.46%
- YTD
- -9.73%
- 6M
- -8.15%
- 1Y
- 17.00%
- 3Y*
- 22.30%
- 5Y*
- 12.76%
- 10Y*
- 16.95%
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FDSVX vs. SCHG - Expense Ratio Comparison
FDSVX has a 0.77% expense ratio, which is higher than SCHG's 0.04% expense ratio.
Return for Risk
FDSVX vs. SCHG — Risk / Return Rank
FDSVX
SCHG
FDSVX vs. SCHG - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Growth Discovery Fund (FDSVX) and Schwab U.S. Large-Cap Growth ETF (SCHG). 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.
| FDSVX | SCHG | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.85 | 0.76 | +0.09 |
Sortino ratioReturn per unit of downside risk | 1.35 | 1.24 | +0.10 |
Omega ratioGain probability vs. loss probability | 1.19 | 1.17 | +0.02 |
Calmar ratioReturn relative to maximum drawdown | 1.43 | 1.09 | +0.34 |
Martin ratioReturn relative to average drawdown | 5.14 | 3.71 | +1.44 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| FDSVX | SCHG | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.85 | 0.76 | +0.09 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.56 | 0.57 | -0.02 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.83 | 0.79 | +0.04 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.50 | 0.79 | -0.29 |
Correlation
The correlation between FDSVX and SCHG is 0.96, 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.
Dividends
FDSVX vs. SCHG - Dividend Comparison
FDSVX's dividend yield for the trailing twelve months is around 1.67%, more than SCHG's 0.43% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FDSVX Fidelity Growth Discovery Fund | 1.67% | 1.58% | 12.81% | 2.55% | 3.65% | 13.46% | 9.63% | 4.28% | 5.02% | 4.87% | 0.09% | 0.17% |
SCHG Schwab U.S. Large-Cap Growth ETF | 0.43% | 0.36% | 0.39% | 0.46% | 0.55% | 0.42% | 0.52% | 0.82% | 1.27% | 1.01% | 1.04% | 1.22% |
Drawdowns
FDSVX vs. SCHG - Drawdown Comparison
The maximum FDSVX drawdown since its inception was -59.34%, which is greater than SCHG's maximum drawdown of -34.59%. Use the drawdown chart below to compare losses from any high point for FDSVX and SCHG.
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Drawdown Indicators
| FDSVX | SCHG | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -59.34% | -34.59% | -24.75% |
Max Drawdown (1Y)Largest decline over 1 year | -13.05% | -16.41% | +3.36% |
Max Drawdown (5Y)Largest decline over 5 years | -29.83% | -34.59% | +4.76% |
Max Drawdown (10Y)Largest decline over 10 years | -31.09% | -34.59% | +3.50% |
Current DrawdownCurrent decline from peak | -8.77% | -12.51% | +3.74% |
Average DrawdownAverage peak-to-trough decline | -12.67% | -5.22% | -7.45% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.64% | 4.84% | -1.20% |
Volatility
FDSVX vs. SCHG - Volatility Comparison
Fidelity Growth Discovery Fund (FDSVX) has a higher volatility of 7.76% compared to Schwab U.S. Large-Cap Growth ETF (SCHG) at 6.77%. This indicates that FDSVX's price experiences larger fluctuations and is considered to be riskier than SCHG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FDSVX | SCHG | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.76% | 6.77% | +0.99% |
Volatility (6M)Calculated over the trailing 6-month period | 13.34% | 12.54% | +0.80% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.20% | 22.45% | -0.25% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.33% | 22.31% | -1.98% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.52% | 21.51% | -0.99% |