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 Total Return Index. It was launched on Dec 11, 2009.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FDSVX or SCHG.
Correlation
The correlation between FDSVX and SCHG is 0.92, 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
FDSVX vs. SCHG - Performance Comparison
Key characteristics
FDSVX:
0.32
SCHG:
0.55
FDSVX:
0.61
SCHG:
0.92
FDSVX:
1.08
SCHG:
1.13
FDSVX:
0.32
SCHG:
0.58
FDSVX:
1.17
SCHG:
2.06
FDSVX:
6.34%
SCHG:
6.62%
FDSVX:
23.01%
SCHG:
25.04%
FDSVX:
-59.34%
SCHG:
-34.59%
FDSVX:
-12.80%
SCHG:
-13.04%
Returns By Period
In the year-to-date period, FDSVX achieves a -7.95% return, which is significantly higher than SCHG's -9.20% return. Both investments have delivered pretty close results over the past 10 years, with FDSVX having a 14.92% annualized return and SCHG not far ahead at 14.97%.
FDSVX
-7.95%
-2.10%
-7.66%
6.28%
17.35%
14.92%
SCHG
-9.20%
-1.60%
-4.69%
12.11%
18.28%
14.97%
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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.
Risk-Adjusted Performance
FDSVX vs. SCHG — Risk-Adjusted Performance Rank
FDSVX
SCHG
FDSVX vs. SCHG - Risk-Adjusted Performance 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.
Dividends
FDSVX vs. SCHG - Dividend Comparison
FDSVX's dividend yield for the trailing twelve months is around 13.92%, more than SCHG's 0.45% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FDSVX Fidelity Growth Discovery Fund | 13.92% | 12.81% | 2.55% | 3.65% | 13.46% | 9.65% | 4.28% | 5.02% | 4.94% | 0.09% | 0.16% | 0.09% |
SCHG Schwab U.S. Large-Cap Growth ETF | 0.45% | 0.40% | 0.46% | 0.55% | 0.42% | 0.52% | 0.82% | 1.27% | 1.01% | 1.04% | 1.22% | 1.09% |
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. For additional features, visit the drawdowns tool.
Volatility
FDSVX vs. SCHG - Volatility Comparison
The current volatility for Fidelity Growth Discovery Fund (FDSVX) is 15.77%, while Schwab U.S. Large-Cap Growth ETF (SCHG) has a volatility of 16.60%. This indicates that FDSVX experiences smaller price fluctuations and is considered to be less risky than SCHG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.